The French IT consultancy boosted its targets after third-quarter revenue jumped 12 percent to €6.07 billion, beating analyst estimates. Momentum was largely propelled by enterprise clients restructuring data architectures specifically to support AI implementations. Strong regional demand appeared in North America and across Britain and Ireland, alongside a 3.4 percent rise in quarterly bookings to €5.40 billion. Executive leadership affirmed that a projected growth moderation in the fourth quarter reflects tough comparison bases from past acquisitions rather than flagging demand.
Key points
Artificial intelligence integration projects are actively expanding contract volume and r…: Artificial intelligence integration projects are actively expanding contract volume and revenue for enterprise IT consulting firms.
Capgemini has now raised its financial outlook for 2026 twice within the current year fol…: Capgemini has now raised its financial outlook for 2026 twice within the current year following strong quarterly results.
Fourth-quarter revenue growth is expected to moderate to between 3 percent and 4 percent…: Fourth-quarter revenue growth is expected to moderate to between 3 percent and 4 percent due to acquisition comparison bases.
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Oct 30 : French IT consulting firm Capgemini raised its 2026 guidance for the second time this year after its third-quarter revenue grew 12 per cent, in the strongest signal yet that the rush to deploy AI is turning into contracts for Europe's established consultancies.
Capgemini CEO Aiman Ezzat said on Friday that third-quarter growth beat analyst expectations and outpaced the sector, with demand now concentrated in overhauling clients' data systems to adapt their business to AI.
• Capgemini targets 2026 revenue growth of 9.0 per cent to 9.5 per cent at constant exchange rates, up from 8.5 per cent to 9.0 per cent previously
• Third-quarter revenue rose to €6.07 billion ($6.78 billion), while bookings increased 3.4 per cent to €5.40 billion
• Growth was strongest in Britain and Ireland at 25.2 per cent and North America at 18.3 per cent; France grew 4.9 per cent in a second straight quarterly increase
• It targets growth of 3 per cent to 4 per cent in the fourth quarter, reflecting earlier acquisitions entering the comparison base rather than weaker demand,…
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