ACN Reports Q4 2025 Adjusted EPS Beat and Strong Revenue Growth

Accenture (ACN.US) announced its financial results for the fourth quarter and full fiscal year ended August 31, 2025, exceeding analyst expectations for adjusted EPS. For Q4 2025, the company reported adjusted diluted EPS of $3.03, marking a 9% increase year-over-year and surpassing the analyst estimate of $2.98. Revenue for the quarter reached $17.60 billion, a 7% increase in U.S. dollars compared to Q4 2024, aligning with the company's guided range.

Key Business Drivers

Accenture's revenue growth was driven by strong performance across several segments and geographic markets. Consulting revenue increased by 6% to $8.77 billion, while Managed Services revenue grew by 8% to $8.82 billion. Geographically, EMEA saw a 10% increase in revenue, and Asia Pacific revenue grew by 11% in U.S. dollars.

Key industry groups also contributed significantly to this growth. Financial Services revenue surged by 15%, and Products revenue increased by 9%. The company's early investments in Generative AI translated into substantial new bookings, reaching $1.8 billion for the quarter and $5.9 billion for the full fiscal year.

Management Outlook

Looking ahead, Accenture's management provided a positive outlook for fiscal year 2026. The company expects full-year revenue growth of 2% to 5% in local currency, with an adjusted EPS projected to be between $13.52 and $13.90, representing a 5% to 8% increase over adjusted fiscal 2025. This guidance reflects continued confidence in their strategic direction and market position.

Management also anticipates an adjusted operating margin expansion of 10 to 30 basis points over adjusted fiscal 2025. The company plans to return at least $9.3 billion in cash to shareholders in fiscal year 2026, underscoring its commitment to shareholder value. Additionally, Accenture declared a quarterly cash dividend of $1.63 per share, marking a 10% increase from the previous quarter.