ACN
FY2026 Q3 · Calendar Q2 2026
Accenture plc
Accenture reported Q3 FY2026 revenue of $18.7B (+3% local currency), EPS of $3.80 (beating the $3.70 consensus by 2.7%), and $3.6B in free cash flow. Revenue narrowly missed the $18.78B estimate. Despite the EPS beat, shares fell approximately 18% on the session as management maintained rather than raised FY2026 guidance and flagged managed-services deal delays pushing into FY2027. The company raised its acquisition budget to $9B from $5B and announced two strategic platforms: a unified OT security offering combining Dragos, runZero, and NetRise, and Accenture Edge targeting the $240B mid-market. The stock has since recovered 13% from its post-earnings low near $128 to $164.66, with analyst consensus targets at $198.56. Bullish score of 85, matching the prior quarter. Management tone remains confident despite the maintained guidance, reflecting conviction in AI adoption, OT security…
EPS surprise+2.7%
Market move-18.0%
