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Accenture(ACN) - 2026 Q1 - Earnings Call Presentation
2025-12-18 21:00
业绩总结 - Q1 FY26总收入为187亿美元,同比增长5%(以当地货币计算)和6%(以美元计算)[2] - 咨询服务收入为94亿美元,同比增长3%;管理服务收入为93亿美元,同比增长7%[3] - 调整后的每股收益为3.94美元,同比增长10%[3] - 调整后的营业利润率为17.0%,较上年增加30个基点[4] - 新订单总额为210亿美元,同比增长10%(以当地货币计算)和12%(以美元计算)[7] - FY2025全年总收入为69,673百万美元,FY2026第一季度总收入为18,742百万美元[35] - FY2025全年净收入为7,611百万美元,FY2026第一季度净收入为3,602百万美元[41] 用户数据 - 在Q1 FY26中,60%的收入来自前10大生态系统合作伙伴,增长速度超过公司平均水平[11] - 美洲市场FY2026第一季度收入为9,080百万美元,占总收入的48%[35] - EMEA市场FY2026第一季度收入为6,935百万美元,占总收入的37%[35] - 亚太市场FY2026第一季度收入为2,727百万美元,占总收入的15%[35] - 通信、媒体与技术行业收入为31.02亿美元,同比增长9%[48] - 金融服务行业收入为36.02亿美元,同比增长14%[48] - 健康与公共服务行业收入为37.97亿美元,持平于去年[48] 未来展望 - 预计FY26的收入增长在2%到5%之间,调整后的每股收益预计在13.52美元到13.90美元之间[8] - 公司计划在FY26向股东返还至少93亿美元现金,较FY25增加12%或10亿美元[28] 新产品和新技术研发 - 高级人工智能(AI)预订额为22亿美元,同比增长76%;高级AI收入为11亿美元,同比增长120%[22] 负面信息 - 公司在本次财报中强调了非GAAP财务指标的重要性,以提供更深入的运营洞察[50] 其他新策略 - 向股东返还现金30亿美元,同比增长83%,其中包括10亿美元的股息和23亿美元的股票回购[5] - FY2025的投资资本回报率为21%,FY2026第一季度为21%[41] - FY2025的股本回报率为25%,FY2026第一季度为25%[42] - FY2025第一季度自由现金流为870百万美元,FY2026第一季度为1,507百万美元[47]
Accenture Sales Rise on AI Bookings
WSJ· 2025-12-18 20:39
The technology consulting company reported higher first-quarter sales on the back of growth in its AI business. ...
Accenture Stock Gains After Earnings. AI Isn't Killing Consulting Yet.
Barrons· 2025-12-18 20:22
Accenture stock was rising early on Thursday after it reported earnings and revenue ahead of expectations, while confirming its outlook. ...
FTI Consulting: Strong Q3, But Execution Was Never The Question (NYSE:FCN)
Seeking Alpha· 2025-12-18 19:33
FTI Consulting Inc. (NYSE: FCN ) delivered a very strong Q3 2025. The quarter was a record across some metrics, albeit a big part of this is due to its Corporate Finance & Restructuring segment. On the surface, it looks like theI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets ...
Renowned AI Expert Xi Chen Joins Compass Lexecon
Globenewswire· 2025-12-17 20:30
WASHINGTON, Dec. 17, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced that Dr. Xi Chen, Professor and Andre Meyer Faculty Fellow at the Department of Technology, Operations and Statistics at the New York University Stern School of Business, has affiliated with its subsidiary Compass Lexecon. Dr. Chen, who is based in New York, is an award-winning expert in machine learning, artificial intelligence, quantitative economics and digital platforms. He has collaborated on major AI and pla ...
Accenture Stock Is Down 22% This Year Heading Into Earnings—Can AI Growth And New Guidance Calm Investor Fears? - Accenture (NYSE:ACN), Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-12-17 19:10
Accenture plc (NYSE:ACN) heads into Thursday’s earnings with its share price down roughly 22% this year, as slowing contract momentum and macro uncertainty have overshadowed what management pitches as strong AI-enabled growth opportunities. For traders, the question is no longer whether Accenture can beat on earnings— but whether guidance and bookings can offset the impact of government austerity and competition from its cloud rivals. What To Watch In Q1 PrintWall Street is forecasting $3.72 per share on re ...
Accenture (NYSE:ACN) Quarterly Earnings Preview
Financial Modeling Prep· 2025-12-17 19:00
核心观点 - 埃森哲将于2025年12月18日发布季度财报 华尔街预计其每股收益为3.74美元 营收约为185.1亿美元 [1] - 分析师预计公司季度每股收益同比增长4.2%至3.74美元 营收同比增长4.9%至185.6亿美元 反映其强劲的业务表现和市场需求 [2][6] - 过去30天内 每股收益共识预期被小幅下调0.1% 收益预期的修正趋势常与短期股价表现相关 [3] 财务业绩预期 - 预计截至2025年11月的季度每股收益为3.74美元 较去年同期增长4.2% [2][6] - 预计同期营收为185.6亿美元 较去年同期增长4.9% [2][6] 估值与财务指标 - 公司的市盈率约为22.06倍 市销率约为2.44倍 企业价值与销售额比率约为2.39倍 [4] - 企业价值与营运现金流比率约为14.53倍 收益率为4.53% [5] - 公司的债务权益比率较低 为0.26 流动比率为1.42 显示出良好的流动性和较低的财务杠杆 [5][6]
Accenture and Palantir set up business group for AI and data solutions
Yahoo Finance· 2025-12-17 18:27
公司合作与战略举措 - 埃森哲与Palantir Technologies共同成立了“埃森哲Palantir业务集团”,旨在加速为全球客户部署人工智能和数据解决方案 [1] - Palantir已将埃森哲指定为其企业转型的首选全球合作伙伴 [1] - 该业务集团将汇集Palantir专职的前沿部署工程师以及超过2000名掌握Palantir技术并拥有行业和职能专长的埃森哲专业人员 [2] - 这些团队将直接与客户合作,利用Palantir平台,从孤立的数据系统转向集成的、基于人工智能的决策 [2] 合作目标与行业应用 - 合作旨在帮助企业利用Palantir平台实现快速、大规模的转型 [3] - 计划为多个行业的客户提供支持,现有活动已涉及政府、能源和油气行业 [3] - 计划在医疗保健、电信、制造、消费品和金融服务等领域开发更多应用案例 [3] - 该集团的一个核心重点是数据中心和人工智能基础设施运营,埃森哲认为这对经济韧性至关重要 [4] - 将支持客户使用Palantir Foundry和人工智能平台,并在复杂的商业和关键任务环境中获取安全的计算资源 [4] 领导层观点与战略协同 - Palantir首席执行官认为,此次扩大的合作伙伴关系将帮助企业实现快速、大规模的转型 [3] - 埃森哲首席执行官表示,通过此次生态系统合作伙伴关系的重大扩展,客户可以加速在整个企业部署先进人工智能,并更快实现业务成果 [5] - 结合埃森哲广泛的行业经验与Palantir强大的平台,将帮助组织构建人工智能和数据解决方案,开发可扩展的企业人工智能系统,以推动变革、创造价值并促进增长 [5] 埃森哲的补充收购 - 埃森哲已同意收购美国人工智能数据中心工程和咨询公司DLB Associates及其关联公司65%的股份,交易财务条款未披露 [5] - 此次交易将拓宽其端到端数据中心能力,以帮助软件和平台以及高科技客户加快上市速度并满足人工智能赋能的需求 [6] - DLB成立于1980年,业务涵盖数据中心选址、尽职调查、设计工程、调试、施工质量管理和能源优化服务 [6] - 其客户包括超大规模运营商、新兴超大规模运营商、新型云公司和托管服务提供商,通过加快上市速度和交付数据中心项目为其提供支持 [7]
Deloitte Ireland appoints two new partners
Yahoo Finance· 2025-12-17 17:42
Deloitte Ireland has announced the appointment of Aziz Ahmad and Vikram Kunnath as partners, in a move to bolster its consultative businesses. The appointments come as part of a broader investment in talent, with 18 new partners appointed in the past ten months and further expansion planned. Aziz Ahmad will oversee the Valuations practice within the Advisory business. As a fellow of the Institute of Chartered Accountants of Pakistan, Ahmad brings over 20 years of international experience. His previous ...
Stifel Reiterates Buy on Accenture (ACN) Ahead of December 18 Earnings
Yahoo Finance· 2025-12-17 15:31
Accenture plc (NYSE:ACN) is one of the Trending AI Stocks on Wall Street. On December 12, Stifel maintained its Buy rating on the stock with a price target of $315.00. The firm believes that the impact of artificial intelligence is being oversimplified, noting that enterprises will require third-party support to scale AI use cases. As such, the recent slowdown in growth can be largely attributed to economic and technology uncertainty instead of fundamental shifts in the service model. Three men discussi ...