
What happened
Accenture plc (NYSE ACN) reported fourth-quarter revenue of $18.68 billion and full-year revenue of $74.18 billion for the year ended August 31, 2026. Fourth-quarter revenue was above the top of the company's guided range. Full-year revenue rose from $69.67 billion in fiscal 2025. The company said fourth-quarter new bookings were $22.17 billion and fiscal 2026 bookings were $84.54 billion. Book-to-bill ratios were 1.2 and 1.1.
Revenue grew across all reported geographic markets and work types. Americas revenue was $9.43 billion, EMEA was $6.58 billion, Asia Pacific was $2.67 billion, consulting was $9.28 billion and managed services was $9.40 billion. GAAP operating margin was 15.3% in the quarter and 15.4% for the year, compared with 11.6% and 14.7% a year earlier. Fourth-quarter GAAP diluted EPS was $3.29, and full-year GAAP diluted EPS was $13.56.
Key numbers
| Metric | Latest | Change | Source |
|---|---|---|---|
| Fiscal 2026 revenue | $74.18 billion | from $69.67 billion, +6% | SEC 8-K news release |
| Fourth-quarter revenue | $18.68 billion | from $17.60 billion, +6% | SEC 8-K news release |
| Fiscal 2026 new bookings | $84.54 billion | +5% | SEC 8-K news release |
| Fiscal 2026 GAAP diluted EPS | $13.56 | from $12.15, +12% | SEC 8-K news release |
| Total cash returned to shareholders | $11.5 billion | +38% | SEC 8-K news release |
Why it matters
The filing shows Accenture kept sales, bookings and margins moving higher. That supports the view that large client work can keep driving growth. OptimistFi's calculation shows fiscal 2026 revenue increased by $4.51 billion from fiscal 2025. Adjusted net income was $8.77 billion, adjusted EPS was $13.97 and free cash flow was $11.62 billion for the year.
The company also returned $11.5 billion to shareholders, including $7.5 billion in share repurchases or redemptions and $4.0 billion in cash dividends. Adjusted figures exclude business optimization costs recorded in fiscal 2026 and fiscal 2025, which the filing says were mainly for employee severance.
Browse: stock research on every company OptimistFi covers
What's next
Accenture expects full-year fiscal 2027 revenue growth of 3% to 6% in local currency and GAAP diluted EPS of $14.39 to $14.81. It also expects to return at least $9.5 billion to shareholders in fiscal 2027, below the $11.5 billion returned in fiscal 2026.
The company will host a conference call at 8:00 a.m. EDT today to discuss the results. It declared a quarterly dividend of $1.71 per share for shareholders of record at the close of business on October 13, 2026, payable on November 13, 2026. Commentary that supports the FY27 outlook and bookings momentum would strengthen the case. Softer guidance would weaken it.
More from OptimistFi
- ACN stock: the Accenture thesis, its status and the next test to watch
- Micron Technology, Inc. (NASDAQ: MU) Guides to $61.5 Billion
- Rogers Corporation (NYSE: ROG) Targets $1.5 Billion in Sales
- Eli Lilly and Company (NYSE: LLY) EloraTZP Adds Weight Loss and More Dropouts
- Stock research on every company OptimistFi covers
- Latest stock research and investment-case updates
- OptimistFi: evidence-first equity research
Sources
- SEC 8-K news release of Accenture, dated October 1, 2026 — Earnings release attached as Exhibit 99 to the Form 8-K
- Accenture Form 8-K filed October 1, 2026 — Current report announcing the earnings release
Read the full OptimistFi thesis on Accenture plc: https://optimistfi.com/stocks/ACN
See what would break the Accenture plc thesis and track it live on the OptimistFi Thesis-Break Engine.
Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.
The full Accenture plc investment case, its status and the next test to watch live on the Accenture plc thesis page.
Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.
