Accenture Q3 2026 Earnings Call: Complete Transcript

Accenture (NYSE: ACN ) held its third-quarter earnings conference call on Thursday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more.

View the webcast at Summary Accenture PLC reported strong Q3 fiscal 2026 results with revenue growth across all geographic markets, industry groups, and types of work, adding $1 billion in revenue over FY25. The company faced a $100 million revenue impact from the Middle East conflict, affecting consulting work and delaying large managed services opportunities to FY27. Accenture announced plans to invest $9 billion in acquisitions, including OT cybersecurity firms Dragos, Run Zero, and Netrise, expanding its capabilities in strategic growth areas.

The company is launching Accenture Edge, targeting the mid-market segment, estimated as a $240 billion addressable market, with solutions tailored for faster deployment. Accenture continues to strengthen partnerships with AI and data partners, expecting to double bookings from key emerging partners compared to FY25. 2 billion to shareholders in Q3 through repurchases and dividends. 5 billion to shareholders.

Management highlighted the expansion of AI initiatives and cybersecurity as key growth drivers, with significant client wins and partnerships in these areas. Full Transcript OPERATOR Good day and welcome to Accenture's third quarter fiscal 2026 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad, and to withdraw your question, please press star then two. 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. Alexia Quadrani, Executive Director and Head of Investor Relations 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 third quarter.

Julie will then provide a brief update on the market positioning before Angie provides our business outlook for the fourth quarter and full year fiscal 2026. We will then take your questions before Julie provides a wrap-up at the end of the call. We're also pleased to announce that we will host our Investor Day in New York City on October 14th. More details to come.

Some of the matters we'll discuss on this call, including our business outlook, are forward-looking and as such are subject to known and unknown risks and uncertainties, including but not limited to those factors set forth in today's news release and discussed in our annual report on Form 10-K and quarterly reports on Form 10-Q and other SEC filings. These risks and uncertainties could cause actual results to differ materially from those expressed in this call. During our call today, we will reference certain non-GAAP financial measures which we believe provide useful information for investors. com.

As always, Accenture assumes no obligation to update the information presented on this conference call. Now let me turn the call over to Julie. Julie Sweet, Chair and Chief Executive Officer Thank you, Alexia, and everyone joining us this morning, and thank you to our more than 798,000 people for your extraordinary work. Before Angie takes you through the detailed numbers, I will give you some color on the quarter and on the progress we're making on our growth strategy.

In Q3, we delivered strong results with broad-based revenue growth across geographic markets, industry groups, and types of work and once again took significant market share, underscoring the relevance of our services and our strong competitive position. 4 billion year to date. Over the same period last year, we also delivered strong margin expansion, EPS growth, and free cash flow while continuing to invest in our business and our people. This quarter, we had 30 clients with quarterly bookings over $100 million, bringing us to 104 of such bookings year to date, a 13% increase over the same period last year.

This is one of the best indicators of the depth of our client relationships and the scale of the reinvention programs we are helping deliver. I also want to give you context on two factors that impacted our results this quarter. First, we were impacted by the conflict in the Middle East. We saw a revenue impact of approximately $100 million compared to our expectations, which was all consulting type of work split evenly between the direct impact on our Middle East business and indirect effects outside of the region.

In the last few weeks of the quarter, we sa