文章核心观点 - 艾森哲第三季度收入低于分析师预期,但净利润超出预期 [1][3][4][5] - 艾森哲的人工智能相关订单保持强劲增长,第三季度达到9亿美元,全年累计达到20亿美元 [2][6][8] - 艾森哲收缩或下调了全年财务指引 [10][11] 根据相关目录分别进行总结 财务数据 - 第三季度收入为164.7亿美元,同比下降,低于分析师预期的165.5亿美元 [4] - 净利润为19.3亿美元,每股3.04美元,同比下降但超出分析师预期的19.1亿美元和3.01美元 [5] - 全年收入增长指引从1%至3%收窄至1.5%至2.5% [10] - 全年每股收益指引从11.41美元至11.64美元下调至11.29美元至11.44美元 [11] 订单情况 - 第三季度新订单达到210.6亿美元,同比增长22% [7] - 其中咨询服务占44%,托管服务占56% [7] - 人工智能相关订单第三季度达到9亿美元,全年累计达到20亿美元 [2][6][8] 其他 - 宣布派发1.29美元的季度股息 [9] - 在第三季度回购了14亿美元的自有股票,目前尚有33亿美元的回购计划 [9] - 公司股价上涨6.2%,但今年迄今下跌超过13% [12]

文章核心观点 - 公司本季度收入为164.7亿美元,同比下降0.6% [1] - 每股收益为3.13美元,去年同期为3.19美元 [1] - 公司的新订单总额为210.6亿美元,高于分析师预期的192.4亿美元 [5] - 公司各地区收入表现不一,其中北美地区收入同比增长1.5%,新兴市场收入同比下降11.5%,EMEA地区收入同比增长2.9% [5] - 公司各业务线收入变动不一,其中咨询业务收入同比下降2.7%,托管服务业务收入同比增长1.8% [5] - 公司各行业收入变动不一,其中产品行业收入增长0.3%,金融行业收入下降7.8% [5] 文章其他要点 - 公司本季度的收入和每股收益数据略低于分析师预期 [2] - 公司的关键财务指标对于投资者了解公司财务状况非常重要 [3][4] - 公司股价在最近一个月内下跌7.1%,目前评级为"卖出"评级 [6]

LuckyBusiness/iStock via Getty Images Investment Thesis Accenture plc (NYSE:ACN) delivered exceptionally strong Q3 2024 results, with new bookings increasing by 22% y/y, marking the highest growth in new bookings over the past two fiscal years. Before these results, I had given up on this stock, believing its prospects were already fully priced in. However, I was clearly mistaken. Although the stock isn't cheap, trading at approximately 23x next year's EPS, its solid balance sheet, commitment to returning c ...

业绩总结 - Q3 FY24总收入地理市场为16.5亿美元，其中北美地区为7.8亿美元，EMEA地区为5.8亿美元[2] - 增长市场行业组的收入为29亿美元，增长率分别为1%，2%，8%[4] - 通讯、媒体与技术、金融服务、卫生与公共服务、产品资源行业的收入分别为29亿美元、35亿美元、50亿美元、28亿美元、23亿美元，增长率分别为1%，5%，9%，2%，3%[5] 市场占比 - 在Q3 FY24期间，北美市场占Accenture总收入的48%，EMEA市场占35%，增长市场占17%[45] 公司员工 - 截至Q3 FY24，Accenture员工总数从2022年8月31日的721,379人增长至2024年5月31日的750,200人[46] 财务表现 - 公司在Q3 FY24的营业利润为2,359百万美元，较上一季度增长14.2%[47] - 公司在Q3 FY24的调整后营业利润为2,706百万美元，较上一季度增长16.3%[47] - 公司在Q3 FY24的调整后每股稀释收益为3.19美元，较上一季度增长2%[47]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34448 Accenture plc (Exact name of registrant as specified in its charter) Ireland 98-0627530 (State or other jurisdiction ...

Exhibit 99 Accenture Reports Third-Quarter Fiscal 2024 Results • New bookings of $21.1 billion, an increase of 22% in U.S. dollars and 26% in local currency • Generative AI new bookings of over $900 million for a total of $2 billion fiscal year-to-date • Revenues of $16.5 billion, a decrease of 1% in U.S. dollars and increase of 1.4% in local currency, with consulting revenues of $8.5 billion and managed services revenues of $8.0 billion • GAAP operating margin of 16.0%, an increase of 180 basis points over ...

Accenture Plc (NYSE: ACN) is in focus this morning after announcing plans of buying Fibermind – a network services company based out of Palermo, Italy. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. The Irish professional services giant completed its acquisition of Parsionate as well on June 6th. Details of Accenture-Fibermind agreement Copy link to section Accenture Plc did not disclose what it’s willing to pay for Fibermind on Wednesday. Accenture ...

文章核心观点 - 艾森哲公司将于周四盘前发布第三季度财务业绩报告 [1][2] - 分析师预计艾森哲公司将报告每股3.15美元的季度收益,低于去年同期的3.19美元 [2] - 分析师预计艾森哲公司将报告164.54亿美元的季度收入 [2] - 艾森哲公司与L3Harris Technologies宣布战略合作,加速技术转型以促进增长 [3] 行业和公司研究总结 业绩表现 - 艾森哲公司第三季度每股收益预计为3.15美元,低于去年同期的3.19美元 [2] - 艾森哲公司第三季度收入预计为164.54亿美元 [2] 最新动态 - 艾森哲公司与L3Harris Technologies宣布战略合作,加速技术转型以促进增长 [3] - 艾森哲股价在周二收于每股285.35美元,下跌0.1% [3] 分析师评级 - 巴克莱分析师Ramsey El-Assal维持"增持"评级,但将目标价从390美元下调至350美元,该分析师准确率为64% [4] - 百富勤分析师David Koning维持"中性"评级,将目标价从372美元下调至345美元,该分析师准确率为71% [5] - 德意志银行分析师Bryan Keane将评级从"买入"下调至"持有",目标价从409美元下调至295美元,该分析师准确率为72% [6] - 花旗集团分析师Ashwin Shirvaikar维持"买入"评级,但将目标价从430美元下调至400美元,该分析师准确率为72% [7] - BMO资本市场分析师Keith Bachman维持"市场执行"评级,将目标价从385美元下调至375美元,该分析师准确率为79% [8]

Accenture (NYSE: ACN) stock price has nosedived since March as investors focus on the upcoming earnings. It has dived by more than 26% from its highest point this year, meaning that it has moved into a deep bear market. Other IT consulting companies like Infosys and Wipro have also dived. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Accenture earnings ahead Copy link to section Accenture, one of the biggest consulting companies in the world, will ...

Accenture plc (ACN) is scheduled to release third-quarter fiscal 2024 results on Jun 20, before market open. ACN has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average being 4.9%. Q3 Expectations The Zacks Consensus Estimate for the top line is pegged at $16.5 billion, suggesting a marginal decline from that reported in third-quarter fiscal 2023. The company’s top line is expected to have been negatively impacted by lower d ...