🔹 Revenue: $18.7B (Est. $18.03B) 🟢 ; +6% YoY
🔹 EPS: $3.29 (Est. $3.18) 🟢 ; +9% YoY vs adj.
🔹 Oper Margin: 15.3% (Est. 15.2%) 🟢 ; +20 bps vs adj.
🔹 New Bookings: $22.17B; +4% YoY
FY27 Guide:
🔹 EPS: $14.39-$14.81 (Est. $14.62) 🟡
🔹 Oper Margin: 15.9%-16.1% (Est. 15.87%) 🟢
🔹 Revenue Growth: 3%-6% LC
Q1 FY27 Guide:
🔹 Revenue: $18.95B-$19.60B (Est. $19.36B) 🟡
🔹 Revenue Growth: 2%-6% LC
Revenue by Type of Work:
🔹 Consulting: $9.28B; +6% YoY
🔹 Managed Services: $9.4B; +7% YoY
Geographic Revenue:
🔹 Americas: $9.4B; +7% YoY
🔹 EMEA: $6.6B; +6% YoY
🔹 Asia Pacific: $2.7B; +3% YoY
Other Q4 Metrics:
🔹 Consulting Bookings: $9.4B; 1.0x book-to-bill
🔹 Managed Services Bookings: $12.8B; 1.4x book-to-bill
🔹 Free Cash Flow: $2.9B
🔹 Gross Margin: 32.0%; +10 bps YoY
Key Updates:
🔹 FY26 Revenue: $74.2B; +6% YoY
🔹 FY26 Adjusted EPS: $13.97; +8% YoY
🔹 FY26 Bookings: $84.5B
🔹 141 quarterly client bookings of $100M+
🔹 Returned $11.5B to shareholders, including $2B of additional Q4 buybacks
🔹 FY27 Cash Return: At least $9.5B
🔹 Quarterly Dividend: $1.71/share, +5% YoY
Comments:
🔸 “We exceeded our fourth-quarter revenue guidance range and capped off another year of broad-based growth across our business, grew adjusted EPS 8%, returned a record $11.5 billion to shareholders and reached a new high of 141 quarterly client bookings of $100 million or more.”