Accenture

ACN Q4 2025 Earnings

Reported Sep 25, 2025 at 6:43 AM ET · SEC Source

Q4 25 EPS

$3.03

BEAT +2.02%

Est. $2.97

Q4 25 Revenue

$17.60B

BEAT +1.38%

Est. $17.36B

vs S&P Since Q4 25

-32.8%

TRAILING MARKET

ACN -23.3% vs S&P +9.5%

Full Year 2025 Results

FY 25 EPS

$12.93

BEAT +0.40%

Est. $12.88

FY 25 Revenue

$69.67B

BEAT +0.35%

Est. $69.43B

Market Reaction

Did ACN Beat Earnings? Q4 2025 Results

Accenture closed out fiscal 2025 on a strong note, posting Q4 adjusted EPS of $3.03 against a consensus estimate of $2.97, a 2.02% beat, while revenue of $17.60 billion topped the $17.36 billion estimate by 1.38% and grew 7.3% year over year. The sta… Read more Accenture closed out fiscal 2025 on a strong note, posting Q4 adjusted EPS of $3.03 against a consensus estimate of $2.97, a 2.02% beat, while revenue of $17.60 billion topped the $17.36 billion estimate by 1.38% and grew 7.3% year over year. The standout driver behind the quarter's momentum was generative AI, with bookings reaching $1.80 billion in Q4 alone and $5.90 billion for the full year, reinforcing AI as the company's most consequential growth catalyst. Total new bookings of $21.31 billion in the quarter produced a book-to-bill ratio of 1.2, even as a $615.32 million business optimization charge, covering severance costs and asset impairments tied to two Americas divestitures, weighed on GAAP results. Adjusted operating margin held at 15.1% for Q4 and 15.6% for the full year. Despite the earnings strength, the market's reaction was measured, with Accenture's fiscal 2026 revenue guidance of 2% to 5% local-currency growth landing below some analyst expectations, though management noted underlying growth of 3% to 6% when excluding an estimated 1% to 1.5% drag from its U.S. Federal business. Adjusted EPS for FY26 is guided at $13.52 to $13.90.

Key Takeaways

  • 7% revenue growth in USD and 4.5% in local currency for Q4
  • Generative AI bookings of $1.8 billion in Q4 and $5.9 billion for the full year
  • Financial Services industry group grew 15% in USD (12% local currency) in Q4
  • Strong Managed Services growth of 8% in USD (6% local currency) in Q4
  • Adjusted operating margin expanded 10 basis points year-over-year in both Q4 and full year
  • Free cash flow increased to $10.87 billion for the full year from $8.61 billion in FY24
  • EMEA revenues grew 10% in USD and Asia Pacific grew 11% in USD in Q4
24/7 Wall St

ACN YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

ACN Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26
24/7 Wall St

ACN Revenue by Geography

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26

“I am very pleased with our 7% growth in fiscal 2025, demonstrating our unique ability to deliver for our clients as they seek our help to reinvent and lead with AI. As clients continue to embrace reinvention to create value and drive financial results and business outcomes, they need help to build their digital core, prepare data and reimagine processes, all while training their people to work in entirely new ways. This is what Accenture does best and our strong results this year clearly illustrate our impact. I am grateful to the Reinventors of Accenture who bring their unique talents, together with our proprietary tools and leading partnerships, to bear as we deliver value to our clients with certainty and speed.”

— Julie Sweet, Q4 2025 Earnings Press Release