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FY2026 Q2
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Отчётный звонок Accenture PLC
Вывод Buzzberg
Record Q2 bookings of $22.1 billion, third consecutive $20B+ quarter
Accenture reported a strong Q2 with revenue at the top end of guidance, record bookings, and raised full-year guidance. Management emphasized AI as a broad tailwind, highlighted partnerships with Palantir and SAP, and disclosed strategic acquisitions pivoting toward non-FTE revenue models and AI enablers. Q2 revenue $18bn (+4% organic), record bookings $22.1bn, 74 clients with >$100M bookings in H1 (up 12 YoY).
Вывод Buzzberg Record Q2 bookings of $22.1 billion, third consecutive $20B+ quarter Accenture reported a strong Q2 with revenue at the top end of guidance, record bookings, and raised full-year guidance. Management emphasized AI as a broad tailwind, highlighted partnerships with Palantir and SAP, and disclosed strategic acquisitions pivoting toward non-FTE revenue models and AI enablers. Q2 revenue $18bn (+4% organic), record bookings $22.1bn, 74 clients with >$100M bookings in H1 (up 12 YoY). Читать полный анализСвернуть анализ
Accenture reported a strong Q2 with revenue at the top end of guidance, record bookings, and raised full-year guidance. Management emphasized AI as a broad tailwind, highlighted partnerships with Palantir and SAP, and disclosed strategic acquisitions pivoting toward non-FTE revenue models and AI enablers. Q2 revenue $18bn (+4% organic), record bookings $22.1bn, 74 clients with >$100M bookings in H1 (up 12 YoY).
- Raised FY26 revenue growth guidance to 3-5% local currency (ex-federal 4-6%), and free cash flow guidance to $10.8-11.5bn (+$1bn).
- Explicitly called out Palantir as an emerging ecosystem partner; acquired two firms to accelerate growth with Palantir.
- Completed acquisitions of Faculty (AI services with product revenue), Ookla (network intelligence, non-FTE model), and DLB Associates (data center engineering) – signaling pivot to IP/non-FTE revenue.
Выручка$18.0441B-4% к/к
EPS$2.93-26% к/к
Валовая маржа30.26%Факт
Операционная маржа13.82%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Guidance
Full-year revenue guidance raised to 3-5% local currency growth
M&A
M&A spend expected to reach $5 billion, up from prior plan
Показать ещё 3 тезиса
Cash Flow
Free cash flow guidance raised by $1 billion to $10.8-11.5B
AI
AI/data professional count exceeds fiscal 2026 goal early
AI
Enterprise AI adoption moving from proofs of concept to production
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $18.0441B | -4% к/к |
| EPS | $2.93 | -26% к/к |
| Валовая маржа | 30.26% | Факт |
| Операционная маржа | 13.82% | Факт |
| Свободный денежный поток | $3.668B | Факт |
| Капзатраты | $0.1497B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Капзатраты | FY2026 | $0.7B | $0.7B | Обозначен |
| EPS | FY2026 | $13.65–$13.90 | $13.78 | Обозначен |
| Свободный денежный поток | FY2026 | $10.8B–$11.5B | $11.15B | Повышен |
| Операционная маржа | FY2026 | 15.7%–15.9% | 15.8% | Обозначен |
| Выручка | FY2026 | 3%–5% | 4% | Обозначен |
| Выручка | FY2026 Q3 | $18.35B–$19B | $18.675B | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
Upbeat
Management repeatedly highlighted record bookings, strong margin expansion, and raised free cash flow guidance, while expressing confidence in AI-driven growth and market share gains despite geopolitical uncertainty.
Оценка AI от менеджмента
Management positions AI as a broad tailwind across nearly all work, driving demand for reinvention, data modernization, and new offerings like agentic commerce and mainframe modernization. They emphasize early leadership, ecosystem partnerships, and a large funnel of future work as clients move from proofs of concept to production, with AI increasingly embedded in core workflows and the delivery m
Инвестиции и мощности
Management raised full-year free cash flow guidance by $1 billion and slightly lowered property and equipment additions to approximately $700 million, reflecting strong operational efficiencies rather than increased capital spending. The capex outlook is not a major focus; the company is prioritizing M&A and shareholder returns instead.
все упомянутые компании ниже: 3
Компаниис момента звонка
Клиенты
Клиенты
Julie Sweet
Estee Lauder is a client example of large-scale digital and AI transformation, reflecting continued enterprise spending on reinvention programs.
Доказательства
“A good example of these demand trends is how we are partnering with the Estee Lauder companies, a global prestige beauty company, to advance its new one operating ecosystem”
Партнёры
Партнёры
Julie Sweet
Accenture is explicitly accelerating its partnership with Palantir via acquisitions and expects to more than double bookings from emerging AI ecosystem partners in FY26, directly boosting Palantir's enterprise adoption. — This signals that Palantir is gaining traction as a core platform for government and enterprise AI deployments, with Accenture acting as a key implementation partner, driving revenue growth for Palantir.
Доказательства
“We also acquired two companies to accelerate our growth with Palantir, an emerging ecosystem partner, Deco in the UK, which focuses particularly in defense and public sector markets, and Ranger Data in the US, which works across industries.”
Партнёры
Julie Sweet
Accenture, SAP, and Palantir are collaborating on product development, indicating deepening multi-party partnerships in the AI and ERP ecosystem.
Доказательства
“just last week we were at AIPCon Palantir's conference with SAP Palantir and Accenture on stage saying we're going to develop those products.”
Внешние сигналы
Альфа цепочки поставок · 1с момента звонка
Accenture is explicitly accelerating its partnership with Palantir via acquisitions and expects to more than double bookings from emerging AI ecosystem partners in FY26, directly boosting Palantir's enterprise adoption.
Доказательства
“We also acquired two companies to accelerate our growth with Palantir, an emerging ecosystem partner”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 3. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.