从业务订单看，公司新签订单总额达209亿美元，以美元计同比增长12%，按当地货币计增长10%。其 中，先进人工智能相关的新订单规模达到22亿美元，反映企业客户在AI转型方面的投入持续升温。 智通财经获悉，周四，埃森哲(ACN.US)股价走低，截至发稿，该股跌超1.4%，报269.74美元。此前该 公司公布Q1业绩，多项核心指标超出市场预期，显示其在数字化与人工智能（AI）领域的持续增长动 能。 财报显示，埃森哲第一财季经调整后每股收益（Non-GAAP EPS）为3.94美元，超市场预期；营收为 187.4亿美元，同比增加5.9%，较分析师预期高出约2.1亿美元。 盈利指引方面，公司上调GAAP口径下的经营利润率预期至15.2%至15.4%，同比扩张50至70个基点；经 调整经营利润率仍预计为15.7%至15.9%，扩张10至30个基点。同时，埃森哲将GAAP摊薄后每股收益指 引上调至13.12至13.50美元，对应同比增长8%至11%；经调整后每股收益预计为13.52至13.90美元，略 高于市场一致预期的13.77美元。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：小讯 盈利能力与现金流方面， ...

Accenture posted stronger-than-expected first-quarter results on Thursday, helped by rising demand for artificial intelligence-led IT services, as clients increasingly turn to automation and machine l... ...

周四，埃森哲(ACN.US)股价走低，截至发稿，该股跌超1.4%，报269.74美元。此前该公司公布Q1业 绩，多项核心指标超出市场预期，显示其在数字化与人工智能(AI)领域的持续增长动能。 从业务订单看，公司新签订单总额达209亿美元，以美元计同比增长12%，按当地货币计增长10%。其 中，先进人工智能相关的新订单规模达到22亿美元，反映企业客户在AI转型方面的投入持续升温。 盈利能力与现金流方面，埃森哲本季度实现自由现金流15亿美元，并通过回购与分红向股东合计返还33 亿美元。其中，公司回购或赎回股份约230亿美元(约950万股)，并支付现金股息10亿美元，合每股1.63 美元，同比增长10%。 财报显示，埃森哲第一财季经调整后每股收益(Non-GAAP EPS)为3.94美元，超市场预期；营收为187.4 亿美元，同比增加5.9%，较分析师预期高出约2.1亿美元。 盈利指引方面，公司上调GAAP口径下的经营利润率预期至15.2%至15.4%，同比扩张50至70个基点；经 调整经营利润率仍预计为15.7%至15.9%，扩张10至30个基点。同时，埃森哲将GAAP摊薄后每股收益指 引上调至13.12至13. ...

Market Overview - U.S. stocks experienced a positive trading session, with the Dow Jones index increasing by approximately 400 points, up 0.84% to 48,289.58, while the NASDAQ rose 1.53% to 23,040.25 and the S&P 500 gained 1.09% to 6,794.36 [1] - In the commodities market, oil prices increased by 1% to $56.48, while gold decreased by 0.2% to $4,364.50, silver fell by 1.1% to $66.160, and copper rose by 0.1% to $5.4370 [5] Company Performance - Accenture (NYSE:ACN) reported first-quarter 2026 earnings of $3.94 per share, exceeding the analyst consensus estimate of $3.75, and sales of $18.700 billion, slightly above the consensus estimate of $18.523 billion [2] - Athira Pharma Inc (NASDAQ:ATHA) shares surged 88% to $7.76 following the announcement of an agreement to acquire rights for the development and commercialization of lasofoxifene [9] - FuelCell Energy Inc (NASDAQ:FCEL) shares increased by 32% to $10.39 after reporting better-than-expected fourth-quarter financial results [9] Sector Performance - Consumer discretionary shares rose by 1.6% on Thursday, indicating a positive trend in this sector [1] - Energy stocks, however, saw a decline of 0.8% during the same trading session [1] International Markets - European shares showed gains, with the eurozone's STOXX 600 up 0.5%, Spain's IBEX 35 Index rising 0.7%, London's FTSE 100 gaining 0.1%, Germany's DAX 40 increasing by 0.5%, and France's CAC 40 up 0.4% [6] - Asian markets closed mixed, with Japan's Nikkei falling 1.03%, while Hong Kong's Hang Seng gained 0.12%, China's Shanghai Composite rose 0.16%, and India's BSE Sensex fell 0.09% [7]

Accenture (NYSE:ACN) Q1 2026 Earnings Call December 18, 2025 08:00 AM ET Company ParticipantsJulie Sweet - Chair and CEOAlexia Quadrani - Executive Director and Head of Investor RelationsAngie Park - CFOConference Call ParticipantsDavid Koning - Senior Equity Research AnalystDarrin Peller - Senior Equity Research AnalystJason Kupferberg - Equity Research AnalystJames Faucette - Equity Research AnalystBryan Keane - Managing Director and Senior Equity Research AnalystTien-tsin Huang - Senior Equity Research A ...

Accenture (NYSE:ACN) Q1 2026 Earnings Call December 18, 2025 08:00 AM ET Company ParticipantsAlexia Quadrani - Head of Investor RelationsAngie Park - CFOJulie Sweet - CEOConference Call ParticipantsDavid Koning - Senior Equity Research AnalystJames Faucette - Equity Research AnalystDarrin Peller - Senior Equity Research AnalystBryan Bergin - Equity Research AnalystKevin McVeigh - Senior Equity Research AnalystTien-tsin Huang - Senior Equity Research AnalystJason Kupferberg - Equity Research AnalystBryan Kea ...

Aristotle Capital Management, LLC, an investment management company, released its “International Equity Strategy” third quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their upward journey in the third quarter, with the MSCI ACWI Index surging 7.62%. Global fixed income markets also increased during the same period, with the Bloomberg Global Aggregate Bond Index rising 0.60%. The Aristotle International Equity Fund (Class I-2) returned 1.15% in the ...

Financial Data and Key Metrics Changes - Revenue for the first quarter reached $18.7 billion, growing 5% in local currency, with adjusted EPS growth of 10% compared to the same quarter last year [6][17][20] - Adjusted operating margin expanded by 30 basis points year over year, reaching 17% [7][17] - Free cash flow for the quarter was $1.5 billion, with a cash balance of $9.6 billion at the end of the quarter [21][22] Business Line Data and Key Metrics Changes - New bookings totaled $20.9 billion, representing 12% growth in U.S. dollars and 10% growth in local currency [16][17] - Consulting revenues were $9.4 billion, growing 4% in U.S. dollars and 3% in local currency, while managed services revenues were $9.3 billion, growing 8% in U.S. dollars and 7% in local currency [18] - Advanced AI bookings reached $2.2 billion, nearly doubling from the previous year, with revenue of approximately $1.1 billion [9][10] Market Data and Key Metrics Changes - Revenue growth in the Americas was 4% in local currency, with a 6% growth excluding federal business impacts [18][19] - EMEA saw 4% growth in local currency, driven by banking and capital markets, while Asia-Pacific experienced 9% growth, led by Japan and Australia [19] - The demand for reinvention remains strong, with 60% of revenue in Q1 coming from work with top 10 ecosystem partners [11][12] Company Strategy and Development Direction - The company aims to be the most client-focused, AI-enabled workplace, emphasizing the importance of partnerships and strategic acquisitions to enhance capabilities [5][14] - Recent acquisitions include a 65% stake in DLB Associates, expanding capabilities in the AI data center engineering market [14] - The focus is on embedding advanced AI across various solutions, moving beyond standalone projects to integrated end-to-end solutions [10][34] Management's Comments on Operating Environment and Future Outlook - Management noted that clients are prioritizing large-scale transformational programs, with no significant changes in discretionary spending observed [24][66] - The company expects revenue growth for fiscal 2026 to be in the range of 2-5% in local currency, with an inorganic contribution of about 1.5% from acquisitions [37][39] - The outlook for adjusted diluted earnings per share for fiscal 2026 is projected to be between $13.52 and $13.90, reflecting 5-8% growth over the previous fiscal year [38][39] Other Important Information - The company recorded $308 million in business optimization costs related to employee severance, impacting operating margin and EPS [20] - The company continues to invest significantly in talent and technology, with nearly 80,000 AI and data professionals targeted [7][8] Q&A Session Summary Question: Shift in consulting industry's role in AI - Management acknowledged a shift in perception, emphasizing that enterprise AI adoption requires foundational work around data and processes [42][44] Question: Revenue impact of AI partnerships - Management indicated that partnerships are crucial for enterprise adoption and will contribute to revenue as the market evolves [50][51] Question: Sustainability of revenue per head growth - Management confirmed a 7% growth in revenue per person, driven by talent rotation, but expects moderation as new hires are integrated [52][54] Question: Discretionary spending outlook - Management stated that they are not waiting for discretionary spending to return, focusing instead on delivering results despite current market conditions [65][66] Question: Fixed-price work growth potential - Management expressed confidence in the competitive advantage of fixed-price contracts, which have increased significantly, and noted ongoing evolution in commercial models [67][68]

Accenture (ACN) came out with quarterly earnings of $3.94 per share, beating the Zacks Consensus Estimate of $3.73 per share. This compares to earnings of $3.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.63%. A quarter ago, it was expected that this consulting company would post earnings of $2.98 per share when it actually produced earnings of $3.03, delivering a surprise of +1.68%.Over the last four quarters, the comp ...

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