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FY2025 Q4
예상 부합
Accenture PLC 실적 발표
Buzzberg 분석
Advanced AI revenue tripled to $2.7B and bookings nearly doubled to $5.9B
Accenture reported strong Q4 FY25 results at the top of guidance, with $17.6B revenue, 15.1% adjusted operating margin, and $3.13 adjusted EPS. Full-year revenue grew 7% to $69.7B. For FY26, management guided 2-5% local currency revenue growth (3-6% ex-federal), modest margin expansion to 15.7-15.9%, and EPS of $13.52-$13.90. AI remains a key growth driver, with advanced AI revenue tripling to $2.7B and bookings nearly doubling to $5.9B. Q4 revenue $17.6B (+4.5% local currency), at top of guided range; full-year revenue $69.7B (+7% local currency).
Buzzberg 분석 Advanced AI revenue tripled to $2.7B and bookings nearly doubled to $5.9B Accenture reported strong Q4 FY25 results at the top of guidance, with $17.6B revenue, 15.1% adjusted operating margin, and $3.13 adjusted EPS. Full-year revenue grew 7% to $69.7B. For FY26, management guided 2-5% local currency revenue growth (3-6% ex-federal), modest margin expansion to 15.7-15.9%, and EPS of $13.52-$13.90. AI remains a key growth driver, with advanced AI revenue tripling to $2.7B and bookings nearly doubling to $5.9B. Q4 revenue $17.6B (+4.5% local currency), at top of guided range; full-year revenue $69.7B (+7% local currency). 전체 분석 보기분석 접기
Accenture reported strong Q4 FY25 results at the top of guidance, with $17.6B revenue, 15.1% adjusted operating margin, and $3.13 adjusted EPS. Full-year revenue grew 7% to $69.7B. For FY26, management guided 2-5% local currency revenue growth (3-6% ex-federal), modest margin expansion to 15.7-15.9%, and EPS of $13.52-$13.90. AI remains a key growth driver, with advanced AI revenue tripling to $2.7B and bookings nearly doubling to $5.9B. Q4 revenue $17.6B (+4.5% local currency), at top of guided range; full-year revenue $69.7B (+7% local currency).
- Advanced AI (gen AI, agentic, physical) revenue grew to $2.7B in FY25, with bookings of $5.9B.
- Managed services bookings strong at $12.4B (book-to-bill 1.4); consulting bookings $8.9B (1.0).
- FY26 guidance: revenue growth 2-5% (3-6% ex-federal), operating margin 15.7-15.9%, EPS $13.52-$13.90, FCF $9.8-$10.5B.
매출$17.5963B보고값
주당순이익(EPS)$3.03보고값
매출총이익률31.89%보고값
영업이익률11.65%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Guidance
FY26 revenue guidance includes 1-1.5% federal headwind, excluding it 3-6% growth
Talent
Company plans to increase headcount across all markets in FY26
핵심 내용 3개 더 보기
AI
AI pricing accretive to Accenture's average and expansionary
Margins
Business optimization program expected to deliver over $1B savings, reinvested for growth
Demand
Capital projects business grew 49% year-on-year, largely organically
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $17.5963B | 보고값 |
| 주당순이익(EPS) | $3.03 | 보고값 |
| 매출총이익률 | 31.89% | 보고값 |
| 영업이익률 | 11.65% | 보고값 |
| 잉여현금흐름 | $3.8062B | 보고값 |
| 자본지출 | $0.1079B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 자본지출 | FY2026 | $1B | $1B | 제시 |
| 주당순이익(EPS) | FY2026 | $13.52–$13.90 | $13.71 | 제시 |
| 잉여현금흐름 | FY2026 | $9.8B–$10.5B | $10.15B | 제시 |
| 영업이익률 | FY2026 | 15.7%–15.9% | 15.8% | 제시 |
| 매출 | FY2026 | 2%–5% | 3.5% | 제시 |
| 매출 | FY2026 Q1 | $18.1B–$18.75B | $18.425B | 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management expressed confidence in their competitive positioning, demand, and ability to execute despite a stable macro environment, citing strong bookings, market share gains, and technology leadership.
경영진의 AI 분석
Management highlighted strong demand for advanced AI, with revenue tripling to $2.7B and bookings nearly doubling to $5.9B. They see AI as expansionary, not deflationary, and are seeing clients move from proofs of concept to production, with pricing accretive to company averages. They also noted AI is a catalyst for digital core modernization and enterprise-wide transformation projects.
투자 및 생산능력
Capital expenditures are expected to increase by about $400 million to approximately $1 billion in fiscal 2026, primarily for real estate and leasehold improvements in certain geographies as management brings more people back to the office.
아래에 언급된 기업 2개 모두 표시
기업발표 이후 수익률
고객
고객
Julie Sweet
Accenture's deep, multi-year relationship with Ecolab is expanding through AI-driven process reinvention, indicating sustained demand for enterprise AI services.
근거
“Ecolab, a global sustainability leader, has been a client for 15 years. Three years ago, we partnered with Ecolab to lay the foundation for their growth transformation.”
파트너
파트너
Julie Sweet
Accenture's new partnership with Palantir is specifically cited as critical for federal business, suggesting Palantir is becoming an essential partner for government AI and modernisation contracts. — The endorsement by Accenture, the largest federal IT contractor, increases Palantir's credibility and pipeline in the public sector.
근거
“We're really pleased with our new partnership with Palantir, which is really playing a critical role in federal.”
외부 신호
공급망 알파 · 1발표 이후 수익률
Accenture's new partnership with Palantir is specifically cited as critical for federal business, suggesting Palantir is becoming an essential partner for government AI and modernisation contracts.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 2개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.