这家拥有80万员工的公司10月1日公布了2026财年第四季度及全年业绩报告。埃森哲截至8月的财年收入为742亿美元（约合人民币4,974.8亿元），同比增长6%，主要得益于最后一个季度表现好于预期。该公司股价曾在6月因市场担忧AI将冲击咨询顾问需求而跌至九年低点。埃森哲曾于2026财年最后一个月调整休假政策，允许员工结转未使用的假期，以鼓励他们在财年最后几周完成客户工作（详见：紧迫！埃森哲临时调整休假政策！）。
埃森哲股价在6月发布上一季度业绩后曾跌至九年低点，当时公司因中东战争和两份大合同延迟而下调收入预期。即便近日有所反弹，其股价仍较年初低约21%。
Accenture shares jumped almost 16 per cent after the world’s largest publicly traded consulting group said its revenues could accelerate this year, confounding fears that AI would destroy demand for its services.
The 800,000-person company on Thursday reported an 8 per cent rise in earnings for the 12 months to August, as it benefited from cost-cutting and said AI was helping it to generate more revenue per employee.
Accenture, whose shares in June plunged to a nine-year low over concerns that AI would crush demand for consultants, reported revenues of $74.2bn for the fiscal year, a 4 per cent increase, after a stronger than expected final quarter.
Julie Sweet, chief executive, said Accenture was taking share from rivals in a difficult market.
“Our clients believe AI will help them achieve more than previously possible across the enterprise but they remain at very different stages of readiness,” she said. “Much of our growth today comes from continuing to build their digital core . . . Many are just starting their AI journey.”
Sweet said the company had allowed staff to carry over unused holiday to encourage them to complete work for clients in the final weeks of the fiscal year.
Accenture said its revenues could increase more quickly in the coming year despite concerns about how AI is disrupting the consulting industry.
The group set a target of 3 to 6 per cent growth for the current fiscal year. Wall Street had been expecting around 4 per cent for the mid-point of the range.
Net income for the fiscal year that ended in August was $8.4bn, up 8 per cent, helped by job cuts and other cost-reduction measures the company took a year ago. In the past three months, however, Accenture added more than 15,000 new jobs, taking its global workforce to more than 814,000.
The share price rise took the consultancy’s market capitalisation to almost $130bn. It had fallen from more than $200bn during a post-Covid consulting boom to less than $80bn earlier this year.
Previous technology revolutions boosted consulting firms, as they won work advising companies on how to adapt. But investors have been fretting that AI may not provide a similar stimulus if clients divert spending to in-house AI projects and expect consultants to complete projects using fewer staff and at lower rates.
Sweet said Accenture would continue to expand entry-level hiring, but the overall growth in employee numbers would slow due to AI.
“We are seeing an increase in revenue per person, which is what you would expect in part due to AI,” she told analysts on a conference call.
Accenture’s shares had fallen to a nine-year low in the wake of the company’s previous quarterly results in June, when it lowered its revenue forecasts, blaming the war in the Middle East and delays to two large contracts. The shares are still trading about 21 per cent lower than at the start of the year, even after Thursday’s rally.
★关注并星标“咨询头条”，不错过每一篇新推送！
操作方法：点击文首蓝字关注【咨询头条】，进入主页后点击右上角菜单栏，设为星标！
