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ACN Set to Report Q4 Earnings: Here's What Investors Should Know

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Key Takeaways

  • Accenture's Q4 revenues are estimated at $18B, up 5.6% y/y, while EPS is projected to rise 5.3% to $3.19.
  • Managed Services revenues are pegged at $9.2B, up 4.7%, aided by demand for AI and consulting capabilities.
  • Accenture's Americas and EMEA revenues are each expected to rise 7.5%, while the Asia Pacific may fall 26.4%.

Accenture plc (ACN - Free Report) is scheduled to release fourth-quarter fiscal 2026 results on Oct. 1, before market open.

ACN has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average being 3.1%.

Accenture PLC Price and EPS Surprise

Accenture PLC Price and EPS Surprise

Accenture PLC price-eps-surprise | Accenture PLC Quote

Accenture’s Q4 Expectations

The Zacks Consensus Estimate for the top line is pinned at $18 billion, hinting at a 5.6% increase from that reported in the fourth quarter of fiscal 2026.

The consensus estimate for Consulting revenues is pegged at $8.8 billion, suggesting marginal year-over-year growth. Consulting revenues are likely to have benefited from booking growth across four consecutive quarters, recovery in Accenture Federal Services and surging consulting content within large transformation and managed-services engagements.

For the Managed Services segment, the consensus mark for revenues is pinned at $9.2 billion, indicating a 4.7% rise from the year-ago quarter’s reported number. Clients increasingly seeking AI and consulting capabilities within managed services engagements is expected to have supported this segment’s performance.

The Zacks Consensus Estimate for the Products segment’s revenues is $5.5 billion, indicating a 2.5% uptick from the year-ago quarter’s actual. Escalating demand for digital manufacturing, AI, cloud, cybersecurity and efficiency-related transformation initiatives is anticipated to have benefited this segment.

The consensus mark for the Health & Public Services segment’s revenues is at $3.7 billion, suggesting a 2.5% rise from the year-ago quarter’s actual. This segment is expected to have benefited from the normalization of Accenture’s U.S. federal business.

For Financial Services, the consensus estimate for revenues is $3.4 billion, implying a 2.5% hike from the year-ago quarter’s actual. This segment’s growth is likely to have been reinforced by continued investment in data, AI implementation and technology modernization.

The consensus mark for the Resources segment revenues is kept at $2.4 billion, indicating 2.5% year-over-year growth. This rally is likely to have been attributed to the rising demand for cybersecurity, infrastructure modernization, AI and operational technology.

Geographically, the Zacks Consensus Estimate for revenues from the Americas is at $9.4 billion, suggesting 7.5% growth from the year-ago quarter’s actual. The region is anticipated to have benefited from Accenture’s U.S. federal business recovery, coupled with continued demand across technology-centric industries.

The consensus estimate for revenues from the EMEA region is set at $6.7 billion, indicating a 7.5% increase from that reported in the same quarter last year. AI-backed transformation programs, including BT engagement and the Alfahealth buyout, are anticipated to have supported this region. The consensus mark for revenues from the Asia Pacific is pinned at $1.9 billion, implying a 26.4% year-over-year fall.

The Zacks Consensus Estimate for the bottom line is set at $3.19 per share, suggesting a 5.3% increase from the year-ago quarter’s reported number. Top-line growth and operating margin expansion are expected to have translated into solid bottom-line improvement.

What Our Model Says About ACN Stock

Our model predicts an earnings beat for Accenture this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

ACN has an Earnings ESP of +0.31% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Earnings Snapshot

Paychex (PAYX - Free Report) reported an impressive first-quarter fiscal 2027.

PAYX registered adjusted earnings of $1.34 per share, rising 9.8% year over year and beating the Zacks Consensus Estimate of $1.33 by a slight margin. Total revenues rose 5.9% to $1.63 billion, topping the consensus mark of $1.62 billion by a small margin.

ABM Industries Incorporated (ABM - Free Report) reported better-than-expected third-quarter fiscal 2026 results.

ABM posted adjusted earnings of $1.04 per share, which increased 27% year over year and surpassed the Zacks Consensus Estimate of $1.01 by 3%. Revenues rose 4.2% to $2.32 billion and beat the consensus mark of $2.30 billion by 0.7%.

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