$ACN · Accenture plc

Accenture reported Q4 FY26 revenue of $18.7B (+6% USD, +7% local currency), above the guided range of $17.75B–$18.40B. GAAP diluted EPS of $3.29 rose 46% year-over-year and 9% over adjusted Q4 FY25 EPS of $3.03. Full-year FY26 revenue reached $74.2B (+6% USD, +5% local currency), exceeding the 3–4% local-currency guidance, with adjusted EPS of $13.97 (+8%). The company returned a record $11.5B to shareholders in FY26, including $7.5B in buybacks. For FY27, Accenture guides 3–6% local-currency revenue growth, GAAP EPS of $14.39–$14.81 (+6–9%), and at least $9.5B in capital returns.

Extended-hours trade at $205.90 (+12.29% vs. regular close of $183.37) reflects initial enthusiasm for the Q4 beat, though the FY27 3–6% growth outlook represents a deceleration from FY26's 5% and may temper sentiment when regular trading resumes.

Q4 beat and record shareholder returns offset by FY27 growth deceleration, signaling cautious enterprise IT demand for a $112B bellwether.

Accenture's broad-based Q4 growth across all geographies and verticals contrasts with uneven demand signals from peers; the FY27 3–6% guide suggests cautious enterprise IT spending amid macro uncertainty, though 141 $100M+ deals signal large-deal pipeline strength.

FY27 revenue guidance midpoint of 4.5% implies slower growth than FY26; operating-margin expansion of 10–30 bps over adjusted FY26 is modest, and free cash flow guidance of $11.0B–$11.8B sits below FY26's $11.6B at the low end.