Accenture (ACN) reported $16.41 billion in revenue for the quarter ended August 2024, representing a year-over-year increase of 2.6%. EPS of $2.79 for the same period compares to $2.71 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $16.34 billion, representing a surprise of +0.40%. The company delivered an EPS surprise of +0.72%, with the consensus EPS estimate being $2.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

文章核心观点 - 艾森哲第四季度收入超出预期,主要得益于对其生成式人工智能服务的需求上升 [1] - 艾森哲新订单增长21%至201亿美元,其中生成式人工智能新订单达10亿美元 [2] - 艾森哲还提高了季度股息和股票回购计划 [1] 公司业务表现 - 艾森哲第四季度收入为164.1亿美元,同比增长2.6%,超出分析师预期 [1] - 每股收益(EPS)为2.66美元,调整后EPS为2.79美元,符合预期 [1] - 新订单增长21%至201亿美元 [2] - 生成式人工智能新订单达10亿美元,全年达30亿美元 [2] 公司战略 - 首席执行官朱莉·斯威特表示,艾森哲正在加速在生成式人工智能领域的领导地位,认为这是未来10年最具变革性的技术 [3] - 艾森哲预计2025财年每股收益为12.55-12.91美元,分析师预期为12.70美元 [3] - 艾森哲将季度股息提高15%至1.48美元,并批准了40亿美元的新股票回购计划 [3]

Accenture (ACN) came out with quarterly earnings of $2.79 per share, beating the Zacks Consensus Estimate of $2.77 per share. This compares to earnings of $2.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.72%. A quarter ago, it was expected that this consulting company would post earnings of $3.14 per share when it actually produced earnings of $3.13, delivering a surprise of -0.32%.Over the last four quarters, the compa ...

财务业绩 - 2024财年第四季度新订单达201亿美元，全年新订单创纪录达812亿美元，同比增长13%[1] - 2024财年第四季度收入164亿美元，同比增长3%，经调整营业利润率为15.0%[3] - 2024财年全年收入649亿美元，同比增长1%，经调整营业利润率为15.5%[4] - 2024财年第四季度GAAP每股收益2.66美元，同比增长24%[6] - 2024财年全年GAAP每股收益11.44美元，同比增长6%[12] - 2024财年全年自由现金流86.1亿美元[14] 业务结构 - 2024财年第四季度新订单中咨询服务占43%，托管服务占57%[9] - 2024财年全年新订单中咨询服务占46%，托管服务占54%[15] - 公司总收入为164.06亿美元，同比增长3%[32] - 北美地区收入为79.67亿美元，同比增长5%[34] - EMEA地区收入为56.39亿美元，同比增长2%[34] - 新兴市场收入为28亿美元，同比增长9%[34] - 咨询业务收入为82.60亿美元，同比增长3%[34] - 托管服务业务收入为81.45亿美元，同比增长7%[34] 区域表现 - 2024财年第四季度北美地区收入增长6%，EMEA地区增长2%[9][10] - 2024财年全年北美地区收入增长2%，EMEA地区持平[15] - 北美地区营业利润为12.70亿美元，营业利润率为16%[37] - EMEA地区营业利润为7.01亿美元，营业利润率为12%[37] - 新兴市场营业利润为3.82亿美元，营业利润率为14%[37] - 公司2024财年第四季度北美地区营业收入为12.91亿美元，同比增长17%[40] - 公司2024财年第四季度EMEA地区营业收入为7.19亿美元，同比增长13%[40] - 公司2024财年第四季度新兴市场地区营业收入为4.50亿美元，同比增长16%[40] 现金流与资产 - 公司2024财年全年营业收入为100.34亿美元，同比增长15.5%[41] - 公司2024财年全年净利润为77.46亿美元，同比增长10.5%[43] - 公司2024财年全年每股摊薄收益为11.95美元，同比增长10.2%[43] - 公司2024年8月31日现金及现金等价物余额为50.04亿美元[45] - 公司2024年8月31日应收账款及合同资产余额为136.65亿美元[45] - 公司2024年8月31日商誉余额为211.20亿美元[45] - 公司2024年8月31日总资产规模为559.32亿美元[45] - 经营活动产生的现金流量净额为91.31亿美元[46] - 投资活动使用的现金流量净额为70.62亿美元[46] - 融资活动使用的现金流量净额为60.64亿美元[46] - 现金及现金等价物净减少4.04亿美元[46] - 期末现金及现金等价物余额为50.04亿美元[46] - 购买业务和投资净支出为65.83亿美元[46] - 购买固定资产支出为5.17亿美元[46] - 支付股息32.41亿美元[46] - 回购股票45.25亿美元[46] 未来展望 - 公司预计2025财年第一季度收入将在168.5亿美元至174.5亿美元之间，同比增长2%至6%[21] - 公司预计2025财年收入增长将在3%至6%之间(本地货币计算)[22] - 公司预计2025财年GAAP营业利润率将在15.6%至15.8%之间，较2024财年扩张80至100个基点[22] - 公司预计2025财年GAAP每股收益将在12.55美元至12.91美元之间，同比增长10%至13%[22] - 公司预计2025财年经营活动现金流将在94亿美元至101亿美元之间，自由现金流将在88亿美元至95亿美元之间[23] - 公司预计将通过股息和股票回购向股东返还至少83亿美元现金[23] 其他 - 公司在2024财年第四季度回购或赎回了2.1百万股股票，总计6.28亿美元[20] - 公司董事会批准了40亿美元的额外股票回购授权，使公司总的未执行回购授权约为67亿美元[20] - 公司致力于为客户、员工、股东、合作伙伴和社区创造360度价值[24] - 公司将于美东时间上午8点举行财报电话会议[25][26]

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Analysts on Wall Street project that Accenture (ACN) will announce quarterly earnings of $2.77 per share in its forthcoming report, representing an increase of 2.2% year over year. Revenues are projected to reach $16.33 billion, increasing 2.2% from the same quarter last year.The consensus EPS estimate for the quarter has undergone an upward revision of 0.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates d ...

Accenture plc (ACN) is set to report fourth-quarter fiscal 2024 results on Sept. 26, before market open.The Zacks Consensus Estimate for earnings is pegged at $2.8 per share, indicating 2.2% growth from the year-ago quarter’s level. The consensus estimate for revenues is pinned at $16.3 billion, indicating 2.2% year-over-year growth. There has been no change in analyst estimates or revisions lately.Image Source: Zacks Investment ResearchThe company has an impressive earnings surprise history. Earnings surpa ...

The market expects Accenture (ACN) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on September 26, 2024, might help the stock move higher if these key numbers are ...

Investors are always looking for stocks that are poised to beat at earnings season and Accenture plc (ACN) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Accentureis seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicat ...

News of a delay in one important activity spooked investors.Accenture's (ACN -4.82%) top news item Tuesday wasn't all that encouraging and in reaction, investors traded the company's stock down by more than 4% on the day. The storied consultancy is delaying its annual round of promotions, a move that could affect hundreds, if not thousands, of employees.Six-month shiftThat news initially came from Bloomberg, which wrote in an article published before market open that Accenture aims to delay most of its plan ...