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FY2026 Q3
예상 부합
Accenture PLC 실적 발표
Buzzberg 분석
Middle East conflict caused $100M revenue impact
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
Buzzberg 분석 Middle East conflict caused $100M revenue impact Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls. 전체 분석 보기분석 접기
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
매출$18.7181B+4% 전분기 대비
주당순이익(EPS)$3.80+30% 전분기 대비
매출총이익률32.77%보고값
영업이익률16.96%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Guidance
Large managed services deals pushed to FY27
Capex
Expect to deploy ~$9B in acquisitions this year
핵심 내용 3개 더 보기
Demand
Large bookings up 13% YoY to 104
AI
Seeing clients move to larger AI transformation programs
Margins
FY26 adjusted operating margin guided to 15.8%, up 20bps
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $18.7181B | +4% 전분기 대비 |
| 주당순이익(EPS) | $3.80 | +30% 전분기 대비 |
| 매출총이익률 | 32.77% | 보고값 |
| 영업이익률 | 16.96% | 보고값 |
| 잉여현금흐름 | $3.6B | -2% 전분기 대비 |
| 자본지출 | $0.1862B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 매출 | FY2026 Q4 | $17.75B–$18.4B | $18.075B | 제시 |
| 매출 | FY2026 | 3%–4% | 3.5% | 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
confident
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
경영진의 AI 분석
Management stated that AI is a tailwind driving reinvention, and they are seeing clients move from pilots to production with larger AI transformation programs, while on track to more than double bookings from key AI and data partners.
아래에 언급된 기업 16개 모두 표시
기업발표 이후 수익률
고객
고객
Julie Sweet
Accenture is deepening its partnership with McDonald's on finance, people modernization, and loyalty, indicating sustained demand for transformation services from the quick-service restaurant giant.
근거
“We are working with McDonald's, one of the world's most iconic restaurant brands, serving more than 70 million customers every day as we support key elements of their ongoing transformation.”
고객
Julie Sweet
Accenture is embedding AIOps and autonomous agents into BT's network operations, signalling a large-scale AI transformation program that could be replicable for other telecom operators.
근거
“BT Group, one of our UK clients where our longstanding relationship is expanding into a new AI partnership for BT Business, the division which provides the connectivity backbone for UK businesses and public services.”
고객
Julie Sweet
Stellantis is deploying AI across manufacturing operations, highlighting demand for industrial AI solutions from major automotive OEMs.
근거
“Stellantis is a great example. Stellantis is across their manufacturing.”
고객
Julie Sweet
Accenture helped Bradesco unify vehicle financing platforms, driving 7.3% quarter-over-quarter portfolio growth, showing strong AI payback in banking.
근거
“Banco Bradesco, one of Brazil's largest financial institutions, is another great example of delivering tangible ROI from AI.”
파트너
파트너
Julie Sweet
Accenture's AI bookings with Anthropic are doubling, indicating strong enterprise demand for Anthropic's models through consulting-led deployments.
근거
“We are on track to more than double our bookings from our key emerging AI and data partners compared with FY25, including Anthropic, Databricks, Gemini, Mistral AI, NVIDIA, OpenAI, Palantir, and Snowflake.”
파트너
Julie Sweet
AWS is a core partner in Accenture's OT security platform, indicating deeper collaboration in cloud and security for industrial IoT.
근거
“Dragos has strong ecosystem relationships with our top ecosystem partners, including AWS, CrowdStrike, Microsoft, Palo Alto, and ServiceNow.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 16개를 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.