ACACNEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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ACN earnings call: We expect our full year diluted earnings per share for fiscal '27 to be in the range of $14.39 to $14.81 or 3% to 6% growth over adjusted fiscal '26 results.埃森哲公司 (ACN) 电话会:我们预计2027财年全年摊薄每股收益区间为14.39美元至14.81美元,较经调整后的2026财年业绩增长3%至6%。
Management remarks
Call period: 2026 Q4 · 2026-10-01
Guidance: Angie Park: We expect our full year diluted earnings per share for fiscal '27 to be in the range of $14.39 to $14.81 or 3% to 6% growth over adjusted fiscal '26 results.
Demand and orders: Julie T. Sweet: We had $22.2 billion of bookings in Q4, reflecting the relevance of Accenture to our clients and demonstrating again our strong competitive position.
Margins: Angie Park: For operating margin, we expect fiscal year '27 to be 15.9% to 16.1%, a 10 to 30 basis point expansion over adjusted fiscal '26 results.
Analyst Q&A
Analyst Darrin Peller asked: Okay. All right. That's really helpful. Maybe just touch for a moment on pricing and the competitive landscape today. Are you seeing any competitors price more aggressively to win contracts, especially larger deals in the context of some of the changes happening around obviously becoming more agentic and just in general terms? Management Julie T. Sweet answered: Look, we continue to operate in a highly competitive environment. And when you think about pricing in '26, it was overall stable. And at the same time, in Q4, we saw lower pricing in many areas of our business. And so as we look to FY '27, our guidance, including our 10 to 30 basis point margin expansion assumes that we're going to have continued intense competition and sort of our current expectations are baked in.