NYSE: ACN Accenture plc 8-K

Accenture cuts FY26 revenue guidance to 3-4%, reports Q3 EPS up 9% to $3.80

Filed June 18, 2026 · Period ending June 18, 2026 · ~1 min read

Key Changes

high

Full-year revenue growth guidance lowered to 3-4% in local currency (from prior 3-5% range), citing 1% headwind from U.S. federal business; excluding that impact, growth expected at 4-5%.

Exhibit 99 view on EDGAR →
high

Q3 revenues of $18.72 billion grew 3% in local currency; diluted EPS of $3.80 increased 9% year-over-year; operating margin expanded 20 basis points to 17.0%.

Item 2.02 verify on EDGAR →
medium

Q3 new bookings of $19.32 billion declined 3% in local currency, though year-to-date deals over $100 million reached 104, up 13% from prior year.

Exhibit 99 view on EDGAR →
medium

Announced acquisition of majority stake in Dragos plus full ownership of runZero and NetRise to expand operational technology security capabilities.

Exhibit 99 view on EDGAR →
medium

Quarterly dividend increased 10% to $1.63 per share, payable August 14, 2026; returned $2.2 billion to shareholders in Q3 through $1.2 billion in buybacks and $1.0 billion in dividends.

Exhibit 99 view on EDGAR →

Summary

Accenture delivered solid Q3 fiscal 2026 results with 3% local-currency revenue growth and 9% EPS growth to $3.80, while expanding operating margin by 20 basis points to 17.0%. However, the company lowered its full-year revenue guidance to 3-4% growth (from 3-5%), citing a 1% headwind from its U.S. federal business. Excluding that impact, the company expects 4-5% growth.

The guidance reduction suggests softer-than-expected demand in the federal sector, though management maintained its free cash flow outlook of $10.8-$11.5 billion. New bookings declined 3% in local currency to $19.32 billion in Q3, but year-to-date large deals over $100 million increased 13% to 104, indicating continued demand for major transformation programs.

The company announced a strategic acquisition in operational technology security (Dragos, runZero, NetRise) to expand its cybersecurity platform. Accenture raised its quarterly dividend 10% to $1.63 per share and returned $2.2 billion to shareholders in the quarter. Investors should monitor whether the federal headwind persists and whether bookings momentum translates to revenue acceleration in coming quarters.

Section-by-Section Diff

Event · Exhibit 99

~5,500 words View exhibit on EDGAR ↗

4 Added

Added Q3 FY26 earnings results high

Added in current filing · view on EDGAR → · paraphrased

Revenues for the third quarter of fiscal 2026 were $18.72 billion, an increase of 6% in U.S. dollars and 3% in local currency... Diluted EPS for the quarter were $3.80, a 9% increase from $3.49 for the third quarter of fiscal 2025... Operating margin (operating income as a percentage of revenues) for the quarter expanded 20 basis points to 17.0%, compared to operating margin of 16.8% for the third quarter of fiscal 2025.

Accenture delivered Q3 fiscal 2026 revenues of $18.72 billion, up 3% in local currency, with diluted earnings per share of $3.80, a 9% year-over-year increase. Operating margin expanded 20 basis points to 17.0%. The company returned $2.2 billion to shareholders during the quarter through $1.2 billion in share repurchases and $1.0 billion in dividends.

Added Full-year FY26 guidance revision high

Added in current filing · view on EDGAR → · paraphrased

Company now expects full-year revenue growth to be 3% to 4% in local currency. Excluding an estimated 1% impact from its U.S. federal business, company now expects revenue growth to be 4% to 5% in local currency... Now expects full-year GAAP diluted earnings per share to be in the range of $13.38 to $13.50, a 10% to 11% increase; now expects full-year adjusted earnings per share to be in the range of $13.78 to $13.90, a 7% to 8% increase

Accenture lowered its full-year fiscal 2026 revenue growth guidance to 3-4% in local currency (4-5% excluding a 1% headwind from U.S. federal business), down from the prior 3-5% range. The company narrowed its full-year GAAP EPS guidance to $13.38-$13.50 (10-11% growth) and adjusted EPS to $13.78-$13.90 (7-8% growth). Free cash flow guidance of $10.8-$11.5 billion was maintained.

Added Dragos, runZero, NetRise acquisition medium

Added in current filing · view on EDGAR →

Our agreement to acquire a majority stake in Dragos and all of runZero and NetRise, leaders in OT Security, is the type of move that defines our strategy: it is expanding our addressable market, creating a new platform-led growth opportunity, and is positioning Accenture at the center of one of the most critical cybersecurity challenges our clients face.

Accenture announced an agreement to acquire a majority stake in Dragos and full ownership of runZero and NetRise, companies specializing in operational technology (OT) security. Management characterized this as a strategic move to expand the addressable market and create a platform-led growth opportunity in a critical cybersecurity area.

Added Dividend increase medium

Added in current filing · view on EDGAR →

Accenture plc has declared another quarterly cash dividend of $1.63 per share for shareholders of record at the close of business on July 9, 2026 ... This dividend, which is payable on August 14, 2026, represents a 10% increase over the quarterly dividend rate of $1.48 per share in fiscal 2025.

Accenture declared a quarterly dividend of $1.63 per share, payable August 14, 2026, representing a 10% increase over the prior-year quarterly rate of $1.48. This continues the company's pattern of returning capital to shareholders.

Event · Item 2.02 — Results of Operations and Financial Condition

~400 words

Accenture announced Q3 FY2026 financial results for the quarter ended May 31, 2026.

3 Added

Added Q3 FY2026 earnings announcement high

Added in current filing · verify on EDGAR →

On June 18, 2026, Accenture plc (“Accenture”) issued a news release announcing financial results for its third quarter of fiscal 2026, which ended on May 31, 2026.

Accenture disclosed its third quarter fiscal 2026 financial results for the period ended May 31, 2026. The 8-K itself does not contain the actual financial figures; it announces that a news release was issued and attached as an exhibit. The filing is a standard earnings announcement under Item 2.02.

Added Non-GAAP measures disclosed medium

Added in current filing · verify on EDGAR →

Free cash flow (defined as operating cash flow net of property and equipment additions). Accenture’s management believes that this information provides meaningful additional information regarding the company’s liquidity.

Accenture disclosed that it uses free cash flow as a non-GAAP measure, defined as operating cash flow minus capital expenditures. Management views this metric as providing insight into the company's liquidity position beyond GAAP measures.

Added Business optimization costs adjustment medium

Added in current filing · verify on EDGAR →

Adjusted financial measures excluding the impact of business optimization costs in the first quarter of fiscal 2026 and the fourth quarter of fiscal 2025. Accenture’s management believes that information regarding the effect of the business optimization costs facilitates an understanding as to the impact of this item and the company’s performance in comparison to the prior period.

Accenture disclosed that it adjusts certain financial measures to exclude business optimization costs incurred in Q1 FY2026 and Q4 FY2025. This indicates the company undertook restructuring or cost-reduction initiatives in those periods and is presenting adjusted results to facilitate period-over-period comparisons.