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Feb 28, 2023

Accenture Q2 2023 Earnings Report

Accenture reported strong revenues and record new bookings.

Key Takeaways

Accenture's Q2 2023 revenues reached $15.8 billion, a 5% increase, with record new bookings of $22.1 billion, up 13%. GAAP EPS was $2.39, while adjusted EPS increased by 6% to $2.69. The company updated its fiscal 2023 outlook, expecting revenue growth of 8% to 10% in local currency.

Revenues increased by 5% to $15.8 billion, and 9% in local currency.

New bookings reached a record $22.1 billion, a 13% increase.

GAAP EPS was $2.39, while adjusted EPS rose by 6% to $2.69.

Accenture updated its fiscal 2023 business outlook, anticipating revenue growth of 8% to 10% in local currency.

Total Revenue
$15.8B
Previous year: $15B
+5.1%
EPS
$2.69
Previous year: $2.54
+5.9%
New bookings
$22.1B
Previous year: $19.6B
+12.7%
Operating margin
12.3%
Previous year: 13.7%
-10.2%
Gross Profit
$4.84B
Previous year: $4.53B
+6.8%
Cash and Equivalents
$6.24B
Previous year: $5.47B
+14.1%
Free Cash Flow
$2.22B
Previous year: $1.99B
+11.7%
Total Assets
$47.7B
Previous year: $44.3B
+7.7%

Accenture

Accenture

Forward Guidance

Accenture expects Q3 2023 revenues to be in the range of $16.1 billion to $16.7 billion, reflecting a 3% to 7% increase in local currency. For fiscal year 2023, revenue growth is expected to be 8% to 10% in local currency, with GAAP EPS of $10.84 to $11.06 and adjusted EPS of $11.41 to $11.63.

Positive Outlook

  • Revenue growth of 3% to 7% in local currency is expected for Q3 2023.
  • Fiscal year 2023 revenue growth is projected at 8% to 10% in local currency.
  • GAAP operating margin for fiscal 2023 is expected to be in the range of 14.1% to 14.3%.
  • Operating cash flow is projected to be in the range of $8.7 billion to $9.2 billion.
  • Free cash flow is expected to be in the range of $8.0 billion to $8.5 billion.

Challenges Ahead

  • Foreign-exchange impact is expected to be approximately negative 3.5% for Q3 2023.
  • GAAP EPS for fiscal 2023 is projected to be $10.84 to $11.06, lower than previously expected.
  • The company recorded $244 million in business optimization costs during the second quarter and expects to record total costs of approximately $1.5 billion through fiscal 2024.
  • The annual effective tax rate is expected to be in the range of 22.5% to 24.5%.
  • Assumes an approximately negative 4.5% foreign-exchange impact compared with fiscal 2022.