埃森哲在人工智能需求的推动下，第一季度收入超出预期，并上调 25 财年指引

这家 IT 咨询巨头的业绩超出了华尔街的收入预期，原因是对其服务的需求不断增长，以帮助客户将人工智能驱动的工具集成到他们的运营中。

IT consulting giant Accenture outperformed Wall Street revenue estimates on Thursday, boosted by increasing demand for its services to help clients integrate AI into their operations.

IT咨询巨头埃森哲周四的业绩超出了华尔街的收入预期，这得益于对其帮助客户将人工智能融入其运营的服务的需求不断增加。

Accenture’s revenue rose 10% to $16.04 billion in the first quarter ended Nov. 30, beating analysts’ estimates of $15.73 billion, according to Refinitiv data.

Refinitiv 数据显示，截至 11 月 30 日的第一季度，埃森哲营收增长 10%，达到 160.4 亿美元，超过分析师预期的 157.3 亿美元。

Earnings per share (EPS) reached $3.59, up 16% from $3.10 in the same quarter last year and surpassing analysts’ expectations of $3.42.

每股收益 (EPS) 达到 3.59 美元，较去年同期的 3.10 美元增长 16%，超过分析师预期的 3.42 美元。

Accenture’s product revenue hit $5.43 billion, reflecting a 12% year-over-year (YoY) increase, while its health and public service segment generated $3.81 billion in revenue, up 13%.

埃森哲的产品收入达到 54.3 亿美元，同比增长 12%，而其健康和公共服务部门的收入为 38.1 亿美元，增长 13%。

GAAP operating margin improved by 90 basis points to 16.7%, and operating cash flow more than doubled to $1.02 billion, compared to $498.6 million in the previous year.

GAAP 运营利润率提高了 90 个基点，达到 16.7%，运营现金流增加了一倍多，达到 10.2 亿美元，而上一年为 4.986 亿美元。

“Our strategy to lead reinvention for clients while continuing to invest in our business has given us a strong start to fiscal 2025,” said Julie Sweet, Chair and CEO of Accenture.

埃森哲董事长兼首席执行官 Julie Sweet 表示：“我们在继续投资业务的同时引领客户重塑的战略为我们 2025 财年提供了良好的开端。”

Accenture’s new bookings for Q1 reached $18.7 billion, including 30 client contracts over $100 million. The company’s focus on generative AI was a key factor, with $1.2 billion in new bookings related to this technology.

埃森哲第一季度新订单达到187亿美元，其中包括30份价值超过1亿美元的客户合同。该公司对生成式人工智能的关注是一个关键因素，与该技术相关的新预订额达到 12 亿美元。

Looking ahead, Accenture raised its revenue growth guidance for FY25 to 4-7% in local currency, up from the previous forecast of 3-6%. The company also expects full-year GAAP EPS to range from $12.43 to $12.79, reflecting its updated revenue outlook.

展望未来，埃森哲将 2025 财年以当地货币计算的收入增长指引从之前的 3-6% 预测上调至 4-7%。该公司还预计全年 GAAP 每股收益为 12.43 美元至 12.79 美元，反映了其最新的收入前景。

For Q2 FY25, revenue is expected to fall between $16.2 billion and $16.8 billion, aligning with market expectations. The company reaffirmed its FY25 GAAP operating margin forecast of 15.6-15.8%, signaling up to 100 basis points of expansion.

25 财年第二季度的收入预计将下降 162 亿美元至 168 亿美元之间，与市场预期一致。该公司重申其 2025 财年 GAAP 运营利润率预测为 15.6-15.8%，预计将扩大 100 个基点。

Accenture’s full-year cash flow forecast remains steady, with operating cash flow expected between $9.4 billion and $10.1 billion, capital expenditures set at $600 million, and free cash flow forecast to range from $8.8 billion to $9.5 billion. The effective tax rate is projected to remain between 22.5% and 24.5%.

埃森哲全年现金流预测保持稳定，运营现金流预计在94亿美元至101亿美元之间，资本支出定为6亿美元，自由现金流预计在88亿美元至95亿美元之间。有效税率预计保持在22.5%至24.5%之间。