Capgemini (CGEMY) Earnings Dates, Call Summary & Reports

Compare

56 Followers

Earnings Data

Report Date

Jul 30, 2026

During Market Hours (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.44

Last Year’s EPS

1.38

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 13, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call balanced strong strategic and operational positives—above-guidance revenue growth, robust bookings and book-to-bill, stable operating margin, solid free cash flow, normalized EPS growth, material AI/Intelligent Operations traction (including a >EUR 600m mega deal), and progress on ESG—against notable near-term headwinds: regional softness in Continental Europe (notably France), a 30 bps gross margin decline, higher non-operational one-offs and restructuring costs, and increased net debt/leverage following M&A. Management provided clear 2026 targets and concrete synergy and restructuring plans, while emphasizing execution on AI, Intelligent Operations and Sovereignty. On balance the highlights outweigh the lowlights as the company shows momentum recovery, disciplined financial targets and strategic positioning for AI-led growth.

Company Guidance

Capgemini guided Q1 2026 constant‑currency growth of 8.5–9.5% (with ~6.5 points from M&A) and full‑year 2026 constant‑currency revenue growth of around 6.5–8.5% (inorganic contribution ~4.5–5.0 points), targeting an operating margin of 13.6–13.8% and organic free cash flow of about EUR 1.8–1.9bn (including an estimated ~EUR 200m year‑on‑year increase in restructuring cash out); management also announced an estimated EUR 700m of restructuring over the next two years, limited M&A, accelerated share buybacks (following the EUR 2bn program) and confirmed WNS/Cloud4C run‑rate synergies of EUR 100–140m revenue and EUR 50–70m cost by end‑2027. For context, FY25 baselines cited on the call include revenues of EUR 22.465bn (+3.4% cc), bookings EUR 24.36bn (book‑to‑bill 1.08 for the year, 1.21 in Q4), Q4 cc growth 10.6% (scope impact ~6.5 pts, organic ~4%), operating margin 13.3%, normalized EPS EUR 12.95 (+5.8%), organic FCF EUR 1.949bn, net profit EUR 1,601m, basic EPS EUR 9.46, headcount 423,400, net debt EUR 5.3bn (net debt/EBITDA 1.66) and gross margin 27.1% (down 30bps).

Full-Year Revenue Growth

Revenues of EUR 22.46 billion (EUR 22,465 million) for FY25, up +3.4% at constant currency and +1.7% on a reported basis, finishing above upgraded guidance.

Strong Bookings and Book-to-Bill

Bookings of EUR 24.36 billion for the year, delivering a book-to-bill ratio of 1.08 for FY25 and a strong 1.21 in Q4, indicating sustained commercial traction and a higher number of large deals.

Stable Operating Margin

Operating margin held at 13.3% for FY25 (stable year-on-year and in line with guidance), demonstrating resilience despite cost pressures in Continental Europe.

Robust Organic Free Cash Flow

Organic free cash flow of EUR 1.95 billion (EUR 1,949 million), in line with the around EUR 1.9 billion target and representing a conversion of net profit to organic FCF at 1.2x.

Earnings Per Share Improvement (Normalized EPS)

Normalized EPS of EUR 12.95, up +5.8% year-on-year, supporting shareholder returns.

Dividend and Shareholder Returns

Board to propose a EUR 3.4 per share dividend; FY25 capital allocation included ~EUR 1.1 billion to shareholder returns (EUR 578 million dividends and EUR 542 million buybacks) and a EUR 2 billion buyback program planned/accelerated in 2026.

Q4 Acceleration and Underlying Organic Momentum

Q4 constant currency growth of 10.6% (including ~6.5 points scope from M&A); underlying organic growth in Q4 ~4% demonstrating quarter-on-quarter improvement across regions, businesses and sectors.

Strategic M&A and Ecosystem Strength

Acquisitions of WNS and Cloud4C strengthened scale and capabilities; >2/3 of bookings are associated with top 12 technology partners; announced sovereign and hyperscaler partnerships (Google Cloud, AWS, Microsoft, SAP).

Intelligent Operations Traction and Mega Deal

Intelligent Operations seen as a growth pillar: closed a first mega deal >EUR 600 million based on Agentic AI-led transformation; 100 cross-selling opportunities identified; targeted revenue synergies of EUR 100–140 million and cost synergies of EUR 50–70 million (annual run rate by end-2027).

Sector and Regional Highlights

Financial services (+9.2% at constant currency) and TMT (+7.7%) were the most dynamic sectors in FY25; North America revenues +7.3% constant currency; UK & Ireland +10.5%; Defence sector enjoyed double-digit growth.

ESG and Governance Progress

Reached 100% renewable electricity for operations, net-zero target by 2040, workforce gender balance at 40.5% (up 7 points since 2019), women in leadership 30.5% (up 13 points since 2019), and CyberVadis score 990/1,000.

Clear 2026 Financial Targets

Guidance for 2026: constant currency revenue growth ~6.5%–8.5% (inorganic contribution ~4.5–5 points), operating margin target 13.6%–13.8%, organic free cash flow ~EUR 1.8–1.9 billion (including ~EUR 200 million additional restructuring cash out).

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
Jul 30, 2026	2026 (Q2)	1.44 / -	1.378	―	―	―
Feb 13, 2026	2025 (Q4)	1.45 / 1.66	1.294	27.90% (+0.36)
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)	―	―

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
Feb 13, 2026	$23.71	$24.85	+4.81%
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%

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 Jul 30, 2026, During Market Hours (Confirmed).

What is Capgemini (CGEMY) earnings time?

Capgemini (CGEMY) earnings time is at Jul 30, 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 2026 (Q2) is 1.44.