NYSE$ACN

Accenture Plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Accenture's financial performance declined slightly due to foreign exchange impacts, but new bookings increased significantly.

Accenture reported a slight decrease in revenue and EPS due to foreign exchange impacts, but new bookings grew by 22%. The company is focused on generative AI and continues to invest in acquisitions.

  • New bookings increased by 22% to $21.1 billion.
  • Generative AI new bookings reached over $900 million for the quarter.
  • Revenues decreased by 1% to $16.5 billion.
  • GAAP EPS decreased by 3% to $3.04.

Headline financials

Total Revenue

$16.5B

Previous: $16.6B-0.6%
EPS

$3.04

Previous: $3.19-4.7%
New bookings

$21B

Previous: $17.2B+21.8%
GAAP operating margin

16.0%

No prior period
Capital Expenditures

-$303M

Previous: -$348M+12.9%
Free Cash Flow

$1.63B

Previous: $1.66B-2.0%
Net Income

$1.93B

Previous: $2.01B-3.9%
Operating Income

$2.63B

Previous: $2.36B+11.5%
Gross Profit

$5.5B

Previous: $5.53B-0.6%
Cash & Equivalents

$5.54B

Previous: $8.54B-35.1%
Total Assets

$54.1B

Previous: $50.1B+8.0%
Stock-Based Comp

$474M

Previous: $473M+0.3%

Revenue & EPS history

Accenture · Revenue · Quarterly

$16.5B

Q3 2024-0.6%vs Q3 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Accenture expects Q4 2024 revenues to be in the range of $16.05 billion to $16.65 billion, representing 2% to 6% growth in local currency. For fiscal year 2024, the company now expects revenue growth to be in the range of 1.5% to 2.5% in local currency and GAAP EPS to be in the range of $11.29 to $11.44.

Tailwinds

  • Revenue growth of 2% to 6% in local currency is expected for Q4 2024.
  • Full-year revenue growth is projected to be 1.5% to 2.5% in local currency.
  • GAAP operating margin for fiscal 2024 is expected to be 14.8%.
  • Free cash flow is projected to be in the range of $8.7 billion to $9.3 billion.
  • Accenture plans to return at least $7.7 billion in cash to shareholders through dividends and share repurchases.

Headwinds

  • Foreign-exchange impact on results in U.S. dollars is expected to be negative 0.7% for fiscal 2024.
  • GAAP diluted EPS is now expected to be in the range of $11.29 to $11.44, compared to $11.41 to $11.64 previously.
  • Adjusted EPS is now expected to be in the range of $11.85 to $12.00, compared to $11.97 to $12.20 previously.
  • The company now expects both its GAAP and adjusted annual effective tax rate to be in the range of 23.5% to 24.5%, compared to 22.5% to 24.5% previously.
  • Revenue for the quarter reflect a foreign-exchange impact of approximately negative 2% compared with the negative 1% impact previously assumed.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.0%

Avg return

30 days after

46%

33 / 71 earnings

Positive

+8.8%

Q4 2012

Best reaction

-11.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.4%-1.3%
Q1 2026-3.0%-1.1%+4.6%
Q4 2025-2.8%+3.1%+3.6%
Q3 2025-1.4%+0.9%-12.1%
Q2 2025-7.3%-4.8%-13.0%
Q1 2025+5.4%+4.0%+1.4%
Q4 2024+3.8%+4.4%+7.0%
Q3 2024+8.3%+7.6%+15.4%
Q2 2024-11.3%-11.6%-16.7%
Q1 2024-0.7%+3.7%+5.2%
Q4 2023-2.3%-2.6%-7.7%
Q3 2023-4.7%-4.0%+0.5%
Q2 2023+7.4%+8.6%+9.1%
Q1 2023-9.1%-4.3%+0.4%
Q4 2022-2.0%-3.4%+1.6%
Q3 2022+4.5%-0.9%+0.6%
Q2 2022-0.3%+0.8%-1.7%
Q1 2022+5.6%+4.7%-5.8%
Q4 2021+1.4%-3.1%+5.7%
Q3 2021+3.1%+3.8%+11.5%
Q2 2021-0.2%+0.7%+8.6%
Q1 2021+7.6%+4.9%+2.5%
Q4 2020-6.9%-2.8%-0.4%
Q3 2020+5.3%+6.4%+9.7%
Q2 2020-0.8%+3.8%+15.8%
Q1 2020+2.6%+2.8%+1.7%
Q4 2019+0.3%-0.7%-4.1%
Q3 2019+0.8%+2.9%+7.4%
Q2 2019+5.7%+5.3%+8.6%
Q1 2019-9.1%-11.5%-0.3%
Q4 2018-1.6%+0.1%-10.7%
Q3 2018+5.3%+5.1%+4.3%
Q2 2018-9.1%-8.1%-5.9%
Q1 2018+1.4%+0.8%+6.6%
Q4 2017-1.1%-1.7%+4.9%
Q3 2017-3.4%-3.9%+1.4%
Q2 2017-5.9%-4.1%-5.7%
Q1 2017-5.1%-5.3%-7.3%
Q4 2016+4.7%+1.4%-0.8%
Q3 2016-6.4%-7.1%-5.2%
Q2 2016+6.0%
Q1 2016-6.6%
Q4 2015-0.9%
Q3 2015+1.3%
Q2 2015+6.5%
Q1 2015+6.1%
Q4 2014-0.8%
Q3 2014-2.1%
Q2 2014-5.0%
Q1 2014+6.5%
Q4 2013-2.7%
Q3 2013-9.6%
Q2 2013+1.3%
Q1 2013-3.0%
Q4 2011+0.4%
Q4 2012+8.8%
Q3 2012-1.9%
Q2 2012+1.8%
Q1 2012-3.4%
Q2 2011+2.2%
Q3 2011+3.8%
Q1 2011-3.2%
Q4 2010-1.4%
Q4 2008-1.4%
Q3 2010+5.8%
Q3 2009+5.8%
Q2 2009+1.9%
Q2 2010+1.9%
Q1 2009-2.5%
Q1 2010-2.5%
Q4 2009-2.5%

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