$ACN · Accenture plc
Accenture filed an 8-K with its Investor Day presentation on October 14, 2026. FY26 actuals: adjusted EPS of $13.97 (vs. $13.52-$13.90 guidance), adjusted operating margin of 15.8%, free cash flow of $11.6B (vs. $9.8B-$10.5B guidance), and $11.5B returned to shareholders. The three-year outlook (FY27-FY29) targets 10-30 bps annual margin expansion, mid-single-digit revenue growth in FY27-FY28 stepping to mid-to-high-single-digit in FY29, and at least $9.5B in cash returned to shareholders in FY27 including $5.5B in buybacks.
- FY26 adjusted EPS of $13.97 beat original guidance of $13.52-$13.90.
- FY26 free cash flow hit $11.6B, well above the $9.8B-$10.5B guided range.
- FY26 revenue growth in local currency was 5%, at the top end of the 2%-5% guidance.
- FY27-FY29 targets 10-30 bps annual adjusted operating margin expansion each year.
- At least $9.5B in cash returned to shareholders planned for FY27, including $5.5B in share repurchases.
Extended-hours trading shows ACN at $215.46, up 0.89% from the regular-session close of $213.56, indicating a modestly positive initial reaction to the multi-year margin expansion and capital return targets.
Accenture delivered a clean beat-and-raise across all key metrics while laying out a credible three-year margin expansion and capital return roadmap that directly rewards shareholders.
Accenture's expanded $3 trillion TAM and 10-30 bps annual margin expansion targets set a high bar for IT services peers; the 50/50 consulting/managed services split and $84.5B in FY26 bookings (book-to-bill of 1.1) signal durable demand across the cycle.
Forward-looking statements caveat references risks detailed in the most recent 10-K and 10-Q filings; the multi-year outlook depends on sustained mid-single-digit organic growth and successful integration of acquisitions including the Dragos/CyberOT deal closed in Q1 FY27.
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