埃森哲2025财年第二季度业绩强劲（完整版）英_14页_564kb

Accenture第二季度财务报告总结

According to Accenture's Q2 FY2025 financial results (ended February 28, 2025):

• Revenue: $16.7 billion (5% increase in USD, 8.5% in local currency), exceeding previous guidance.

  • Americas: 9% USD, 11% local currency.
  • EMEA: 4% USD, 8% local currency.
  • Asia Pacific: -3% USD, 1% local currency.
  • By Sector: Financial Services (+7%, +11%), Products (+8%, +10%), Health & Public (+3%, +6%), TM-Comm (+6%, +9%), Resources (+1%, +5%).
  • Consulting ($8.28 billion; +3% USD, +6% local), Managed Services ($8.38 billion; +8% USD, +11%).

• New Business Bookings: $20.9 billion (3% decrease USD, stable in local currency), down but impressive in AI bookings ($1.4 billion).

• Operating Margin: 13.5% (up 50bps on GAAP basis). Adjusted margin improved.

• EPS: $2.82 (7% increase).

• Free Cash Flow: $2.68 billion (record quarter).

• Capital Return: Increased quarterly dividend by 15% (to $1.48/share), repurchased $1.4 billion worth of shares.

• FY2025 Outlook:

  • Full-year revenue growth is now expected to be 5-7% in local currency.
  • Op margin guidance (15.6%-15.7%) reflects expansion versus adjusted margin.
  • EPS range set at $12.55-$12.79.

Key announcement points included CEO Julie Sweet focusing on broad growth across markets, industries, and service types, while highlighting milestones in AI and appreciating the firm's workforce for driving value.