Accenture plc
ACN 6.5Price and target zones价格与目标区间
What the company does公司做什么
Accenture is hired by large companies and governments to plan, build, and run their technology and their operations. It employs about 779,000 people who do this work, billed mostly by the hour or by result.Accenture受大企业和政府雇用，去规划、搭建并运行他们的技术和业务运营。它雇有约779,000人来做这些工作，收费主要按小时或按成果计。
Earns from营收来源 consulting projects and multi-year contracts to run a client's systems.咨询项目，以及为客户运行系统的多年期合同。
Read the full description查看完整介绍
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; has a strategic collaboration with Microsoft and Avanade for the development of an agentic factory intelligence system; and INFRONEER Holdings Inc. and SAP Japan Co., Ltd. to develop a new financial data and insights platform. It also has strategic partnership with Netomi, Inc. to help enterprises reinvent customer experience using agentic AI systems. The company has a strategic alliance with ServiceNow for integrated risk management and third-party risk management solutions. Accenture plc was founded in 1951 and is based in Dublin, Ireland.
What the company sells公司卖什么
Plus:此外： Consulting咨询 (50%) — Paid advice and one-time projects — writing a strategy, redesigning a process, or building new software. FY2025 revenue was $35.1 billion付费建议和一次性项目——制定战略、重新设计流程或开发新软件。2025财年收入为$35.1 billion; Managed Services托管服务 (50%) — Accenture takes over the day-to-day running of a client's technology or back office on a multi-year contract for a recurring fee. FY2025 revenue was $34.6 billionAccenture 以多年合同、按经常性费用接管客户技术或后台的日常运营。2025财年收入为$34.6 billion.
Company facts公司资料
- Founded成立时间
- 1951
- Employees员工人数
- 799,000
- Industry行业
- Information Technology Services
- Country国家
- Ireland
Investment thesis投资逻辑 from the watchlist来自关注列表
📋 +22% in 14 days. $2.5B Microsoft AI pact, NATO contract, buyback raised 62% to $7.5B FY26. 4.23% yield, 11.2x fwd, FCF $10.87B. But FY26 guide still 3-4% LC, bookings $19.3B (−2-3%), book-to-bill 1.0. Add $130-145.
Watch
- Correlated with CTSH/EPAM/IBM — see Concentration Map
📋 14 天内 +22%。 $2.5B 微软 AI 合作，NATO 合同，FY26 回购上调 62% 至 $7.5B。4.23% 股息率，11.2x 前瞻，自由现金流 $10.87B。但 FY26 指引仍为 3-4% 本币增长，订单 $19.3B（−2-3%），订单出货比 1.0。加仓 $130-145。⚠️ 与 CTSH/EPAM/IBM 相关——见集中度地图。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 24%
- Revenue growth营收增长
- +6%
- Dividend yield股息率
- 3.93%
Competitors竞争对手
Why customers stay客户为什么留下
About half the revenue is recurring work embedded in a client's operations, which is slow and risky to remove. But the honest weakness is real: the revenue is headcount-driven labour, so AI that automates coding and back-office work threatens the billing model. FY2025 new bookings fell 1% and gross margin slipped to 31.9%.大约一半的收入是嵌在客户运营里的持续性工作，要移除既慢又有风险。但它诚实的弱点是真实存在的：收入靠人头驱动的人力，所以能把编程和后台工作自动化的AI威胁到了这套收费模式。2025财年新签订单下降1%，毛利率滑落到31.9%。
Related companies相关公司 🔴 AI-services repricing
One bet: does AI destroy labor-arbitrage IT services? They rise and fall together — proven twice now (−40% together, then +17-22% together).
Manage as one position. Do not add a second name to raise exposure.
Recent news近期新闻 last 7 days近7天
- Accenture vs. Microsoft: What Diverging Revenue Growth Paths Tell InvestorsMotley Fool
- ACN Got Cheaper. The Business Did Not Get WorseTrefis
- PLTR vs. ACN: Which Leading Tech Stock Should You Consider?Zacks
- Is Accenture’s (ACN) Push Into AI Travel Discovery Redefining Its Competitive Edge in Agentic Commerce?Simply Wall St.
- Is ACN's Deal With Radisson for Booking App Launch a Growth Catalyst?Zacks
- Aspocomp Group PLC (STU:ACN) Q2 2026 Earnings Call Highlights: Strong Sales Growth Amid Market ...GuruFocus.com