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Feb 28

Accenture Q2 2025 Earnings Report

Accenture reported strong revenue and earnings growth for the second quarter of fiscal 2025, with solid performance across geographies and continued investment in generative AI.

Key Takeaways

Accenture delivered revenues of $16.7 billion in Q2 FY25, reflecting 5% year-over-year growth in USD. The company reported EPS of $2.82 and non-GAAP EPS increased by 2%. Operating margin expanded to 13.5%. New bookings totaled $20.9 billion, including $1.4 billion in generative AI bookings.

Revenues reached $16.7 billion, up 5% year-over-year.

EPS came in at $2.82, showing a 7% increase.

Operating margin improved to 13.5%.

New bookings totaled $20.9 billion, with $1.4 billion from generative AI.

Total Revenue
$16.7B
Previous year: $15.8B
+5.7%
EPS
$2.82
Previous year: $2.77
+1.8%
New bookings
$20.9B
Previous year: $21.6B
-3.2%
Generative AI bookings
$1.4B
Operating margin
13.5%
Previous year: 13%
+3.8%
Gross Profit
$4.97B
Previous year: $4.88B
+1.9%
Cash and Equivalents
$8.5B
Previous year: $5.12B
+65.9%
Free Cash Flow
$2.68B
Previous year: $1.99B
+34.7%
Total Assets
$59.9B
Previous year: $51.3B
+16.7%

Accenture

Accenture

Forward Guidance

Accenture updated its fiscal 2025 outlook with narrowed revenue growth expectations and improved operating margin guidance.

Positive Outlook

  • Full-year revenue growth expected between 5% and 7% in local currency.
  • Operating margin forecasted between 15.6% and 15.7%.
  • EPS guidance range raised to $12.55 to $12.79.
  • Continued strong generative AI demand supporting bookings.
  • Expansion of 10 to 20 basis points in operating margin over adjusted operating margin.

Challenges Ahead

  • Foreign exchange impact expected to negatively affect results by approximately 0.5%.
  • New bookings decreased by 3% in U.S. dollars year-over-year.
  • Flat new bookings growth in local currency, indicating some market challenges.
  • Comparisons against strong prior-year margins may limit incremental improvement.
  • Ongoing macroeconomic uncertainties could impact client spending decisions.