•
May 31, 2024

Accenture Q3 2024 Earnings Report

Accenture's financial performance declined slightly due to foreign exchange impacts, but new bookings increased significantly.

Key Takeaways

Accenture reported a slight decrease in revenue and EPS due to foreign exchange impacts, but new bookings grew by 22%. The company is focused on generative AI and continues to invest in acquisitions.

New bookings increased by 22% to $21.1 billion.

Generative AI new bookings reached over $900 million for the quarter.

Revenues decreased by 1% to $16.5 billion.

GAAP EPS decreased by 3% to $3.04.

Total Revenue
$16.5B
Previous year: $16.6B
-0.6%
EPS
$3.13
Previous year: $3.19
-1.9%
New bookings
$21.1B
Previous year: $17.2B
+22.4%
Gross Profit
$5.51B
Previous year: $5.54B
-0.5%
Cash and Equivalents
$5.54B
Previous year: $8.54B
-35.1%
Free Cash Flow
$3.02B
Previous year: $3.15B
-4.2%
Total Assets
$54.1B
Previous year: $50.1B
+8.0%

Accenture

Accenture

Forward Guidance

Accenture expects Q4 2024 revenues to be in the range of $16.05 billion to $16.65 billion, representing 2% to 6% growth in local currency. For fiscal year 2024, the company now expects revenue growth to be in the range of 1.5% to 2.5% in local currency and GAAP EPS to be in the range of $11.29 to $11.44.

Positive Outlook

  • Revenue growth of 2% to 6% in local currency is expected for Q4 2024.
  • Full-year revenue growth is projected to be 1.5% to 2.5% in local currency.
  • GAAP operating margin for fiscal 2024 is expected to be 14.8%.
  • Free cash flow is projected to be in the range of $8.7 billion to $9.3 billion.
  • Accenture plans to return at least $7.7 billion in cash to shareholders through dividends and share repurchases.

Challenges Ahead

  • Foreign-exchange impact on results in U.S. dollars is expected to be negative 0.7% for fiscal 2024.
  • GAAP diluted EPS is now expected to be in the range of $11.29 to $11.44, compared to $11.41 to $11.64 previously.
  • Adjusted EPS is now expected to be in the range of $11.85 to $12.00, compared to $11.97 to $12.20 previously.
  • The company now expects both its GAAP and adjusted annual effective tax rate to be in the range of 23.5% to 24.5%, compared to 22.5% to 24.5% previously.
  • Revenue for the quarter reflect a foreign-exchange impact of approximately negative 2% compared with the negative 1% impact previously assumed.