ACN · Q3 FY2026
Accenture plc Q3 FY2026 earnings analysis
By SageNoodle ResearchBullish
| Metric | Actual | Estimate | Result |
|---|---|---|---|
| Revenue | $18.72B | $17.73B (yr ago) | Beat |
| EPS | $3.80 | $3.49 (yr ago) | Beat |
| Free Cash Flow | $1.51B | Not disclosed (yr ago) | Miss |
| Gross Margin | Not disclosed | Not disclosed (yr ago) | Miss |
| Operating Margin | 17.0% | 16.8% (yr ago) | Beat |
What changed
Revenue increased 5.6% year over year to $18.72 billion, while EPS rose 8.9% to $3.80. Operating margin expanded 20 basis points to 17.0%, and the supplied cash-flow values imply $1.51 billion of quarterly free cash flow, although the comparable prior-year figure was not disclosed.
Impact on the investment thesis
With no prior coverage, we establish a $210 base-case fair value rather than revise an existing estimate. The quarter supports that value through higher revenue, EPS and operating margin, but absent management guidance and gross-margin disclosure limits the case for a higher estimate.