Q3 2026 Accenture PLC Earnings Call Transcript
Key Points
- Accenture PLC (ACN) delivered strong revenue growth, adding approximately $1 billion in Q3 over FY25 and $3.4 billion year-to-date over the same period last year.
- The company achieved significant margin expansion and EPS growth, with EPS increasing by 9% to $3.80.
- Accenture PLC (ACN) reported robust free cash flow of $3.6 billion and returned $2.2 billion to shareholders through repurchases and dividends.
- The company is expanding its total addressable market by entering the mid-market segment, estimated at $240 billion, and launching Accenture Edge.
- Accenture PLC (ACN) is making strategic acquisitions in high-growth areas, including OT cybersecurity, which is expected to triple its total addressable market in OT security.
- The company faced a $100 million revenue impact due to the conflict in the Middle East, affecting consulting work.
- Some large managed services opportunities have been delayed to FY27, impacting expected revenue for Q4.
- There is macroeconomic uncertainty, particularly in discretionary spending, which could affect future revenue growth.
- Accenture PLC (ACN) is experiencing longer decision-making processes in EMEA, impacting sales in the region.
- The company's inorganic growth contribution is expected to be slightly below 2% entering FY27, indicating potential challenges in achieving higher growth rates.
Good day and welcome to Accenture's third quarter fiscal 2026 earnings conference call. (Operator Instructions) Please note today's event is being recorded. I'd now like to turn the conference over to Alexia Quadrani, Executive Director and Head of Investor Relations. Please go ahead.
Thank you, operator, and thanks, everyone, for joining us today on our third quarter 2026 earnings announcement. As the operator just mentioned, I'm Alexia Quadrani, Executive Director, Head of Investor Relations. On today's call, you will hear from Julie Sweet, our Chair and Chief Executive Officer; and Angie Park, our Chief Financial Officer. We hope you've had an opportunity to review the earnings release, which we issued a short time ago.
Let me quickly outline the agenda for today's call. Julie will begin with an overview of our results. Angie will take you through the financial details, including the income statement and balance sheet, along with some key operational metrics for the
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