๐น Revenue: $18.7B (Est. $18.03B) ๐ข ; +6% YoY
๐น EPS: $3.29 (Est. $3.18) ๐ข ; +9% YoY vs adj.
๐น Oper Margin: 15.3% (Est. 15.2%) ๐ข ; +20 bps vs adj.
๐น New Bookings: $22.17B; +4% YoY
FY27 Guide:
๐น EPS: $14.39-$14.81 (Est. $14.62) ๐ก
๐น Oper Margin: 15.9%-16.1% (Est. 15.87%) ๐ข
๐น Revenue Growth: 3%-6% LC
Q1 FY27 Guide:
๐น Revenue: $18.95B-$19.60B (Est. $19.36B) ๐ก
๐น Revenue Growth: 2%-6% LC
Revenue by Type of Work:
๐น Consulting: $9.28B; +6% YoY
๐น Managed Services: $9.4B; +7% YoY
Geographic Revenue:
๐น Americas: $9.4B; +7% YoY
๐น EMEA: $6.6B; +6% YoY
๐น Asia Pacific: $2.7B; +3% YoY
Other Q4 Metrics:
๐น Consulting Bookings: $9.4B; 1.0x book-to-bill
๐น Managed Services Bookings: $12.8B; 1.4x book-to-bill
๐น Free Cash Flow: $2.9B
๐น Gross Margin: 32.0%; +10 bps YoY
Key Updates:
๐น FY26 Revenue: $74.2B; +6% YoY
๐น FY26 Adjusted EPS: $13.97; +8% YoY
๐น FY26 Bookings: $84.5B
๐น 141 quarterly client bookings of $100M+
๐น Returned $11.5B to shareholders, including $2B of additional Q4 buybacks
๐น FY27 Cash Return: At least $9.5B
๐น Quarterly Dividend: $1.71/share, +5% YoY
Comments:
๐ธ โWe 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.โ