Accenture Q2 Earnings Call Highlights

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MarketBeat

Thu, March 19, 2026 astatine 10:47 AM CDT 8 min read

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Accenture reported $18 billion successful Q2 gross (4% local-currency growth) and record caller bookings of $22.1 billion for the quarter—first-half bookings reached $43 billion with a book-to-bill of 1.2 and 41 clients booking implicit $100 million.
Margins and currency improved: operating borderline roseate to 13.8% (+30 bps), diluted EPS was $2.93, escaped currency travel was $3.7 billion for the 4th and full-year FCF guidance was raised to $10.8–$11.5 billion; the institution plans to instrumentality astatine slightest $9.3 billion to shareholders and repurchased $1.7 cardinal of banal this quarter.
Accenture is accelerating AI and strategical M&A, hiring implicit 85,000 AI/data professionals, initiating precocious AI projects with astir 100 caller clients this quarter, and closing $1.6 billion of acquisitions portion targeting $5 billion of deals this fiscal twelvemonth to bolster AI, platforms and cybersecurity capabilities.
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Accenture (NYSE:ACN) executives highlighted grounds bookings, borderline enlargement and higher currency travel expectations successful the company’s fiscal second-quarter 2026 net call, portion emphasizing that lawsuit spending patterns stay “similar to 2025” arsenic budgets are acceptable for calendar 2026.

Chair and CEO Julie Sweet said Accenture delivered “another beardown quarter” with $18 cardinal successful revenue, increasing 4% successful section currency. CFO Angie Park said gross was astatine the apical extremity of the company’s guided scope and reflected an 8% summation successful U.S. dollars, helped by a +4.4% overseas speech interaction for the 4th (above the anterior quarter’s +3.5% estimate).

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Park reported record caller bookings of $22.1 billion for the quarter, bringing first-half bookings to $43 billion. Overall book-to-bill was 1.2, with consulting bookings of $11.3 billion (book-to-bill 1.3) and managed services bookings of $10.8 billion (book-to-bill 1.2).

Sweet said Accenture recorded 41 clients with quarterly bookings supra $100 million, calling it a grounds and noting the institution had 74 specified bookings successful the archetypal half, 12 more than the aforesaid play past year.

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Accenture posted 13.8% operating margin, an summation of 30 ground points versus the prior-year quarter. Park said gross borderline was 30.3% compared with 29.9% a twelvemonth earlier, portion income and selling disbursal declined to 9.7% of gross from 10.1%. General and administrative disbursal roseate to 6.7% from 6.3%.