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Capgemini
Capgemini (CAP) investor relations material
Capgemini Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
FY2025 revenue reached €22.46 billion, up 3.4% at constant currency, with strong Q4 acceleration and bookings of €24.36 billion, book-to-bill ratio of 1.08.
Operating margin held stable at 13.3%, organic free cash flow was €1.95 billion, and normalized EPS rose 5.8% to €12.95.
Net profit (Group share) was €1,601 million; basic EPS €9.46, down 3.7% year-over-year.
Strategic focus on AI, Intelligent Operations, and sovereignty, with significant progress in ESG and technology partnerships.
Growth accelerated across geographies, businesses, and sectors, with notable Q4 momentum.
Financial highlights
Revenue grew 3.4% at constant currency and 1.7% on a reported basis year-over-year.
Operating profit was €2,199 million (9.8% of revenues), down from 10.7% last year due to non-core items.
Gross margin at 27.1%, down 30 bps YoY, reflecting a soft market in Continental Europe.
Effective tax rate improved to 24.6% from 28.8% in 2024.
Proposed dividend of €3.40 per share, payout ratio around 35%.
Outlook and guidance
2026 targets: constant currency revenue growth of 6.5%-8.5% (with 4.5%-5% from M&A), operating margin of 13.6%-13.8%, organic free cash flow of €1.8-1.9 billion.
Q1 2026 constant currency growth expected at 8.5%-9.5%, with 6.5 points from M&A.
Currency headwind expected to continue into Q1 2026 at over 4 percentage points, then settle at -1 to -1.5 points for FY2026.
Guidance factors in €200 million higher restructuring outflows.
How will AI pivot impact Capgemini's market share?
What is the expected ROI from restructuring?
Address persistent weakness in Manufacturing sector.
Enterprise AI adoption: foundational gaps
Intelligent Ops mega deal: non-FTE model impact
Gross margin erosion: future mitigation plans?
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Next Capgemini earnings date
Q1 2026 TU30 Apr, 2026
Capgemini
Next Capgemini earnings date
Q1 2026 TU30 Apr, 2026
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Frequently asked questions
French IT Services
Capgemini is a French company with multinational operations that specializes in consulting, IT services, and digital transformation. Capgemini offers a range of services including IT solutions, cloud services, cybersecurity, and software development. The firm caters to a diverse clientele, which includes everything from corporations and businesses of all sizes to public sector organizations. The company is headquartered in Paris, France, and its shares are traded on the XPAR.
From Grenoble to the World
Capgemini was founded in 1967 by Serge Kampf in Grenoble, France. Initially named Sogeti, the company focused on enterprise management and data processing. In the 1970s, it expanded through acquisitions, notably acquiring CAP (Centre d'Analyse et de Programmation) and Gemini Computer Systems, which led to the creation of Capgemini. Over the decades, Capgemini has grown significantly, both organically and through a large number of strategic acquisitions, and is today one of the leaders in the sector. Some other similar companies are Accenture, Cognizant, and Infosys.
The Services
Capgemini's services are diverse, encompassing various aspects such as cloud computing, cybersecurity, artificial intelligence, and custom software development. They also offer industry-specific solutions in sectors like automotive, financial services, public sector, and healthcare. Additionally, Capgemini provides strategic consulting services, helping organizations and businesses with process optimization, change management, and digital innovation. Their approach combines deep technology expertise with industry-specific insights, aiming to deliver tangible results and enhance business performance for their clients.
A Truly Massive Company
Capgemini is a behemoth of the IT industry and employs a massive workforce. The company is active in around 50 countries around the world, but it's the number of employees that helps to drive home the sheer size and scale of Capgemini. At the beginning of the 2020s, it employed around 300.000 people globally, with over one-third of these being located in India.
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