AI
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Капзатраты
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ACN
FY2025 Q4
В пределах ожиданий
Отчётный звонок Accenture PLC
Вывод Buzzberg
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).
Вывод Buzzberg 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). Читать полный анализСвернуть анализ
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.
Выручка$17.5963BФакт
EPS$3.03Факт
Валовая маржа31.89%Факт
Операционная маржа11.65%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
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
Показать ещё 3 тезиса
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
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $17.5963B | Факт |
| EPS | $3.03 | Факт |
| Валовая маржа | 31.89% | Факт |
| Операционная маржа | 11.65% | Факт |
| Свободный денежный поток | $3.8062B | Факт |
| Капзатраты | $0.1079B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Капзатраты | FY2026 | $1B | $1B | Обозначен |
| EPS | FY2026 | $13.52–$13.90 | $13.71 | Обозначен |
| Свободный денежный поток | FY2026 | $9.8B–$10.5B | $10.15B | Обозначен |
| Операционная маржа | FY2026 | 15.7%–15.9% | 15.8% | Обозначен |
| Выручка | FY2026 | 2%–5% | 3.5% | Обозначен |
| Выручка | FY2026 Q1 | $18.1B–$18.75B | $18.425B | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
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.
Оценка AI от менеджмента
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.
Инвестиции и мощности
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.
все упомянутые компании ниже: 2
Компаниис момента звонка
Клиенты
Клиенты
Julie Sweet
Accenture's deep, multi-year relationship with Ecolab is expanding through AI-driven process reinvention, indicating sustained demand for enterprise AI services.
Доказательства
“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.”
Партнёры
Партнёры
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.
Доказательства
“We're really pleased with our new partnership with Palantir, which is really playing a critical role in federal.”
Внешние сигналы
Альфа цепочки поставок · 1с момента звонка
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.
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 2. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.