Accenture Plc · NYSE:ACN

Accenture — Q4 2026 Earnings Presentation

22 slides from Accenture's earnings presentation, Oct 1, 2026

  1. Slide 1: Earnings Presentation Q4 Fiscal 2026

    Earnings Presentation Q4 Fiscal 2026 October 1, 2026

  2. Slide 2: Q4 FY26 Performance

    Q4 FY26 Performance Total Industry Groups Type of Work Earnings per Share Operating Margin Revenues Revenues and Growth Revenues and Growth $18.7B in Local Currency in Local Currency $3.29 15.3% Communications, 9% increase 20 bps increase Media & Technology Consulting Increase of $1.1 billion on an

  3. Slide 3: Full-Year FY26 Performance

    Full-Year FY26 Performance Total Industry Groups Type of Work Earnings per Share* Operating Margin* Revenues Revenues and Growth Revenues and Growth Adjusted Adjusted in Local Currency $13.97 15.8% in Local Currency $74.2B Communications, Media & Technology Consulting 8% increase 20 bps increase Inc

  4. Slide 4: FY26 Key Takeaways and Recent Highlights

    FY26 Key Takeaways and Recent Highlights Financial Results Reinvention Partner of Choice Tech Ecosystem Met or beat all elements of our original 141 quarterly client bookings greater than More than 60% of revenue driven by Top 10 guidance for the year, delivering broad- $100M, 12 more than last year

  5. Slide 5: Fiscal Year 2027 Outlook

    Fiscal Year 2027 Outlook FY27 Outlook FY26 Results Q1 FY27 Outlook (As of 10/01/26) Revenue Growth in Local Currency 5% ** 3% – 6% ** 2% – 6% ** Operating Margin 15.8% (Adjusted)* 15.9% – 16.1% +20 bps over adjusted FY25 +10 bps to +30 bps over adjusted FY26 Earnings Per Share $13.97 (Adjusted)* $14

  6. Slide 6: Accenture's Key Ecosystem Partners

    Accenture’s 18 Key Ecosystem Partners Partnerships with ecosystem leaders most relevant to how enterprises will build and use AI Represents approximately 65% of our revenue, outpacing the growth of Accenture overall 6

  7. Slide 7: Accenture's Ventures & Acquisitions

    Accenture’s Ventures & Acquisitions Capital Invested ($B) # of Acquisitions Three key objectives 46 38 46 34 25 23 17 ~$8B* 01 Scale in high growth areas ~$3B $6.6 ~$5B 02 Deepen industry and functional expertise $1.5 $4.2 $3.4 $2.5 $1.5 $4.9B FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 Estimate Expand

  8. Slide 8: Recent Client Announcements: Accenture as the Reinvention Partner

    Recent Client Announcements: Accenture as the Reinvention Partner Accenture and Google Cloud Transform Software Development with INFRONEER Teams with Accenture to Build New Financial Data and Volvo Cars Insights Platform to Advance its Group Management Capabilities in Just Three Months Accenture and

  9. Slide 9: Recent Client Announcements: Accenture as the Safety Partner

    Recent Client Announcements: Accenture as the Safety Partner ACCENTURE’S PARTNERSHIP SCOPE DIFFERENTIATED POSITION Embedded Deep AI, security $1B+ EACH evaluators for and industry Expected investment by AI safety expertise Accenture and Anthropic Accenture & Anthropic partner to build team of Over 5

  10. Slide 10: Recent Ecosystem Partnership Announcements

    Recent Ecosystem Partnership Announcements Accenture Edge Accenture and Google Accenture Edge and ServiceNow and Collaborates with AWS Cloud Deepen Partnership Google Cloud Bring Accenture launch AI- to Help Mid-Market with Formation of New Scalable Agentic AI powered services to Organizations Harne

  11. Slide 11: FY27 Below Operating Income Additional Information

    FY27 Below Operating Income Additional Information Share Count Interest Income & Expense Following 39.9M of share repurchases in FY26, Expect an incremental roughly $250M of interest including 17.6M in Q4, we ended the year with a expense over FY26 driven by the $5B bond diluted weighted average sha

  12. Slide 12: New Bookings Trend

    New Bookings Trend Q4 FY26 Quarter Ending from November 30, 2024 to August 31, 2026 (in billions of U.S. dollars) (Unaudited) FY2025 FY2026 % of % of % of % of Full % of % of % of % of % of % of Type of Work Q1 Total Q2 Total Q3 Total Q4 Total Year Total Q1 Total Q2 Total Q3 Total Q4 Total Full Year

  13. Slide 13: Revenues Trend

    Revenues Trend Q4 FY26 Quarter Ending from November 30, 2024 to August 31, 2026 (in millions of U.S. dollars) (Unaudited) FY2025 FY2026 % of % of % of % of Full % of % of % of % of % of Full % of Geographic Markets Q1 Total Q2 Total Q3 Total Q4 Total Year Total Q1 Total Q2 Total Q3 Total Q4 Total Ye

  14. Slide 14: People Metrics

    People Metrics Q4 FY26 Quarter Ending Metrics from November 30, 2024 to August 31, 2026 Represents the total number of Accenture employees at the quarter ended dates below. * 11/30/24 2/28/25 5/31/25 8/31/25 11/30/25 2/28/26 5/31/26 8/31/26 Total Accenture Employees 798,781 801,099 790,692 779,273 7

  15. Slide 15: Appendix

    Appendix 15

  16. Slide 16: Return Metrics Trend

    Return Metrics Trend Q4 FY26 Quarter Ending Return Metrics from November 30, 2024 to August 31, 2026 (Unaudited) Twelve Months Ended 11/30/24 2/28/25 5/31/25 8/31/25 11/30/25 2/28/26 5/31/26 8/31/26 Return on Invested Capital 24% 25% 24% 23% 21% 22% 21% 21% Return on Equity 27% 27% 27% 26% 25% 25% 2

  17. Slide 17: Reconciliation of Return on Investment Capital (ROIC)

    Reconciliation of Return on Investment Capital (ROIC) Q4 FY26 For the Twelve Months Ended August 31, 2026 (in millions of U.S. dollars) (Unaudited) Purpose ROIC represents Return on Invested Capital and is equal to the tax adjusted operating income divided by total average capital, as outlined below

  18. Slide 18: Reconciliation of Return on Equity (ROE)

    Reconciliation of Return on Equity (ROE) Q4 FY26 For the Twelve Months Ended August 31, 2026 (in millions of U.S. dollars) (Unaudited) Purpose ROE represents Return on Equity and is equal to the tax adjusted income before income taxes divided by average equity plus noncontrolling interests, as outli

  19. Slide 19: Reconciliation of Return on Assets (ROA)

    Reconciliation of Return on Assets (ROA) Q4 FY26 For the Twelve Months Ended August 31, 2026 (in millions of U.S. dollars) (Unaudited) Purpose ROA represents Return on Assets and is equal to the tax adjusted income before income taxes divided by average assets, as outlined below. Accenture believes

  20. Slide 20: Shares Outstanding and Market Capitalization

    Shares Outstanding and Market Capitalization As of August 31, 2026 (shares in millions and market capitalization in millions of U.S. dollars) As of August 31, 2026 Comments Accenture plc Class A shares 668.5 From Accenture plc statement of shareholders' equity Accenture plc Class A treasury shares (

  21. Slide 21: GAAP to Non-GAAP Reconciliation

    GAAP (As Reported) to Non-GAAP (As Adjusted) Reconciliation: Operating Income, Operating Margin, Diluted Earnings per Share and Free Cash Flow Q4 FY26 (EPS in U.S. dollars and operating income and free cash flow in millions of U.S. dollars) (Unaudited) OPERATING INCOME FY25 FY26 Increase (Decrease)

  22. Slide 22: Forward-Looking Statements Non-GAAP Financial Information

    Forward-Looking Statements Except for the historical information and discussions contained herein, statements in this presentation may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may relate to our operations, res

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