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Aug 31
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
Accenture
Accenture
Accenture Revenue by Segment
Accenture Revenue by Geographic Location
Revenue by Segment
Consulting Revenue
CapyFin.comManaged Services Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com 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
- Attrition remains high at 15% annualized for Q4