종목/ACN
A
액센추어
ACNNYSE· TechnologyAccenture plc
$169.77
종가· 5. 13.
$111.0B
시가총액
14.79
PER
$169.77
5. 13. 종가
시가총액
$111.0B
PER
14.79
BEAT3월 1일 (일)미정실제값2026 Q1 실적 발표 결과
EPS 실제
$2.93
예상 $2.84
Surprise
+3.3%
매출
$18.04B
발표 직후 반응
—
최근 4분기:
·이번 분기는 Beat, 4연속 Beat 행진
Beat·Miss 트랙레코드
다음 분기 가이던스
2026 Q1AI 한국어 요약
Third Quarter Fiscal 2026 Outlook: Revenues $18.35B – $19.0B; Revenue Growth (Local Currency) 1% – 5%; Foreign-Exchange Impact on Results approx. +2.5%.
Full Year Fiscal 2026 Outlook (as of Mar 19, 2026): Revenue Growth (Local Currency) 3% – 5% (excluding an estimated 1% impact from its U.S. federal business, company now expects 4% – 6%); Foreign-Exchange Impact on Results approx. +2%; GAAP Operating Margin 15.2% – 15.4%; Adjusted Operating Margin 15.7% – 15.9% (excluding business optimization costs); Annual Effective Tax Rate (GAAP and Adjusted) 23.5% – 25.5%; GAAP Diluted EPS $13.25 – $13.50; Adjusted EPS $13.65 – $13.90; Operating Cash Flow $11.5B – $12.2B; Property & Equipment Additions $0.7B; Free Cash Flow $10.8B – $11.5B; Capital Return at least $9.3B.
EPS 추이
최근 4분기컨센서스실적
매출 추이
막대 = 매출 · 점 = YoY %동종업계 비교
Technology · 시총 상위실적 콜 한국어 요약
AI 한국어 요약edgar:8-K-2.02+EX-99
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
핵심 하이라이트
- 분기 매출: $18.04 billion, 전년동기 대비 +8% (미국달러 기준), +4% (local currency). 회사는 분기 매출이 자사 가이던스의 상단에 위치했다고 명시.
- 분기 희석주당순이익(Diluted EPS): $2.93, 전년동기 대비 +4%.
- 신계약(뉴 북잉) 기록: $22.11 billion(신기록), 분기별 $100M 이상 고객 41곳 포함. 사업별 매출: Managed Services $9.18B (+10% USD, +5% local), Consulting $8.86B (+7% USD, +3% local). 산업별 강세: Communications, Media & Technology $3.09B (+13% USD, +10% local).
운영 코멘트
- 회사는 AI 도입 가속화를 통해 고객사의 전사적 AI 확장(advanced AI)을 핵심 성장 드라이버로 제시하며, AI 관련 수요가 강한 모습을 강조.
- 분기별 신계약이 사상 최고치($22.11B)를 기록했고, Managed Services와 Consulting 모두 두 자릿수 및 고단가 계약 안정으로 견조한 성장 시현.
- 회사는 분기 실적과 가이던스를 발표하면서 중동 분쟁이 하반기 실적에 미칠 영향을 반영했으나, 큰 확대나 주요 경제적 혼란은 가정에 포함하지 않음(리스크로 명시).
기업 정보
섹터Technology
산업Information Technology Services
대표이사Mr. Mauro Macchi
상장일7월 19일 (목)
발행주식수613.9M주
직원수786,000명
회사 소개 보기
Accenture plc provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers systems integration and application management; security; intelligent platform; infrastructure; software engineering; data, AI, cloud; and automation and global delivery services. The company also operates business processes for specific enterprise functions, including finance and accounting, sourcing and procurement, supply chain, marketing and sales, and human resources, as well as industry-specific services, such as platform trust and safety, banking, insurance, network and health services; and designs, manufactures, and assembles automation equipment, robotics, and other commercial hardware products. It serves communications, media, and technology; financial services; banking and capital markets, and insurance; health and public service; consumer goods, retail, travel services; industrial; life science; and chemicals, natural resources, energy, and utilities sectors. Accenture plc has collaboration with Amazon Web Services (AWS) to deliver transformative digital services to public sector, defense, and national security organizations. It has a collaboration with OpenAI to help enterprise clients unlock new levels of innovation and growth by bringing agentic AI systems; and has a strategic collaboration with Microsoft and Avanade for the development of an agentic factory intelligence system. It also has strategic partnership with Netomi, Inc. to help enterprises reinvent customer experience using agentic AI systems. Accenture plc was founded in 1951 and is based in Dublin, Ireland.
분기 실적 히스토리
최근 4분기| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 3월 1일 (일) | 2026 Q1 | $2.84 | $2.93 | +3.3% | $18.04B | — |
| 12월 1일 (월) | 2025 Q4 | $3.72 | $3.94 | +5.9% | $18.74B | — |