-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：CTSH第一季度销售额为54.1亿美元（同比增长6%），符合预期；剔除汇率因素后同比增长4%（与第四季度持平）。调整后每股收益为1.40美元，高于市场预期（1.33美元），营业利润率同比增长10个基点（至15.6%），主要得益于效率提升，其中人工智能业务量约占公司总业务量的40%（此前预期约为30%）。公司略微上调了2026财年业绩指引，维持4%-6.5%的固定汇率收入增长率不变，但营业利润率从之前的15.9%-16.1%提升至16.0%-16.2%（每股收益中值上调0.07美元至5.70美元）。鉴于宏观经济不确定性加剧以及对人工智能竞争的担忧，我们看到了公司的韧性。持续强劲的订单增长势头为中期发展提供了支撑，过去12个月的订单额同比增长11%至296亿美元，高于2025年5%的预期增速。CTSH在第一季度完成了7笔超过1亿美元的交易，其中大额交易合同价值同比增长70%。员工指标依然强劲，自愿离职率稳定在12.3%，员工利用率提升至85%（环比增长200个基点，同比持平）。CTSH正在收购Astreya（一家专注于人工智能的托管服务提供商），具体收购金额未披露。
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On Holding Likely to Post Q1 Sales Beat on Solid Trends, UBS Says
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