Part 2 of 5: Earnings Calendar (15Jun2026) - Accenture
Earnings Calendar (15Jun2026)
I’m reviewing the companies reporting earnings in the coming week: Kruger, Accenture, Jabil, CarMax, and Quantum.
Accenture Overview
Valuation and Market Sentiment
Accenture’s share price has declined by more than 45% compared with a year ago.
At a price-to-earnings ratio of 13.9 and earnings per share of $12.32, the stock appears to offer an interesting valuation opportunity.
From a market perspective, technical analysis indicates a “strong sell” signal, while broader analyst sentiment remains constructive, with a “buy” recommendation and an average price target of $236.86, implying potential upside of more than 39%.
Income Statement Performance (2021–2025)
Over the 2021 to 2025 period, total revenue increased from $50.5 billion to $69.6 billion, gross profit rose from $16.3 billion to $22.2 billion, and net income grew from $5.9 billion to $7.6 billion. Overall, both the top line and bottom line expanded at a healthy pace.
Balance Sheet Performance (2021–2025)
During the same period, total assets increased from $43.1 billion to $65.3 billion, while total liabilities edged up from $33.0 billion to $33.1 billion.
Total debt is a point of concern. It remained around $3 billion for the first four years, but rose sharply to $8 billion in 2025.
Despite this, total equity also increased meaningfully, rising from $20.0 billion to $32.2 billion.
Cash Flow Trends (2021–2025)
Cash flow from operations improved from $8.9 billion to $11.4 billion over the period. Cash flow from investing showed a persistent outflow, while cash flow from financing also declined. Encouragingly, net change in cash improved from negative $247 million to a positive $6.4 billion.
Q1/2026 news around Accenture (from Gemini)
Accenture’s Q1 Fiscal 2026 results highlight a massive shift toward advanced AI deployment amid shifting traditional consulting models.
Financial Highlights
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Revenue: Reached $18.7 billion, a 6% increase in USD (5% in local currency), hitting the top of its guided range.
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Bookings & Earnings: New bookings reached $20.9 billion. Adjusted EPS rose 10% to $3.94, with adjusted operating margins expanding to 17.0%.
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Shareholder Returns: Returned $3.3 billion through dividends and share repurchases.
The AI & Operational Pivot
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AI Surge: Advanced AI bookings skyrocketed 76% year-over-year to $2.2 billion, while AI revenue surged 120% to $1.1 billion. Accenture announced this is the final quarter it will isolate these metrics, as AI is now fully embedded across its business.
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Agentic Scale: Deployed over 3,000 reusable AI agents across 1,300 clients and launched company-wide agentic AI training.
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Market Friction: Despite beating estimates, the stock faced pressure due to fears of AI cannibalizing traditional billable hours and near-term headwinds from U.S. federal spending cuts.
Earnings
For the upcoming earnings, the EPS and revenue forecasts are $3.72 and $18.78B, respectively.
This is a stock that I would monitor.
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