The earnings call presented a mixed picture with positive developments in revenue growth, bookings, and strategic wins in key sectors and regions. However, these were counterbalanced by declines in net profit, manufacturing sector weakness, and challenges in Europe, alongside increased restructuring costs and pricing pressure.

Company Guidance

During the H1 2025 results call, Capgemini's CEO Aiman Ezzat highlighted several key metrics that reflect the company's performance and outlook. Capgemini reported a slight year-on-year revenue growth of 0.2% for H1 2025, reaching EUR 11.107 billion, and returned to positive constant currency growth in Q2 at 0.7% year-on-year. Bookings for the period totaled EUR 11.993 billion, representing a 2.1% increase year-on-year, with a solid book-to-bill ratio of 1.08. The operating margin remained stable at 12.4% of revenues, equivalent to EUR 1.377 billion. Despite a challenging economic environment, Capgemini maintained a normalized EPS of EUR 6, up 2% year-on-year, and generated an organic free cash flow of EUR 60 million. The company expects constant currency revenue growth for the full year to range between minus 1% and plus 1%, with M&A contributing around 1 point to growth. The operating margin target is set at 13.3% to 13.5%, and the organic free cash flow objective remains at approximately EUR 1.9 billion.

Positive Revenue Growth in Q2

Capgemini returned to positive constant currency growth in Q2 2025 at plus 0.7% year-on-year, with H1 revenue reaching EUR 1.107 billion, up 0.2% year-on-year.

Strong Bookings and Solid Commercial Momentum

Bookings totaled EUR 11.993 billion in H1 2025, representing a 2.1% year-on-year increase, with a book-to-bill ratio of 1.08.

Regional Growth Highlights

Growth rates in the U.K. and Ireland, North America, Asia Pacific, and Latin America accelerated, particularly driven by financial services and TMT sectors.

High-Value Service Offering and Strategic Wins

Capgemini secured significant contracts in cloud services, aerospace, and finance transformation, showcasing strong traction for their high-value service offering.

Strong Demand for Cloud, Data, and AI

Capgemini experienced strong demand for cloud, data, and AI services, with Gen AI and Agentic AI contributing to over 7% of Q2 bookings.

Capgemini (CGEMY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CGEMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 13, 2026	2025 (Q4)	1.47 / -	1.294	―	―	―
Jul 30, 2025	2025 (Q2)	1.26 / 1.38	1.277	7.91% (+0.10)
Feb 18, 2025	2024 (Q4)	1.31 / 1.29	1.521	-14.92% (-0.23)
Jul 26, 2024	2024 (Q2)	1.21 / 1.28	0.496	157.46% (+0.78)
Feb 14, 2024	2023 (Q4)	1.32 / 1.52	1.297	17.27% (+0.22)
Jul 28, 2023	2023 (Q2)	1.22 / 0.50	0.993	-50.05% (-0.50)
Feb 21, 2023	2022 (Q4)	1.27 / 1.30	1.154	12.39% (+0.14)
Jul 28, 2022	2022 (Q2)	1.02 / 0.99	0.845	17.51% (+0.15)	―	―
Feb 14, 2022	2021 (Q4)	1.16 / 1.15	0.999	15.52% (+0.15)	―	―
Jul 28, 2021	2021 (Q2)	0.87 / 0.84	0.663	27.45% (+0.18)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CGEMY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$30.88	$30.42	-1.49%
Feb 18, 2025	$38.37	$34.35	-10.48%
Jul 26, 2024	$41.42	$40.40	-2.46%
Feb 14, 2024	$43.02	$45.98	+6.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Capgemini (CGEMY) report earnings?

Capgemini (CGEMY) is schdueled to report earning on Feb 13, 2026, During Market Hours (Confirmed).

What is Capgemini (CGEMY) earnings time?

Capgemini (CGEMY) earnings time is at Feb 13, 2026, During Market Hours (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CGEMY EPS forecast?

CGEMY EPS forecast for the fiscal quarter 2025 (Q4) is 1.47.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing