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ACNEarnings 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.
  • 管理层陈述

    电话会期间:2026 Q4 · 2026-10-01

  • 指引:安吉·帕克: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%。
  • 需求与订单:朱莉·T·斯威特:我们第四季度订单额达222亿美元,这体现了埃森哲对客户的价值,也再次证明了我们强劲的竞争地位。
  • 利润率:安吉·帕克:我们预计2027财年营业利润率为15.9%至16.1%,较经调整后的2026财年业绩扩大10至30个基点。
  • 分析师问答

  • 分析师达林·佩勒提问:好的,这非常有帮助。或许可以简单谈谈当前的定价与竞争格局?考虑到眼下显然正在发生的向更具自主代理能力的变化,贵公司是否注意到竞争对手为赢得合同(尤其是大型合同)而采取了更激进的定价策略?管理层朱莉·T·斯威特回应称:我们仍处于高度竞争的环境中。2026年整体定价基本稳定,但第四季度公司诸多业务板块的定价出现下滑。展望2027财年,我们的业绩指引包括10至30个基点的利润率扩张,该指引假设我们将继续面临激烈竞争,目前的预期已纳入这一因素。
  • For information only. Not investment advice.内容仅供参考,不构成投资建议。