周四，埃森哲公司（纽约证券交易所代码：ACN）公布了2025财年第一季度的销售额为176.9亿美元，高于分析师普遍预期的171.2亿美元，同比增长9%（以美元计）和5%（以当地货币计）。收入比公司指导区间的高端（168.5亿美元至174.5亿美元）高出约2.4亿美元。调整后的每股收益为3.59美元，高于分析师普遍预期的3.39美元。
季度内，咨询业务收入为90.5亿美元，以美元计增长7%，以当地货币计增长6%。托管服务收入为86.4亿美元，以美元及本地货币均增长11%。新签订单为187亿美元，其中咨询新签订单为92亿美元，托管服务新签订单为95亿美元。
调整后的季度营业收入为27亿美元，占收入的16.7%。产品业务收入达54.3亿美元，以美元计增长12%，以当地货币计增长10%。健康与公共服务收入为38.1亿美元，以美元计增长13%，以当地货币计增长12%。
金融服务收入达31.7亿美元，以美元及当地货币计增长4%。资源领域收入为24.2亿美元，以美元及当地货币计增长6%。通信、媒体与技术业务收入达28.6亿美元，以美元及当地货币计增长7%。
公司还在生成式人工智能领域签下了12亿美元的新订单。
埃森哲董事长兼首席执行官朱莉·斯威特表示，“我们致力于为客户引领变革，同时继续投资于我们的业务，这使我们在2025财年开局表现强劲。我们在咨询和托管服务以及各市场和行业组别实现了广泛的收入增长，并在市场中占据了更多份额。”
展望方面，公司预计2025财年第二季度收入在162亿美元至168亿美元之间（对比分析师普遍预期的166.3亿美元）。此外，公司将2025财年收入增长预期从此前的3%-6%上调至4%-7%（以当地货币计）。外汇影响预计为较2024财年的负0.5%（此前预期为正1.5%）。
周四盘前，埃森哲股价上涨4.72%，至364.01美元。
以上内容来自Benzinga Earnings专栏，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.
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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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