Accenture Sets New Bookings Record and Raises Guidance as AI Drives Growth in Q2 2026
New Bookings Hit $22.1 Billion, Driven by AI-Focused Demand
Accenture’s second-quarter fiscal 2026 results showcase the company’s strongest quarter for new bookings—reaching $22.1 billion, up 6% from a year ago in U.S. dollars. Notably, this includes a record 41 clients with quarterly bookings above $100 million, underscoring continued enterprise demand for large-scale digital transformation projects. Revenues of $18 billion came in at the top of management’s guided range, reflecting 8% year-over-year growth in U.S. dollars as clients intensify investments in advanced AI and digital core initiatives.
Profitability and Cash Flow Remain Strong Amid Accelerated AI Adoption
Profitability strengthened in the quarter, with the operating margin rising 30 basis points to 13.8%. Adjusted diluted earnings per share climbed to $2.93, a 4% increase versus last year. Free cash flow also impressed, coming in at $3.7 billion. Not only is Accenture scaling in the competitive digital services market, but its business mix is generating robust shareholder returns. The company returned $2.7 billion to shareholders via $1.7 billion in share repurchases and $1.0 billion in dividends, marking a 10% increase in per-share payments.
| Key Metric | Q2 FY2026 | % Change (YoY, USD) |
|---|---|---|
| New Bookings | $22.1B | 6% |
| Revenues | $18.0B | 8% |
| Operating Margin | 13.8% | +30 bps |
| Diluted EPS | $2.93 | 4% |
| Free Cash Flow | $3.7B | N/A |
| Shareholder Returns | $2.7B | N/A |
| Dividend per Share | $1.63 | 10% |
Full-Year Guidance Lifted: AI and Strategic Acquisitions Support Positive Outlook
On the heels of these results, Accenture raised its full-year revenue growth forecast to 3–5% in local currency (or 4–6% excluding a 1% impact from its U.S. federal business). The company also upgraded its full-year GAAP diluted earnings per share outlook to $13.25–$13.50 (up 9–11%) and adjusted EPS to $13.65–$13.90 (up 6–8%).
Management cited strong client appetite for scaling AI solutions and the recent acceleration in strategic M&A as key tailwinds. With free cash flow guidance raised to $10.8–$11.5 billion for the year, Accenture reaffirms its role as a digital transformation leader—and gives itself ample financial firepower for future investments and returns.
Takeaway: Scale, Profitability, and AI Momentum Put Accenture in a Strong Position
Accenture’s record bookings, resilient margins, and raised outlook reflect a clear message: as enterprises race to integrate next-generation AI and digital capabilities, the company is poised to capture growth. Investors, partners, and clients will be watching how Accenture executes on its robust pipeline and leverages recent strategic moves in a rapidly evolving tech landscape.
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