Accenture plc (ACN) Q3 2025 Earnings Report

Accenture reported a solid Q3 FY2025, with revenue of $17.7 billion, up 7% in local currency, and bookings of $19.7 billion, underscoring robust demand for large-scale reinventions and Gen AI-enabled solutions. Gen AI bookings reached $1.5 billion in the quarter, contributing to YTD Gen AI bookings of $4.1 billion and revenue of $1.8 billion, reinforcing Accenture’s leadership in AI-enabled services. Operating margins expanded 40 basis points to 16.8%, and diluted EPS rose about 12% year-over-year to $3.49 on a trailing basis, while free cash flow of $3.5 billion supported a strong capital return program (share repurchases of $1.8 billion and $0.92 billion in dividends). The quarter also featured meaningful investments in talent and capabilities (75,000 AI workforce, 38 million training hours year-to-date) and a strategic reorganization into Reinvention Services to accelerate AI-enabled delivery. This performance occurred despite heightened macro uncertainty, with management noting a resilient model driven by diversified services, broad geographic exposure, and a large installed base of relationships. For Q4, Accenture guided revenue of $17.0–$17.6 billion with 1–5% local-currency growth and an expected 2% headwind from federal programs, implying continued, though uneven, market activity. The company reaffirmed its longer-term growth framework: organic growth roughly 3–4% in FY26 with ~2% annual inorganic contribution and about $1.0–$1.5 billion in acquisitions in FY25.