Accenture (ACN) Investor Day 2026 summary

FY26 performance

• Revenue was $74.2B, up 5% in local currency; bookings were $84.5B, book-to-bill was 1.1, and incremental revenue was $4.5B.

• Adjusted operating margin was 15.8%, up 20 bps; adjusted EPS was $13.97, up 8%; free cash flow was $11.6B, with a 1.4x FCF-to-net-income ratio.

• FY22–FY26 revenue rose from $61.6B to $74.2B; adjusted margin moved from 15.2% to 15.8%, and adjusted EPS from $10.71 to $13.97, a 7% CAGR. FY22 margin and EPS were GAAP.

• Shareholder returns totaled $11.5B, up 38% versus FY25.

Strategic foundation

• Addressable market expanded from $1.5T to $3T over four years; revenue increased $12.6B and market-share gains exceeded 2x the investable basket.

• FY22–FY26 quarterly bookings above $100M rose from 100 to 141; 501 were completed over four years, while diamond client relationships increased from 267 to 317.

• A $3B, three-year AI investment supported growth in advanced AI projects from a handful in 2022 to more than 18,000, and in AI and data professionals from 40,000 to nearly 110,000.

• FY23–FY26 cumulative operating investments were $13.0B, acquisition capital deployed was $18.7B, and shareholder returns totaled $34.8B.

• Strategy shifts from building and expanding the foundation to scaling reinvention, with priorities to grow the core and scale the network.

Business mix and growth engines

• Core represented 94% of FY26 business and grew mid-single digits; large-scale reinventions remain its main growth driver, alongside digital-core modernization and enterprise AI infrastructure.

• Businesses represented 6% of FY26 business and grew double digits; the ambition is to double their size to 12% by FY29.

• FY26 work was split 50% Consulting and 50% Managed Services; Managed Services represented half of business and grew 6%.

• The mid-market is a $240B market growing at high-single-digit rates; it represented 8% of business last year, with market-share expansion beginning in FY27.

• Around 20 AI growth arenas are creating demand; agentic commerce pipeline reached $1B from zero in January, with $125M won, while software-defined vehicles reached a $600M pipeline.