埃森哲2025财年第二季度业绩几乎符合预期,新预订量降至209亿美元,并收紧年度销售增长预测

财报速递
03-20
周四,埃森哲公司(纽约证券交易所代码:ACN)报告2025财年第二季度每股收益为2.82美元,略高于市场预期的2.81美元。该公司报告销售额为166.6亿美元,几乎与市场预期的166.2亿美元持平,并在管理层指导的162亿至168亿美元范围内。销售额以美元计算同比增长5%,以本地货币计算增长8.5%。 咨询收入为82.8亿美元,以美元计算增长3%,以本地货币计算增长6%。托管服务收入达到83.8亿美元,以美元计算增长5%,以本地货币计算增长8.5%。 产品收入达到50.5亿美元,以美元计算增长6%,以本地货币计算增长9%。健康与公共服务收入以美元计算增长8%,以本地货币计算增长10%至36.1亿美元。 金融服务收入达到30.1亿美元,以美元计算增长7%,以本地货币计算增长11%。资源收入为22.6亿美元,以美元计算增长1%,以本地货币计算增长5%。 通信、媒体与科技收入为27.3亿美元,以美元计算增长3%,以本地货币计算增长6%。 2025财年第二季度新预订量为209.1亿美元,以美元计算下降3%,以本地货币计算与2024财年第二季度持平,其中:咨询新预订量为104.7亿美元,托管服务新预订量为104.4亿美元。生成式AI新预订量在第二季度达到14亿美元。 该公司表示,强劲的2025财年第二季度业绩反映了地理市场、行业组别和工作类型的广泛收入增长。 “客户对我们独特优势和能力的信任和信心反映在32个季度预订量超过1亿美元的客户中,并且我们很高兴在生成式AI方面又创下了14亿美元新预订量的里程碑季度,”埃森哲董事长兼首席执行官朱莉·斯威特评论道。 营业利润率提高了50个基点,达到13.5%,较调整后的营业利润率下降了20个基点。 指导意见:埃森哲将其2025财年收入增长前景收窄至本地货币计价的5%-7%,此前预测为4%-7%。公司预计2025年摊薄每股收益在12.55至12.79美元之间,市场预期为12.90美元。 价格走势:截至周四最后一次检查,埃森哲股票在盘前交易中下跌0.14%,报324美元。

以上内容来自Benzinga Earnings专栏,原文如下:

On Thursday, Accenture Plc (NYSE:ACN) reported second-quarter 2025 earnings of $2.82 per share, slightly above the consensus of $2.81.

The company reported sales of $16.66 billion, almost in line with the consensus of $16.62 billion and management guidance of $16.2 billion–$16.8 billion.

Sales increased 5% year over year in U.S. dollars and 8.5% in local currency.

Consulting revenues were $8.28 billion, an increase of 3% in U.S. dollars and 6% in local currency. Managed Services revenues reached $8.38 billion, an increase of 5% in U.S. dollars and 8.5% in local currency.

Also Read: Accenture M&A: Acquires AI Firm Halfspace, Altus Consulting In UK To Expand Advanced AI Solutions in Europe

Products revenues reached $5.05 billion, up 6% in U.S. dollars and 9% in local currency. Health & Public Service revenues increased by 8% in U.S. dollars and 10% in local currency to $3.61 billion.

Financial Services revenue reached $3.01 billion, up 7% in U.S. dollars and 11% in local currency. Resources revenue was $2.26 billion, up 1% in U.S. dollars and 5% in local currency.

Communications, Media & Technology revenue was $2.73 billion, up 3% in U.S. dollars and 6% in local currency.

New bookings for the second quarter of fiscal 2025 were $20.91 billion, a decrease of 3% in U.S. dollars and flat in local currency compared to the second quarter of fiscal 2024, including:

  • Consulting new bookings were $10.47 billion
  • Managed Services new bookings were $10.44 billion

Generative AI new bookings reached $1.4 billion in the second quarter.

The company says strong Q2 FY25 results reflect broad-based revenue growth across geographic markets, industry groups, and types of work.

“The trust and confidence in our unique strengths and capabilities is reflected in 32 clients with quarterly bookings greater than $100 million and we are very pleased to have another milestone quarter in Gen AI with $1.4 billion in new bookings,” commented Accenture chair and CEO Julie Sweet.

The operating margin increased by 50 basis points to 13.5% and decreased by 20 basis points compared to the adjusted operating margin.

Guidance: Accenture narrowed its fiscal year 2025 revenue growth outlook to 5%-7% in local currency, compared to prior guidance of 4%-7%. The company forecasts 2025 diluted earnings of $12.55-$12.79 per share compared to the consensus of $12.90.

Price Action: At the last check Thursday, ACN stock was down 0.14% at $324 during the premarket session.

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Photo: Shutterstock

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