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Aug 31, 2025
Accenture Q4 2025 Earnings Report
Accenture reported strong fourth-quarter results driven by AI demand and exceeded expectations on revenue and adjusted EPS.
Key Takeaways
Accenture's Q4 2025 performance exceeded expectations, with revenue up 7% YoY and strong contributions from consulting, managed services, and continued momentum in generative AI.
Revenue grew 7% YoY in USD and 4.5% in local currency, reaching $17.6B
Adjusted EPS of $3.03 grew 9% YoY
New bookings hit $21.3B with 1.2x book-to-bill ratio
Managed services slightly outpaced consulting in revenue contribution
Revenue by Geographic Location
Forward Guidance
Accenture expects modest growth in FY26, with 2–5% revenue growth in local currency and continued AI momentum offsetting headwinds in the U.S. federal segment.
Positive Outlook
- Revenue growth forecast of 2–5% in local currency for FY26
- Excluding U.S. federal impact, revenue growth projected at 3–6%
- Adjusted EPS guidance of $13.52 to $13.90 (up 5–8%)
- Operating margin expected to improve to 15.7–15.9%
- At least $9.3B in cash expected to be returned to shareholders
Challenges Ahead
- 1% to 1.5% expected headwind from U.S. federal business
- Net income not disclosed for Q4
- Continued pressure on GAAP margins from optimization costs
- Managed services bookings mix may dilute margin expansion
Historical Earnings Impact
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Avg. Return Before/After Earnings
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