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May 31, 2022

Accenture Q3 2022 Earnings Report

Accenture reports very strong third-quarter results with revenue increase and operating margin expansion.

Key Takeaways

Accenture's Q3 2022 revenues reached $16.2 billion, a 22% increase in U.S. dollars and 27% in local currency. Operating income increased by 23% to $2.6 billion, with a 16.1% operating margin. New bookings were $17.0 billion, a 10% increase.

Revenues increased by 22% in U.S. dollars and 27% in local currency, reaching $16.2 billion.

Operating income rose by 23% to $2.6 billion, with operating margin expanding to 16.1%.

New bookings increased by 10% to $17.0 billion.

EPS increased by 16% to $2.79, including a negative impact from the disposition of the Russia business.

Total Revenue
$16.2B
Previous year: $13.3B
+21.8%
EPS
$2.79
Previous year: $2.4
+16.3%
New bookings
$17B
Operating margin
16.1%
Gross Profit
$5.32B
Previous year: $4.4B
+20.7%
Cash and Equivalents
$6.7B
Previous year: $10B
-33.0%
Free Cash Flow
$2.87B
Previous year: $2.24B
+27.9%
Total Assets
$46.1B
Previous year: $42.1B
+9.4%

Accenture

Accenture

Forward Guidance

Accenture expects Q4 2022 revenues to be in the range of $15.0 billion to $15.5 billion, representing 20% to 24% growth in local currency. The company raises full-year revenue growth to 25.5% to 26.5% in local currency and updates EPS to $10.61 to $10.70.

Positive Outlook

  • Revenue growth expected to be in the range of 25.5% to 26.5% in local currency for fiscal year 2022.
  • Operating margin expected to be 15.2% for the full fiscal year.
  • Free cash flow expected to be in the range of $8.0 billion to $8.5 billion.
  • Company continues to expect to return at least $6.5 billion in cash to shareholders through dividends and share repurchases.
  • Diluted EPS expected to be in the range of $10.61 to $10.70.

Challenges Ahead

  • Foreign-exchange impact expected to be negative 4.5% for fiscal year 2022.
  • Effective tax rate expected to be in the range of 23.5% to 24.5%.
  • Q4 revenue growth reflects an assumption of negative 8% foreign-exchange impact.
  • Volatile economic and political conditions may adversely affect results.
  • The COVID-19 pandemic has impacted Accenture’s business and operations, and the extent to which it will continue to do so and its impact on the company’s future financial results are uncertain.