Accenture PLC

Information Technology Services • Technology • Dublin, Ireland • ACN (NYQ)

353 1 646 2000 1 Grand Canal Square, Ireland

Quarter: Q3 2025 Reported: September 25, 2025 Sentiment: Neutral

Accenture plc provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers systems integration and application management; security; intelligent platform; infrastructure; software engineering; data, AI, cloud; and automation and global delivery services. The company also operates business processes for specific enterprise functions, including finance and accounting, sourcing and procurement, supply chain, marketing and sales, and human resources, as well as industry-specific services, such as platform trust and safety, banking, insurance, network and health services; and designs, manufactures, and assembles automation equipment, robotics, and other commercial hardware products. It serves communications, media, and technology; financial services; banking and capital markets, and insurance; health and public service; consumer goods, retail, travel services; industrial; life science; and chemicals, natural resources, energy, and utilities sectors. Accenture plc has collaboration with Amazon Web Services (AWS) to deliver transformative digital services to public sector, defense, and national security organizations. It has a collaboration with OpenAI to help enterprise clients unlock new levels of innovation and growth by bringing agentic AI systems. Accenture plc was founded in 1951 and is based in Dublin, Ireland.

Analysis Summary

Accenture plc (ACN) issued an 8-K filing on September 25, 2025, to formally announce its financial results for the fourth quarter and full fiscal year ended August 31, 2025. This filing serves as a notification that the detailed financial performance, strategic initiatives, and management commentary are contained within a news release attached as Exhibit 99. The company explicitly stated its use of several non-GAAP financial measures to provide additional insights: free cash flow (operating cash flow net of property and equipment additions) for liquidity assessment, percentage changes in revenues and bookings on a local currency basis to facilitate meaningful comparisons by excluding foreign currency fluctuations, and adjusted financial measures that exclude costs related to business optimization actions initiated in fiscal 2025 and 2023/2024. While the specific financial metrics, year-over-year comparisons, and forward guidance are not provided in this 8-K, the announcement signals the company's commitment to transparent reporting. Key areas of focus for the detailed release will likely include the impact of these optimization costs on profitability and the underlying business performance excluding currency effects. Without the actual news release, a comprehensive analysis of competitive positioning, market trends, and specific risk factors beyond those implied by the non-GAAP adjustments cannot be performed.

Key Highlights

• Accenture announced Q4 and full fiscal year 2025 financial results.
• Announcement made via 8-K filing on September 25, 2025.
• Detailed financial results are in an attached news release (Exhibit 99).
• Company utilizes non-GAAP measures: free cash flow, local currency revenue/bookings, and adjusted results excluding business optimization costs.
• Business optimization actions initiated in fiscal 2025 and 2023/2024 impacted financial reporting.

Financial Metrics

eps

revenue

guidance

net income

Stock Performance (90 Days)

Data through Dec 29, 2025

Positive Signals

• Commitment to transparent financial reporting through SEC filings.
• Proactive disclosure of non-GAAP adjustments for clarity.
• Ongoing focus on business optimization initiatives.

Risks & Concerns

— Costs associated with business optimization actions impacting profitability.
— Exposure to foreign currency exchange rate fluctuations affecting reported revenues.
— Reliance on non-GAAP measures for performance evaluation, which may differ from GAAP.