Accenture reported fiscal third-quarter adjusted EPS of $3.80 versus a $3.72 estimate, with revenue of $18.7 billion rising 6% in USD but just below forecasts. The company unveiled roughly $4.18 billion in cybersecurity deals for Dragos, runZero and NetRise and saw shares tumble over 10%.
Accenture delivered adjusted EPS of $3.80, topping the $3.72 estimate, on revenue of $18.7 billion which rose 6% in U.S. dollars (3% local) but narrowly missed the $18.78 billion consensus. Operating margin expanded by 20 basis points to 17.0%, while bookings reached $19.3 billion versus $19.7 billion year-ago.
The company agreed to acquire a majority stake in Dragos and fully acquire runZero and NetRise in deals totaling about $4.175 billion, adding roughly $208 million of annual recurring revenue. These transactions aim to expand Accenture’s platform-led cybersecurity offerings for operational technology and critical infrastructure.
Shares plunged over 10% in premarket trading as investors weighed the revenue shortfall and top-end cut to the annual revenue growth forecast against the hefty acquisition outlay.
Accenture maintained fiscal 2026 EPS guidance of $13.78 to $13.90 and lifted expected local-currency revenue growth to 4%–5% excluding a 1% U.S. federal business drag, while projecting free cash flow of $10.8 billion to $11.5 billion.
Benzinga
