- Accenture’s adjusted EPS for the fourth quarter was $3.03, exceeding the estimate of $3.00 and improving from $2.79 year-over-year (y/y).
- The reported EPS for the fourth quarter was $2.25, down from $2.66 y/y.
- Total revenue reached $17.60 billion, marking a 7.3% increase y/y, beating the estimate of $17.36 billion.
- Revenue in the Communications, Media & Technology segment rose by 7.4% y/y to $2.95 billion, surpassing the estimated $2.88 billion.
- Financial Services revenue increased by 15% y/y to $3.32 billion, above the projected $3.18 billion.
- Product revenue grew by 8.6% y/y, reaching $5.38 billion, ahead of the estimate of $5.27 billion.
- Health & Public Service revenue saw a decline of 1.4% y/y, totaling $3.56 billion, which was below the expected $3.64 billion.
- Resources revenue rose by 7.5% y/y to $2.39 billion, surpassing the estimate of $2.34 billion.
- Generative AI new bookings amounted to $1.8 billion.
- Consulting new bookings were $8.87 billion, a 3.1% increase y/y, but slightly below the $9 billion estimate.
- Managed Services new bookings increased by 7.2% y/y to $12.44 billion, significantly exceeding the estimate of $10.59 billion.
- The gross margin decreased to 31.9% from 32.5% y/y, lower than the estimated 32.4%.
- Free cash flow saw a 20% rise y/y, reaching $3.81 billion.
- Operating cash flow increased by 15% y/y to $3.91 billion, outperforming the estimated $2.79 billion.
- First quarter revenue is forecasted to be between $18.1 billion and $18.75 billion, with an estimated revenue increase of 1% to 5%.
- The 2026 year forecast predicts a revenue increase of 2% to 5% and adjusted EPS between $13.52 and $13.90, with an estimate of $13.83.
- The effective tax rate is expected to range from 23.5% to 25.5%.
- Anticipated operating cash flow for 2026 is between $10.8 billion and $11.5 billion, with the estimate being $11.33 billion.
- Expected free cash flow for 2026 is from $9.8 billion to $10.5 billion.
- Analyst ratings include 15 buy ratings, 10 hold ratings, and 1 sell rating.
Accenture Plc Cl A on Smartkarma
Accenture Plc Cl A has been a focal point for analysts on Smartkarma, with in-depth coverage from Baptista Research shedding light on key strategic moves by the company. In one report titled “Why Accenture’s Bold Move To Acquire Orlade Could Reshape Capital Project Services,” analysts delve into Accenture’s recent acquisition of Orlade Group, emphasizing the strategic value this adds to Accenture’s infrastructure and capital projects capabilities through domain expertise in key sectors. This move aligns with Accenture’s growth strategy, complementing previous acquisitions and enhancing its capabilities in executing large-scale technical projects with precision.
Further reinforcing Accenture’s strategic prowess, another report by Baptista Research titled “Accenture plc: A Billion-Dollar Acquisition Blitz For A Much-Needed Push In Tech Services!” highlights the firm’s robust third-quarter performance in fiscal 2025. Accenture exceeded revenue expectations, showcasing a 7% growth in local currency and maintaining leadership in generative AI. With significant bookings in Gen AI and a solid increase in operating margin and EPS, Accenture’s financial health remains sturdy, positioning the company for continued success in the tech services sector.
A look at Accenture Plc Cl A Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 4 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Accenture Plc Cl A, a company providing management and technology consulting services globally, has received encouraging Smart Scores across various factors. With a strong focus on dividend, growth, resilience, and momentum, Accenture showcases stability and potential for long-term growth. While its value score is moderate, the company’s high scores in dividend, growth, resilience, and momentum indicate a positive outlook for investors.
Accenture PLC’s impressive Smart Scores depict a company well-positioned for sustained performance in the market. With a solid emphasis on dividends, growth, resilience, and momentum, Accenture stands out as a reliable choice for investors seeking a balance of stability and growth potential in the long run. Leveraging its expertise in management and technology consulting services, Accenture is poised to navigate industry challenges and capitalize on emerging opportunities for continued success.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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