ACN的营收与每股收益均超出预期,广泛的地域与行业增长以及订单量上升支撑了财报后的上涨;其指引虽偏保守,但足以维持投资者的关注。
逐段跳播
在财报公布之后,我们将开始看到 Accenture 的股价上涨。它在标普指数中排名第一,涨幅为 19.5%。是的,Accenture 从一开始就实现了强劲的跃升。考虑到该股从年初直到最新财报公布前的表现,这是她需要的一场胜利。
we will start seeing Accenture's stock rise after the earnings announcement. It is ranked first here in the S&P index, with an increase of 19.5 percent. Yes, Accenture has made a strong leap from the start .
It's a win she needed, given the stock's performance from the beginning of the year until the announcement of its latest earnings.
它在营收方面超出了预期,增长 6%,达到超过 186 亿。市场原本预期略高于 180 亿。所以这好于预期。Accenture 在营收和净利润两方面都超出了预期。
It exceeded expectations regarding revenue, growing by 6% to reach more than 18.6 billion. The market was expecting a figure slightly above 18 billion. So that was better than expected.
Accenture has exceeded expectations in terms of both revenue and net profit here.
每股收益为 3.29 美元。市场原本预期为 3.18 美元。
Earnings amounted to $3.29 per share . The market was expecting $3.18.
这个数字不仅好于预期。它还高于去年同期的水平。一年前,该数字为 2.25 美元。营收在每个地域市场和行业组别都实现了增长。电信、媒体和科技板块表现尤为强劲。在科技板块看到这一点并不令人意外。
因此,这种多元化表明需求不仅仅来自某一个强劲地区的少数客户。
This number is not only better than expected. It is even higher than it was during the same period last year. A year ago, that figure was $2.25. Revenues increased across every geographic market and industry group.
There was particular strength in the telecommunications, media and technology sectors. It is not surprising to see this with the technology sector. Therefore , this diversification indicates that demand goes beyond just a handful of customers in one strong region.
新预订量当然是未来可能转化为利润的业务指标。它增长了 4%,达到 221.7 亿。所以这方面有所增长。看到这一点很好,投资者显然喜欢这个数字,该股目前上涨超过 19.5%。
New bookings are, of course, an indicator of business that could turn into profits in the future. It has increased by 4% to reach 22.17 billion. So there is an increase in this aspect.
It's good to see that, and investors clearly liked the figure with the stock up more than 19.5 percent now.
关于前景,他们预测将持续增长,同时带有一些保守的预期,但这一前景显然足以让投资者现在对Accenture产生兴趣。
Regarding the outlook , they are forecasting continued growth with some conservative expectations, but the outlook is clearly sufficient for investors to be interested in Accenture right now.
Accenture预测2027财年按本币计算的收入增长为3%至6%,其中不包括汇率变动的影响。全年盈利方面,他们预计每股在14.39美元至14.81美元之间。至于第一季度收入,他们预计在189.5亿美元至196亿美元之间。
Accenture forecasts revenue growth of 3 to 6% for fiscal year 2027 in local currency, excluding the impact of exchange rate changes. For full-year earnings , they expect between $14.39 and $14.81 per share.
As for first-quarter revenue, they expect between $18.95 billion and $19.6 billion.
因此,季度业绩超出预期,盈利预测也大体符合分析师的喜好,但投资者显然对其未来前景印象深刻。他们谈到人工智能作为咨询业务机会的潜力。他们帮助在自身的系统、工作流程、测试和安全控制方面实施人工智能。
他们的机构关系和专业技术专长使他们处于有利位置,能够获取人工智能领域的支出。这是那里正在发生的事情之一。从整体上看他们的工作时,这些都是令人鼓舞的迹象。
So, the quarterly results exceeded expectations, and earnings forecasts are largely in line with what analysts like, but investors are clearly impressed by the future prospects.
They talk about the potential of artificial intelligence as an opportunity for consulting. They help to implement artificial intelligence in relation to their systems, workflows, testing, and security controls here.
Their institutional relationships and technical expertise put them in a good position to capture spending in the field of artificial intelligence. This is one of the things that happens there.
These are encouraging signs when we look at their work in general.
这个频道对 $ACN 的历次判断
Schwab Network 在这只股票上只有这一条判断。