週四，埃森哲公司（紐約證券交易所代碼：ACN）公佈了2025財年第一季度的銷售額爲176.9億美元，高於分析師普遍預期的171.2億美元，同比增長9%（以美元計）和5%（以當地貨幣計）。收入比公司指導區間的高端（168.5億美元至174.5億美元）高出約2.4億美元。調整後的每股收益爲3.59美元，高於分析師普遍預期的3.39美元。 季度內，諮詢業務收入爲90.5億美元，以美元計增長7%，以當地貨幣計增長6%。託管服務收入爲86.4億美元，以美元及本地貨幣均增長11%。新簽訂單爲187億美元，其中諮詢新簽訂單爲92億美元，託管服務新簽訂單爲95億美元。 調整後的季度營業收入爲27億美元，佔收入的16.7%。產品業務收入達54.3億美元，以美元計增長12%，以當地貨幣計增長10%。健康與公共服務收入爲38.1億美元，以美元計增長13%，以當地貨幣計增長12%。 金融服務收入達31.7億美元，以美元及當地貨幣計增長4%。資源領域收入爲24.2億美元，以美元及當地貨幣計增長6%。通信、媒體與技術業務收入達28.6億美元，以美元及當地貨幣計增長7%。 公司還在生成式人工智能領域簽下了12億美元的新訂單。 埃森哲董事長兼首席執行官朱莉·斯威特表示，“我們致力於爲客戶引領變革，同時繼續投資於我們的業務，這使我們在2025財年開局表現強勁。我們在諮詢和託管服務以及各市場和行業組別實現了廣泛的收入增長，並在市場中佔據了更多份額。” 展望方面，公司預計2025財年第二季度收入在162億美元至168億美元之間（對比分析師普遍預期的166.3億美元）。此外，公司將2025財年收入增長預期從此前的3%-6%上調至4%-7%（以當地貨幣計）。外匯影響預計爲較2024財年的負0.5%（此前預期爲正1.5%）。 週四盤前，埃森哲股價上漲4.72%，至364.01美元。

以上內容來自Benzinga Earnings專欄，原文如下：

On Thursday, Accenture Plc (NYSE:ACN) reported first-quarter fiscal 2025 sales of $17.69 billion compared with the analyst consensus estimate of $17.12 billion, up 9% year-over-year in U.S. dollars and 5% in local currency. 

Revenues were approximately $240 million above the top end of the company's guided range of $16.85 billion to $17.45 billion. The adjusted EPS of $3.59 topped the analyst consensus estimate of $3.39.

Also Read: Accenture Lands $1.6B US Air Force Deal To Elevate Cloud One: Details

Consulting revenues for the quarter were $9.05 billion, an increase of 7% in U.S. dollars and 6% in local currency. Managed Services revenues reached $8.64 billion, an increase of 11% in both U.S. dollars and local currency.

New bookings for the quarter were $18.7 billion, with consulting bookings of $9.2 billion and managed services bookings of $9.5 billion.

Adjusted operating income for the quarter was $2.70 billion, or 16.7% of revenues.

Products revenues reached $5.43 billion, up 12% in U.S. dollars and 10% in local currency. Health & Public Service revenues increased by 13% in U.S. dollars and 12% in local currency to $3.81 billion.

Financial Services revenue reached $3.17 billion, up 4% in U.S. dollars and local currency. Resources revenue was $2.42 billion, up 6% in U.S. dollars and local currency.

Communications, Media & Technology revenue was $2.86 billion, up 7% in U.S. dollars and local currency.

The company clocked Generative AI new bookings of $1.2 billion.

Julie Sweet, chair and CEO of Accenture, said, "Our strategy to lead reinvention for clients while continuing to invest in our business has given us a strong start to fiscal 2025. We delivered broad-based revenue growth across both consulting and managed services, and across each market and industry group, gaining market share."

Outlook: Accenture's business outlook for fiscal 2025 now assumes that the foreign-exchange impact on its results in U.S. dollars will be approximately negative 0.5% compared with fiscal 2024; the company previously expected the impact to be positive 1.5%.

Accenture expects second-quarter revenues of $16.2 billion–$16.8 billion (versus consensus of $16.63 billion).

For fiscal 2025, the company raised revenue growth of 4% to 7% in local currency, compared to 3% to 6% previously.

Price Action: ACN stock is up 4.72% at $364.01 premarket at the last check on Thursday.

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