Stock Markets April 30, 2026 01:22 AM

Capgemini Posts 7% Q1 Revenue Rise, Reaffirms Full-Year Growth Goal

Reported growth matches guidance as North America and newly acquired AI unit lift sales while some European sectors soften

By Avery Klein
Capgemini Posts 7% Q1 Revenue Rise, Reaffirms Full-Year Growth Goal

Capgemini reported a 7% year-on-year increase in first-quarter revenue at constant exchange rates, in line with its guidance. Revenue totalled 5.9 billion euros and bookings climbed to 6 billion euros. The company said growth would have been 11% excluding currency effects. North America delivered double-digit expansion while France and parts of Europe saw weaker demand in select sectors. Headcount rose sharply after integrating an AI subsidiary.

Key Points

  • Capgemini reported a 7% year-on-year increase in first-quarter revenue at constant exchange rates, with revenue of 5.9 billion euros ($6.88 billion).
  • Bookings rose 6.2% year-on-year to 6.0 billion euros; North America revenue expanded 20.7% at constant exchange rates to 1.7 billion euros, driven by the acquired AI unit WNS.
  • Revenue declined 1% in France and grew 1.7% in the rest of Europe, with noticeable contraction in the Consumer Goods and Public Sectors; group headcount reached 421,000 at end-March, up 23% year-on-year due to the WNS integration.

French IT services group Capgemini reported first-quarter revenue that rose 7% year-on-year at constant exchange rates, the company said on April 30. Management noted that, absent currency movements, growth would have been 11%.

Top-line and bookings

Revenue for the quarter came in at 5.9 billion euros ($6.88 billion). Bookings increased 6.2% year-on-year to 6.0 billion euros during the period, reflecting continued demand for the group's services.

Regional performance

North America was the standout region, with revenue up 20.7% at constant exchange rates to 1.7 billion euros, a rise the company attributed to its recently acquired AI subsidiary WNS. By contrast, revenue in France decreased by 1% and revenue in the rest of Europe grew 1.7% overall. The company reported notable contraction in the Consumer Goods and Public Sectors within its European footprint.

Workforce and integration

Capgemini's group headcount stood at 421,000 at end-March, an increase of 23% year-on-year. The company said this rise reflected the integration of WNS into the group.

Guidance

Capgemini confirmed its revenue growth target for the year at around 6.5% to 8.5% ( $1 = 0.8578 euros ).

Overall, the quarter delivered results consistent with the company’s guidance, with currency fluctuations reducing the reported growth rate compared with constant-currency performance and with regional dispersion across markets and sectors.

Risks

  • Currency fluctuations materially affected reported growth - without currency effects, growth would have been 11% versus the reported 7% - posing a risk to headline performance reporting.
  • Contracting activity in the Consumer Goods and Public Sectors in Europe introduces uncertainty for regional revenue streams and demand in those industry verticals.
  • Rapid headcount expansion driven by the integration of WNS increases organisational and integration risks as the group absorbs the acquired AI unit.

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