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Q1多项核心指标超出市场预期 埃森哲(ACN.US)股价仍跌超1.4%
Zhi Tong Cai Jing· 2025-12-18 14:48
Group 1 - The core viewpoint of the articles highlights Accenture's strong Q1 performance, with several key metrics exceeding market expectations, indicating ongoing growth momentum in digital and AI sectors [1] - Accenture reported Q1 adjusted EPS of $3.94, surpassing market expectations, and revenue of $18.74 billion, a year-over-year increase of 5.9%, exceeding analyst forecasts by approximately $210 million [1] - The total new signed orders reached $20.9 billion, reflecting a 12% year-over-year increase in USD and a 10% increase in local currency, with advanced AI-related new orders amounting to $2.2 billion, showcasing rising investments from enterprise clients in AI transformation [1] Group 2 - For Q2, the company provided revenue guidance of $17.78 billion, aligning closely with market expectations, while maintaining an annual revenue growth forecast of 2% to 5% in local currency [2] - Excluding the anticipated 1% negative impact from U.S. federal government business, the annual revenue growth could reach 3% to 6%, slightly below the previous market expectation of approximately 5.6% year-over-year growth [2] - The company raised its GAAP operating margin guidance to 15.2% to 15.4%, reflecting a year-over-year expansion of 50 to 70 basis points, while adjusted operating margin is expected to be 15.7% to 15.9%, expanding by 10 to 30 basis points [2]