週四，埃森哲公司（紐約證券交易所代碼：ACN）報告2025財年第二季度每股收益爲2.82美元，略高於市場預期的2.81美元。該公司報告銷售額爲166.6億美元，幾乎與市場預期的166.2億美元持平，並在管理層指導的162億至168億美元範圍內。銷售額以美元計算同比增長5%，以本地貨幣計算增長8.5%。 諮詢收入爲82.8億美元，以美元計算增長3%，以本地貨幣計算增長6%。託管服務收入達到83.8億美元，以美元計算增長5%，以本地貨幣計算增長8.5%。 產品收入達到50.5億美元，以美元計算增長6%，以本地貨幣計算增長9%。健康與公共服務收入以美元計算增長8%，以本地貨幣計算增長10%至36.1億美元。 金融服務收入達到30.1億美元，以美元計算增長7%，以本地貨幣計算增長11%。資源收入爲22.6億美元，以美元計算增長1%，以本地貨幣計算增長5%。 通信、媒體與科技收入爲27.3億美元，以美元計算增長3%，以本地貨幣計算增長6%。 2025財年第二季度新預訂量爲209.1億美元，以美元計算下降3%，以本地貨幣計算與2024財年第二季度持平，其中：諮詢新預訂量爲104.7億美元，託管服務新預訂量爲104.4億美元。生成式AI新預訂量在第二季度達到14億美元。 該公司表示，強勁的2025財年第二季度業績反映了地理市場、行業組別和工作類型的廣泛收入增長。 “客戶對我們獨特優勢和能力的信任和信心反映在32個季度預訂量超過1億美元的客戶中，並且我們很高興在生成式AI方面又創下了14億美元新預訂量的里程碑季度，”埃森哲董事長兼首席執行官朱莉·斯威特評論道。 營業利潤率提高了50個基點，達到13.5%，較調整後的營業利潤率下降了20個基點。 指導意見：埃森哲將其2025財年收入增長前景收窄至本地貨幣計價的5%-7%，此前預測爲4%-7%。公司預計2025年攤薄每股收益在12.55至12.79美元之間，市場預期爲12.90美元。 價格走勢：截至週四最後一次檢查，埃森哲股票在盤前交易中下跌0.14%，報324美元。

以上內容來自Benzinga Earnings專欄，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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