Aug 2026 (Q4 FY26) — Oct 1, 2026
Accenture Q4 FY26 — Broad growth and AI scale support a resilient FY27 setup
Read the full callAccenture earnings: last reported Thu, 1 Oct 2026, for the quarter ended Aug 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 18,679 | +6.2% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 15.3 | +3.7 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1,991 | +40.8% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Guidance
38 of 44 judged targets kept · 21 open · verdicts reflect calls analysed to Aug 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Bookings from emerging AI/data partners | more than double over FY '25 | Feb 2026 | For our 8 emerging AI and data partners, bookings more than tripled and revenue more than doubled compared with fiscal 2025. | Achieved |
| Investment in acquisitions | about $3 billion | Aug 2025 | At the same time, we invested at scale in our business with $4.9 billion in strategic acquisitions | Missed |
| Cash returned to shareholders | at least $9.5 billion | Aug 2026 | On shareholder returns, we expect to return at least $9.5 billion, representing approximately 75% of operating cash flow through a combination of dividends, growing 5% per share, and $5.5 billion in share repurchases, which exceed issuances. | New |
6 of Accenture plc's 65 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 62 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $238.39 on 17 Oct 2025 → $236.93. High $288.54 (14 Jan 2026), low $124.44 (30 Jun 2026).
Overview
Guidance
38 of 44 judged targets kept · 21 open · verdicts reflect calls analysed to Aug 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Bookings from emerging AI/data partners | more than double over FY '25 | Feb 2026 | For our 8 emerging AI and data partners, bookings more than tripled and revenue more than doubled compared with fiscal 2025. | Achieved |
| Investment in acquisitions | about $3 billion | Aug 2025 | At the same time, we invested at scale in our business with $4.9 billion in strategic acquisitions | Missed |
| Cash returned to shareholders | at least $9.5 billion | Aug 2026 | On shareholder returns, we expect to return at least $9.5 billion, representing approximately 75% of operating cash flow through a combination of dividends, growing 5% per share, and $5.5 billion in share repurchases, which exceed issuances. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 65 tracked commitments, with each call’s wording and source.
Call summaries
Accenture Q4 FY26 — Broad growth and AI scale support a resilient FY27 setup
Read the full callAccenture Q3 FY26 — Market-share gains and a big OT-security move amid Middle East softness
Read the full callAccenture plc Q2 FY26 — Record Bookings and Strong AI-Driven Growth
Read the full callNews
From the news desk, item by item, hours after each call.
Every analysed call
Financials
Net profit, year on year: +41% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 17,690 | 16,659 | 17,728 | 17,596 | 18,742 | 18,044 | 18,718 | 18,679 |
| Expenses | 14,741 | 14,415 | 14,745 | 15,547 | 15,868 | 15,551 | 15,543 | 15,816 |
| Operating profit | 2,948 | 2,245 | 2,983 | 2,050 | 2,874 | 2,494 | 3,175 | 2,863 |
| Operating margin | 16.7% | 13.5% | 16.8% | 11.7% | 15.3% | 13.8% | 17.0% | 15.3% |
| Interest | 30 | 65 | 68 | 66 | 65 | 64 | 71 | 104 |
| Profit before tax | 2,955 | 2,289 | 2,951 | 2,075 | 2,968 | 2,457 | 3,150 | 2,798 |
| Tax rate | 21.6% | 20.4% | 24.0% | 30.1% | 24.5% | 24.3% | 24.2% | 27.3% |
| Net profit | 2,279 | 1,788 | 2,198 | 1,414 | 2,212 | 1,825 | 2,339 | 1,991 |
| EPS ($ per share) | 3.64 | 2.85 | 3.52 | 2.27 | 3.57 | 2.96 | 3.82 | 3.31 |
| Line item | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 10,422 | 12,376 | 13,989 | 18,204 | 19,316 | 23,082 | 21,019 | 24,939 |
| Total liabilities | 14,962 | 19,579 | 23,079 | 24,516 | 24,787 | 26,764 | 33,154 | 40,873 |
| Fixed assets | 1,391 | 1,546 | 1,639 | 1,659 | 1,530 | 1,521 | 1,566 | 1,722 |
| Investments | 3 | 94 | 4 | 4 | 5 | 5 | 6 | 6 |
| Total assets | 29,790 | 37,079 | 43,176 | 47,263 | 51,245 | 55,932 | 65,395 | 73,598 |
| Line item | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 6,627 | 8,215 | 8,975 | 9,541 | 9,524 | 9,131 | 11,474 | 12,363 |
| Cash from investing | -1,756 | -1,895 | -4,310 | -4,261 | -2,622 | -7,062 | -2,020 | -5,637 |
| Cash from financing | -3,767 | -4,049 | -4,926 | -5,311 | -5,645 | -6,064 | -2,948 | -5,314 |
| Net cash flow | 1,065 | 2,288 | -247 | -278 | 1,155 | -4,041 | 6,474 | 1,353 |
| Capital expenditure | -599 | -599 | -580 | -718 | -528 | -517 | -600 | -743 |
| Free cash flow | 6,028 | 7,616 | 8,395 | 8,823 | 8,996 | 8,615 | 10,874 | 11,621 |
Americas grew from 49% to 50% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Americas | 49% | 51% | 51% | 50% | 48% | 49% | 49% | 51% | +7.1% |
| EMEA | 36% | 35% | 35% | 35% | 37% | 36% | 37% | 35% | +6.2% |
| Asia Pacific | 14% | 14% | 14% | 15% | 15% | 14% | 14% | 14% | +2.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | May 2025 Q3 FY25 | Aug 2025 Q4 FY25 | Nov 2025 Q1 FY26 | Feb 2026 Q2 FY26 | May 2026 Q3 FY26 | Aug 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Bookings | $19.7BOur clients continue to prioritize large-scale reinventions as reflected in our bookings of $19.7 billion, including 30 clients with quarterly bookings greater than $100 million.Source: earnings call transcript | $21.3BNew bookings were $21.3 billion for the quarter, representing 6% growth in US dollars and 3% growth in local currency, which is on top of the 24% growth in Q4 of last year.Source: earnings call transcript | $20.9BWe are very pleased with our results as we continue executing our strategy to help our clients reinvent every part of their enterprise reflected in our bookings of $20.9 billion, including 33 clients with quarterly bookings greater than $100 million.Source: earnings call transcript | $22.1BWe had record bookings of $22.1 billion, bringing H1 bookings to a total of $43 billion.Source: earnings call transcript | $19.3BNew bookings were $19.3 billion for the quarter, a 2% decrease in US dollars and 3% in local currency with an overall book-to-bill of 1.0.Source: earnings call transcript | $22.2BWe had $22.2 billion of bookings in Q4, reflecting the relevance of Accenture to our clients and demonstrating again our strong competitive position.Source: earnings call transcript | +15% |
| Employees Data and AI | ~75KWe increased our data and AI workforce to approximately 75,000, continuing progress against our goal of 80,000 by the end of FY '26.Source: earnings call transcript | 77KToday, we have 77,000 AI and data professionals.Source: earnings call transcript | — | 85K+We now have over 85,000 AI and data professionals already exceeding our goal of 80,000 professionals by the end of fiscal 2026.Source: earnings call transcript | — | — | — |
| Book-to-bill ratio | 1.1 ratioNew bookings were $19.7 billion for the quarter, a 6% decrease in US dollars and 7% in local currency with an overall book-to-bill of 1.1.Source: earnings call transcript | 1.2 ratioOverall book-to-bill was 1.2.Source: earnings call transcript | 1.1 ratioNew bookings were $20.9 billion for the quarter, representing 12% growth in US dollars and 10% growth in local currency with an overall book-to-bill of 1.1.Source: earnings call transcript | 1.2 ratioNew bookings were a record $22.1 billion for the quarter, representing 6% growth in US dollars and 1% growth in local currency, with an overall book-to-bill of 1.2.Source: earnings call transcript | 1 ratioNew bookings were $19.3 billion for the quarter, a 2% decrease in US dollars and 3% in local currency with an overall book-to-bill of 1.0.Source: earnings call transcript | 1.2 ratioNew bookings were $22.2 billion for the quarter, a 4% increase in US dollars and 5% in local currency with an overall book-to-bill of 1.2.Source: earnings call transcript | +20% |
| Bookings Consulting | $9.1BConsulting bookings were $9.1 billion with a book-to-bill of 1.0.Source: earnings call transcript | $8.9BConsulting bookings were $8.9 billion with a book-to-bill of 1.0.Source: earnings call transcript | $9.9BConsulting bookings were $9.9 billion with a book-to-bill of 1.0.Source: earnings call transcript | $11.3BConsulting bookings were $11.3 billion with a book-to-bill of 1.3.Source: earnings call transcript | $10.3BIn Q3, consulting bookings were $10.3 billion with a book-to-bill of 1.1.Source: earnings call transcript | $9.4BConsulting bookings were $9.4 billion with a book-to-bill of 1.0.Source: earnings call transcript | -8.7% |
| Book-to-bill ratio Consulting | 1 ratioConsulting bookings were $9.1 billion with a book-to-bill of 1.0.Source: earnings call transcript | 1 ratioConsulting bookings were $8.9 billion with a book-to-bill of 1.0.Source: earnings call transcript | 1 ratioConsulting bookings were $9.9 billion with a book-to-bill of 1.0.Source: earnings call transcript | 1.3 ratioConsulting bookings were $11.3 billion with a book-to-bill of 1.3.Source: earnings call transcript | 1.1 ratioIn Q3, consulting bookings were $10.3 billion with a book-to-bill of 1.1.Source: earnings call transcript | 1 ratioConsulting bookings were $9.4 billion with a book-to-bill of 1.0.Source: earnings call transcript | -9.1% |
| Bookings Managed Services | $10.6BManaged Services bookings were $10.6 billion with a book-to-bill of 1.2.Source: earnings call transcript | $12.4BManaged Services bookings were $12.4 billion with a book-to-bill of 1.4.Source: earnings call transcript | $11.1BManaged services' bookings were $11.1 billion with a book-to-bill of 1.2.Source: earnings call transcript | $10.8BManaged Services bookings were $10.8 billion with a book-to-bill of 1.2.Source: earnings call transcript | $9.1BAnd in Managed Services bookings were $9.1 billion with a book-to-bill of 1.0.Source: earnings call transcript | $12.8BManaged Services bookings were a record $12.8 billion after our previous record in Q4 of last year with a book-to-bill of 1.4.Source: earnings call transcript | +40.7% |
| Book-to-bill ratio Managed Services | 1.2 ratioManaged Services bookings were $10.6 billion with a book-to-bill of 1.2.Source: earnings call transcript | 1.4 ratioManaged Services bookings were $12.4 billion with a book-to-bill of 1.4.Source: earnings call transcript | 1.2 ratioManaged services' bookings were $11.1 billion with a book-to-bill of 1.2.Source: earnings call transcript | 1.2 ratioManaged Services bookings were $10.8 billion with a book-to-bill of 1.2.Source: earnings call transcript | 1 ratioAnd in Managed Services bookings were $9.1 billion with a book-to-bill of 1.0.Source: earnings call transcript | 1.4 ratioManaged Services bookings were a record $12.8 billion after our previous record in Q4 of last year with a book-to-bill of 1.4.Source: earnings call transcript | +40% |
| Days services outstanding | 47 daysDays services outstanding were 47 days compared to 48 days last quarter and 43 days in the third quarter of last year.Source: earnings call transcript | 47 daysDays services outstanding were 47 days compared to 47 days last quarter and 46 days in the fourth quarter of last year.Source: earnings call transcript | 51 daysDays services outstanding were 51 days compared to 47 days last quarter and 50 days in the first quarter of last year.Source: earnings call transcript | 46 daysDays services outstanding were 46 days compared to 51 days last quarter and 48 days in the second quarter of last year.Source: earnings call transcript | 48 daysDays services outstanding were 48 days compared to 46 days last quarter and 47 days in the third quarter of last year.Source: earnings call transcript | 50 daysDays services outstanding were 50 days compared to 48 days last quarter and 47 days in the fourth quarter of last year.Source: earnings call transcript | +4.2% |
| Employees | ~790KAnd just on our headcount, right, we ended our Q3 with about 790,000 people.Source: earnings call transcript | 779K+Thank you, Alexia and to everyone joining this morning and thank you to our more than 779,000 reinventors around the world for your extraordinary work and commitment to our clients.Source: earnings call transcript | <784KAnd really wanted to start today by thanking our nearly 784,000 people around the world for your extraordinary work and your commitment to our clients, which enabled us to deliver another strong quarter.Source: earnings call transcript | 786K+Thank you, Alexia, and everyone joining us this morning, and thank you to our more than 786,000 people for your extraordinary work.Source: earnings call transcript | 798K+Thank you, Alexia, and everyone joining us this morning, and thank you to our more than 798,000 people for your extraordinary work.Source: earnings call transcript | 814K+and thank you to our more than 814,000 reinventors around the world for your extraordinary work and commitment to our clients.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Q3 FY2024 · share of revenue
As ACN cuts its regions in its filings; they can nest, so they need not add to 100%.
368 filings between Oct 20, 2025 and Oct 12, 2026.
Purchases
None
No insider bought shares.
Sales
$18.29M
96 sales by 10 insiders
99% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sweet Julie Spellman | — | $9.27M | Feb 10, 2026 |
| Unruch Joel | — | $2.37M | Jul 30, 2026 |
| Sharma Manish | — | $1.75M | Feb 3, 2026 |
| Walsh John F | — | $1.11M | Feb 4, 2026 |
| Burgum Melissa A | — | $1.01M | Feb 3, 2026 |
| Egawa Atsushi | — | $863.0K | Apr 30, 2026 |
| Sekido Ryoji | — | $623.7K | Oct 22, 2025 |
| Hogan Catherine Kiernan | — | $599.4K | Oct 12, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 32 | $6.9K |
| Oct 12, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 242 | $51.8K |
| Oct 12, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 206 | $44.3K |
| Oct 12, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 1 | $211 |
| Oct 12, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 219 | $46.7K |
| Oct 8, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Sale 10b5-1 plan | 1,320 | $264.0K |
| Oct 5, 2026 | Walsh John F CEO-The Americas | Award | 139 | $27.3K |
| Oct 5, 2026 | Park Angie Y Chief Financial Officer | Award | 140 | $27.5K |
| Oct 5, 2026 | Unruch Joel General Counsel/Corp Secretary | Award | 140 | $27.5K |
| Oct 5, 2026 | Sharma Manish Chief Strategy & Services Ofcr | Award | 93 | $18.3K |
| Oct 5, 2026 | Sweet Julie Spellman Chair and CEO | Award | 197 | $38.8K |
| Oct 5, 2026 | Clifford Katherine Lee Chief Leadership & HR Officer | Award | 89 | $17.5K |
| Oct 5, 2026 | Burgum Melissa A Chief Accounting Officer | Award | 101 | $19.9K |
| Oct 5, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Award | 109 | $21.4K |
| Sep 5, 2026 | Sharma Manish Chief Strategy & Services Ofcr | Award | 97 | $18.3K |
| Sep 5, 2026 | Walsh John F CEO-The Americas | Award | 146 | $27.6K |
| Sep 5, 2026 | Park Angie Y Chief Financial Officer | Award | 145 | $27.4K |
| Sep 5, 2026 | Unruch Joel General Counsel/Corp Secretary | Award | 145 | $27.4K |
| Sep 5, 2026 | Clifford Katherine Lee Chief Leadership & HR Officer | Award | 92 | $17.4K |
| Sep 5, 2026 | Burgum Melissa A Chief Accounting Officer | Award | 106 | $20.0K |
| Sep 5, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Award | 113 | $21.4K |
| Sep 5, 2026 | Sweet Julie Spellman Chair and CEO | Award | 205 | $38.8K |
| Aug 14, 2026 | Nason Jennifer Director | Award | 9 | $0 |
| Aug 14, 2026 | McKinstry Nancy Director | Award | 12 | $0 |
| Aug 14, 2026 | Park Angie Y Chief Financial Officer | Award | 23 | $0 |
| Aug 14, 2026 | Brudermueller Martin Director | Award | 9 | $0 |
| Aug 14, 2026 | Travis Tracey Thomas Director | Award | 15 | $0 |
| Aug 14, 2026 | Sharma Manish Chief Strategy & Services Ofcr | Award | 17 | $0 |
| Aug 14, 2026 | Jope Alan C. Director | Award | 14 | $0 |
| Aug 14, 2026 | RENDUCHINTALA VENKATA S M Director | Award | 9 | $0 |
| Aug 14, 2026 | SARIN ARUN Director | Award | 13 | $0 |
| Aug 14, 2026 | Walsh John F CEO-The Americas | Award | 24 | $0 |
| Aug 14, 2026 | Sweet Julie Spellman Chair and CEO | Award | 47 | $0 |
| Aug 14, 2026 | Clifford Katherine Lee Chief Leadership & HR Officer | Sale | 68 | $12.0K |
| Aug 14, 2026 | Burgum Melissa A Chief Accounting Officer | Award | 23 | $0 |
| Aug 14, 2026 | Clifford Katherine Lee Chief Leadership & HR Officer | Award | 50 | $0 |
| Aug 14, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Award | 50 | $0 |
| Aug 14, 2026 | Price Paula A Director | Award | 14 | $0 |
| Aug 14, 2026 | Uotani Masahiko Director | Award | 9 | $0 |
| Aug 14, 2026 | Unruch Joel General Counsel/Corp Secretary | Award | 88 | $0 |
| Aug 5, 2026 | Sharma Manish Chief Strategy & Services Ofcr | Award | 107 | $18.2K |
| Aug 5, 2026 | Clifford Katherine Lee Chief Leadership & HR Officer | Award | 103 | $17.5K |
| Aug 5, 2026 | Hogan Catherine Kiernan Chief Operating Officer | Award | 126 | $21.5K |
| Aug 5, 2026 | Park Angie Y Chief Financial Officer | Award | 162 | $27.6K |
| Aug 5, 2026 | Walsh John F CEO-The Americas | Award | 161 | $27.4K |
| Aug 5, 2026 | Unruch Joel General Counsel/Corp Secretary | Award | 162 | $27.6K |
| Aug 5, 2026 | Sweet Julie Spellman Chair and CEO | Award | 227 | $38.7K |
| Aug 5, 2026 | Burgum Melissa A Chief Accounting Officer | Award | 117 | $19.9K |
| Aug 1, 2026 | Burgum Melissa A Chief Accounting Officer | Award | 1,034 | $0 |
| Jul 30, 2026 | Unruch Joel General Counsel/Corp Secretary | Sale 10b5-1 plan | 2,772 | $455.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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