Accenture plc - Ordinary Shares - Class A
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+ FollowMarket Cap$158.03B
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Earnings Call Q4 2026
October 1, 2026 - AI Summary
Q4 performance: strong, broad-based outperformance + margin/EPS/cash strength
- Revenue $18.7B, +7% local currency (above the top end of guidance).
- Bookings $22.2B (book-to-bill 1.2); 37 clients with bookings >$100M.
- Operating margin 15.3% (about +20 bps adjusted YoY); diluted EPS $3.29 (+9%).
- Free cash flow (FCF) $2.8B; cash balance $12.8B.
- Key “uplift” drivers cited: large-scale reinventions, ecosystem + data/AI demand, faster mobilization on new work, and federal acquisitions overdelivering; management noted no single factor was responsible.
FY2026 snapshot: profitable growth, market share gains, record shareholder returns
- Revenue $74.2B, ~+5% local currency (about ~3% organic), with ~1 percentage point drag from the federal business sunset at end of Q3.
- Bookings >$84B, +5% USD / +3% local currency; 141 quarterly bookings >$100M; year-end 317 Diamond clients.
- Adjusted operating margin 15.8% (+20 bps); adjusted EPS $13.97 (+8%).
- FCF $11.6B (+7%), with strong FCF-to-net-income ~1.4.
- Shareholder returns: returned $11.5B cash (+38%), including record levels of buybacks.
Demand & strategy: AI embedded across transformations; ecosystem is a major accelerator
- Management expects continued strength from reinventions (often AI-driven) spanning digital cores/data foundations/enterprise AI stack.
- Nearly 100 additional clients started first advanced AI work in the quarter; FY2026 total >400.
- Ecosystem: top 10 partners represented >60% of revenue; ecosystem revenue +6%, outpacing Accenture overall. Emerging AI/data partner bookings/revenue more than doubled/tripled.
- Delivery/offer mix: fixed-price / outcome-based work >65% of bookings and continuing growth.
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$302.70
14.5% upside
Current Fair Value
14.5% upsideUndervalued by 14.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $158.03 Billion |
|---|---|
| Enterprise Value | $164.87 Billion |
| Annual dividend | $6.60 |
| Dividend yield | 2.56% |
| Earnings per Share | $13.66 |
| Beta | 1.1 |
| Outstanding Shares | 601,584,911 |
Return
| Return on Equity | 26.75% |
|---|---|
| Return on Assets | 11.47% |
| Return on Invested Capital | 22.51% |
Valuation & Multiples
| P/E Ratio | 18.9 |
|---|---|
| PEG | 43.13 |
| Price to Sales | 2.15 |
| Price to Book Ratio | 4.81 |
| Enterprise Value to Revenue | 2.22 |
| Enterprise Value to EBIT | 14.28 |
| Enterprise Value to Net Income | 19 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 0.62 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 1, 2026
EPS Estimate
$3.18
Consensus analyst estimateRevenue Estimate
$18.03 B
Consensus analyst estimateNext Earnings Call
Expected Date
December 17, 2026
EPS Estimate
$3.95
Consensus analyst estimateRevenue Estimate
$19.39 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.49, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.4896▼ 24.77% |
|---|---|
| Total Calls | 35,540▼ 99.68% |
| Total Puts | 17,400▼ 99.79% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 6.08%▼ 77.39% |
|---|---|
| Total Invested | $6.73B▼ 89.46% |
| Investors Holding | 825▼ 1181.00% |
About Accenture plc
779,000 employees
CEO: Julie T. Spellman Sweet
Accenture plc, a prominent global professional services firm, traces its origins to 1951 and is headquartered in Dublin, Ireland. The company delivers a comprehensive suite of strategic, consulting, interactive, technology, and operation...