Accenture(US:ACN) Investorsยท2025-09-25 11:54Core Insights - Accenture's fiscal Q4 earnings exceeded expectations, with adjusted earnings rising 9% to $3.03 per share, while revenue increased 7% to $17.6 billion, despite challenges in U.S. federal government spending and the consulting sector [2][4] - The company's fiscal 2026 sales outlook was considered light, with expected revenue growth for the current quarter projected between $18.1 billion and $18.75 billion, below analyst estimates [4][5] - Accenture's stock rose 1% in early trading, although it has seen a 32% decline in 2024, reaching its lowest levels since late 2020 [3][4] Financial Performance - Accenture reported adjusted earnings of $3.03 per share for the quarter ended August 31, surpassing analyst expectations of $2.98 per share [2] - Revenue for the quarter was $17.6 billion, which included a 7% increase, attributed to acquisitions, despite a backdrop of reduced government spending [2] - Bookings totaled $21.3 billion, with $1.8 billion related to artificial intelligence, indicating a focus on emerging technologies [2] Future Guidance - For the current quarter ending in November, Accenture anticipates revenue growth between $18.1 billion and $18.75 billion, slightly above the consensus estimate of $18.51 billion [4] - The company projects a revenue growth of 1%-5% for fiscal 2025, with the midpoint of this guidance falling below the expected 5% growth to $73.16 billion [4] Market Reaction - Analyst Bryan Bergin from TD Cowen described Accenture's fiscal Q4 results and guidance as "better than feared," reflecting a negative sentiment in the market [5] - Accenture's stock performance has been under pressure, with significant declines observed in 2024, highlighting broader market concerns [3][4]