Earnings Call
Oct 1, 2026
Q3 FY2026
EPS Estimate
3.18
EPS Actual
3.80
Post-Earnings Close
$212.30
Earnings Reaction
+15.8%
Accenture delivered Q3 FY2026 revenue of $18.7 billion, up 3% in local currency and 6% in USD, slightly above the midpoint of guidance and beating consensus expectations on EPS at $3.80 versus estimates around $3.61, $3.71. The quarter demonstrated broad-based growth across geographies and service lines, with consulting bookings particularly strong at 1.1x book-to-bill, though the company faced two material headwinds: a $100 million revenue impact from Middle East conflict (split between direct regional exposure and indirect global discretionary spend pullback) and the push-out of several large managed services deals into FY2027 for company-specific reasons. Management reaffirmed its FY2026 guidance of 3, 4% local-currency growth (4, 5% excluding federal), signaling confidence in execution despite near-term macro uncertainty, though the Q4 range of 1, 5% growth reflects widened visibility into potential further deterioration from geopolitical and macro headwinds.
Report generated on Sep 30, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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