Capgemini raises 2026 outlook as AI demand lifts consulting revenue
A stronger push by companies to adapt their data systems for artificial intelligence is feeding through into new work for large European IT consultancies. Capgemini says third-quarter revenue rises 12% and prompts the French group to lift its 2026 guidance for the second time this year.
Highlights
- Capgemini upgrades 2026 revenue growth forecast to 9.0%–9.5% at constant exchange rates, citing AI-driven consulting demand.
- Third-quarter revenue reaches €6.07 billion and bookings climb 3.4% to €5.40 billion, both surpassing analyst expectations.
- Britain and Ireland deliver strongest regional growth at 25.2%, North America at 18.3%, France at 4.9%, while Q4 growth is targeted at 3%–4%.
Revenue growth and upgraded targets
As reported by Reuters, Capgemini says demand linked to AI adoption is now centered on overhauling clients' data systems, helping the company outperform analyst expectations in the third quarter.Chief Executive Aiman Ezzat says the group's third-quarter growth beats expectations and outpaces the broader sector. Capgemini now targets 2026 revenue growth of 9.0% to 9.5% at constant exchange rates, up from its previous range of 8.5% to 9.0%.
Third-quarter revenue rises to 6.07 billion euros, while bookings increase 3.4% to 5.40 billion euros.
Regional performance and fourth-quarter outlook
Growth is strongest in Britain and Ireland, where revenue increases 25.2%, followed by North America at 18.3%. In France, revenue grows 4.9%, marking a second straight quarter of expansion.Capgemini is targeting fourth-quarter growth of 3% to 4%. Ezzat tells reporters that the expected moderation reflects earlier acquisitions entering the comparison base rather than weaker demand.
Our earlier coverage of Wipro’s better-than-expected second-quarter results showed signs of steadier IT services spending, particularly from European clients after a period of tighter tech budgets. We noted that AI-related services were beginning to generate new revenue streams for major Indian outsourcing providers, helping support growth alongside traditional client work.
Latest Company News News
-
Afghanistan
-
Albania
-
Algeria
-
Angola
-
Argentina
-
Armenia
-
Australia
-
Austria
-
Azerbaijan
-
Bahamas
-
Bahrain
-
Bangladesh
-
Belarus
-
Belgium
-
Bolivia
-
Botswana
-
Brazil
-
Brunei
-
Bulgaria
-
Cambodia
-
Cameroon
-
Canada
-
Chile
-
China
-
Colombia
-
Congo
-
Costa Rica
-
Cote d'Ivoire
-
Croatia
-
Cuba
-
Cyprus
-
Czechia
-
DR Congo
-
Denmark
-
Dominican Republic
-
Ecuador
-
Egypt
-
El Salvador
-
Estonia
-
Eswatini
-
Ethiopia
-
Finland
-
France
-
Georgia
-
Germany
-
Ghana
-
Greece
-
Haiti
-
Hong Kong
-
Hungary
-
India
-
Indonesia
-
Iran, Islamic republic
-
Iraq
-
Ireland
-
Israel
-
Italy
-
Jamaica
-
Japan
-
Jordan
-
Kazakhstan
-
Kenya
-
Korea
-
Kuwait
-
Kyrgyzstan
-
Laos
-
Latvia
-
Lebanon
-
Lesotho
-
Libya
-
Lithuania
-
Luxembourg
-
Madagascar
-
Malaysia
-
Malta
-
Mauritius
-
Mexico
-
Moldova
-
Mongolia
-
Montenegro
-
Morocco
-
Mozambique
-
Myanmar
-
Namibia
-
Nepal
-
Netherlands
-
New Zealand
-
Nigeria
-
North Macedonia
-
Norway
-
Oman
-
Pakistan
-
Palestine
-
Panama
-
Papua New Guinea
-
Paraguay
-
Peru
-
Philippines
-
Poland
-
Portugal
-
Puerto Rico
-
Qatar
-
Reunion
-
Romania
-
Rwanda
-
Saudi Arabia
-
Serbia
-
Singapore
-
Slovakia
-
Slovenia
-
Somalia
-
South Africa
-
Spain
-
Sri Lanka
-
Sweden
-
Switzerland
-
Syria
-
Taiwan
-
Tajikistan
-
Tanzania
-
Thailand
-
Trinidad and Tobago
-
Tunisia
-
Turkey
-
UAE
-
Uganda
-
Ukraine
-
United Kingdom
-
United States
-
Uruguay
-
Uzbekistan
-
Venezuela
-
Vietnam
-
Yemen
-
Zambia
-
Zimbabwe
- Forex
- Crypto
