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# Accenture plc (ACN) - Recent Events Accenture's fiscal year ends August 31. Fiscal Q3 2026 ended May 31, 2026. Amounts are in US dollars. ## Filings that contain financial statements Accenture's earnings press releases, furnished as Exhibit 99 to Form 8-K, carry full financial statements (consolidated income statement, revenue summaries, balance sheet and cash flow statement, plus non-GAAP reconciliations). Quarterly statements are also in the Form 10-Q (accession 0001467373-26-000032, quarter ended May 31, 2026). - Form 8-K filed June 18, 2026, accession 0001467373-26-000031: third quarter and nine months ended May 31, 2026 (with prior-year comparatives). - Form 8-K filed October 1, 2026, accession 0001467373-26-000037: fourth quarter and full fiscal year ended August 31, 2026 (with prior-year comparatives). This postdates the third-quarter period. - Form 8-K filed March 19, 2026, accession 0001467373-26-000013: second quarter and six months ended February 28, 2026. - Form 8-K filed December 18, 2025, accession 0001467373-25-000221: first quarter ended November 30, 2025. - Form 8-K filed September 25, 2025, accession 0001467373-25-000213: fourth quarter and fiscal year ended August 31, 2025. ## Third-quarter fiscal 2026 results and guidance (June 18, 2026; accession 0001467373-26-000031) - Quarter ended May 31, 2026: new bookings of $19.32 billion (down 2% in US dollars, down 3% in local currency); revenues of $18.72 billion (up 6% in US dollars, 3% in local currency); operating margin of 17.0%, up 20 basis points; operating income of $3.18 billion; net income of $2.39 billion; diluted EPS of $3.80, up 9% from $3.49; operating cash flow of $3.79 billion and free cash flow of $3.60 billion. - Guidance changes: full-year fiscal 2026 revenue growth narrowed to 3% to 4% in local currency (previously 3% to 5%), or 4% to 5% excluding an estimated 1% impact from the U.S. federal business. GAAP diluted EPS outlook moved to $13.38 to $13.50 (previously $13.25 to $13.50). Adjusted EPS outlook moved to $13.78 to $13.90 (previously $13.65 to $13.90). Free cash flow outlook was kept at $10.8 billion to $11.5 billion. Capital return outlook was raised to at least $9.5 billion (previously at least $9.3 billion). - Fourth-quarter outlook: revenues of $17.75 billion to $18.4 billion, or 1% to 5% growth in local currency. - Capital return: the quarter included $1.2 billion of repurchases or redemptions (6.0 million shares) and $1.0 billion of dividends at $1.63 per share, a 10% increase over the fiscal 2025 rate. A further $1.63 dividend was declared, payable August 14, 2026. Remaining repurchase authority was about $3.2 billion at May 31, 2026, with about 612 million shares outstanding. ## Acquisitions - Dragos, runZero and NetRise (referenced in the June 18, 2026 third-quarter earnings release; accession 0001467373-26-000031): the CEO's comments in the release describe an "agreement to acquire a majority stake in Dragos and all of runZero and NetRise," operational technology security companies. This is a signed agreement, not a completed acquisition. No filing discloses a purchase price or reports a closing. - The Form 10-Q for the quarter ended May 31, 2026 (accession 0001467373-26-000032) states that in the nine months ended May 31, 2026 the company completed individually immaterial acquisitions for total consideration of $2.82 billion, net of cash acquired. ## Capital actions - Share repurchase increase (June 23, 2026; accession 0001467373-26-000035): Accenture raised its fiscal 2026 share repurchase plan by $2 billion, to a total of $7.5 billion (a 62% increase over the prior year). It said all repurchases would be completed by August 31, 2026 under the existing Board authorization, and it expected total fiscal 2026 shareholder returns of $11.5 billion. About $1 billion of capacity was expected to remain, and further Board authorization would be requested in September 2026. - New credit facilities (April 22, 2026, reported April 24, 2026; accession 0001467373-26-000019): Accenture, as guarantor, and certain subsidiaries entered a five-year senior unsecured revolving credit agreement of $5.925 billion and a 364-day credit agreement providing a $2.175 billion senior unsecured revolving facility, both with Bank of America, N.A. as administrative agent. The two agreements replace the prior $5.5 billion senior unsecured revolving credit facility, which was terminated on April 22, 2026 (reported under Item 1.02). The commercial paper program maximum was increased to $8.1 billion. The agreements carry a minimum interest coverage ratio covenant. - Senior notes (closed July 10, 2026; accession 0001193125-26-300813): subsidiary Accenture Capital Inc., guaranteed by Accenture plc, closed the sale of $5.0 billion of notes: $300 million floating rate notes due 2029, $1.0 billion of 4.750% notes due 2029, $1.5 billion of 5.000% notes due 2031, $1.1 billion of 5.300% notes due 2033 and $1.1 billion of 5.600% notes due 2036. The public offering price totaled $4.997 billion, with estimated net proceeds of about $4.979 billion before offering expenses. The underwriting agreement is dated July 8, 2026. ## Fourth-quarter and full-year fiscal 2026 results (October 1, 2026; accession 0001467373-26-000037) These results postdate the third-quarter period. - Fourth quarter: new bookings of $22.17 billion; revenues of $18.68 billion (up 6% in US dollars, 7% in local currency), above the guided range of $17.75 billion to $18.40 billion; GAAP operating margin of 15.3%; GAAP diluted EPS of $3.29; free cash flow of $2.85 billion. - Full year: new bookings of $84.54 billion; revenues of $74.18 billion (up 6% in US dollars, 5% in local currency); GAAP operating margin of 15.4% and adjusted operating margin of 15.8%; GAAP diluted EPS of $13.56 and adjusted EPS of $13.97; free cash flow of $11.62 billion. - Capital return: $11.5 billion returned in fiscal 2026, made up of $7.5 billion of repurchases and $4.0 billion of dividends. The Board approved $6.0 billion of additional repurchase authority in September 2026, bringing outstanding authority to about $6.9 billion. A quarterly dividend of $1.71 per share was declared, payable November 13, 2026, a 5% increase over the fiscal 2026 rate. - Fiscal 2027 outlook: revenue growth of 3% to 6% in local currency; GAAP diluted EPS of $14.39 to $14.81; operating margin of 15.9% to 16.1%; free cash flow of $11.0 billion to $11.8 billion; capital return of at least $9.5 billion. First-quarter fiscal 2027 revenues are expected at $18.95 billion to $19.60 billion. - The release did not mention Dragos, runZero or NetRise. The cash flow statement shows $4.94 billion of purchases of businesses and investments, net of cash acquired, for fiscal 2026. ## Earlier fiscal 2026 results - Second quarter (March 19, 2026; accession 0001467373-26-000013): record new bookings of $22.1 billion, revenues of $18.04 billion (up 8% in US dollars, 4% in local currency), operating margin of 13.8% and diluted EPS of $2.93. Full-year revenue growth guidance was narrowed to 3% to 5% in local currency, and free cash flow guidance was raised to $10.8 billion to $11.5 billion. - First quarter (December 18, 2025; accession 0001467373-25-000221): new bookings of $20.9 billion, revenues of $18.7 billion, GAAP diluted EPS of $3.54 and adjusted EPS of $3.94. The company recorded $308 million of business optimization costs (primarily employee severance), completing a six-month program. The 10-Q puts the program's total at $923 million. ## Governance and leadership - Annual general meeting (January 28, 2026; accession 0001467373-26-000005): shareholders elected all director nominees and approved an amended and restated 2010 Share Incentive Plan that authorizes an additional 7 million shares and extends the plan term to December 12, 2035. Shareholders also approved the Irish-law share issuance, pre-emption opt-out and treasury share re-allotment proposals and ratified KPMG LLP as auditor. - Leadership and growth-model changes (June 20, 2025; accession 0001467373-25-000170): effective September 1, 2025, all services were combined into a single business unit, Reinvention Services, led by Manish Sharma as Chief Services Officer. John Walsh became CEO of the Americas and Kate Hogan became global Chief Operating Officer. Jason Dess became Group Chief Executive - Consulting and Rajendra Prasad became Group Chief Executive - Technology and Chief Technology Officer. Compensation terms for Ms. Hogan were reported in an 8-K/A filed July 17, 2025 (accession 0001467373-25-000190). - CEO health update (February 13, 2025; accession 0001467373-25-000069): Chair and CEO Julie Sweet sent a message to employees updating them on her health, furnished as Exhibit 99.