-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：CTSH第一季銷售額為54.1億美元（年成長6%），符合預期；剔除匯率因素後較去年同期成長4%（與第四季持平）。調整後每股收益為1.40美元，高於市場預期（1.33美元），營業利潤率年增10個基點（至15.6%），主要得益於效率提升，其中人工智慧業務量約占公司總業務量的40%（先前預期約為30%）。該公司略微上調了2026財年業績指引，維持4%-6.5%的固定匯率收入增長率不變，但營業利潤率從之前的15.9%-16.1%提升至16.0%-16.2%（每股收益中位數上調0.07美元至5.70美元）。鑑於宏觀經濟不確定性加劇以及對人工智慧競爭的擔憂，我們看到了公司的韌性。持續強勁的訂單成長動能為中期發展提供了支撐，過去12個月的訂單額年增11%至296億美元，高於2025年5%的預期增速。 CTSH在第一季完成了7筆超過1億美元的交易，其中大筆交易合約價值年增70%。員工指標依然強勁，自願離職率穩定在12.3%，員工利用率提升至85%（季增200個基點，較去年同期持平）。 CTSH正在收購Astreya（一家專注於人工智慧的託管服務提供商），具體收購金額未披露。
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