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Capgemini Surges on AI Boom, Exceeding Revenue Targets
13 Feb
Summary
- Capgemini's 2025 revenue surpassed targets, reaching 22.47 billion euros.
- AI accounted for over 10% of group bookings in the fourth quarter.
- The company forecasts 6.5%-8.5% revenue growth for 2026.
Capgemini announced its 2025 revenue reached 22.47 billion euros, surpassing its guidance with a significant surge in fourth-quarter sales. This growth was notably fueled by the recent acquisition of WNS and its contributions to AI-powered business process services.
Generative and agentic AI played a crucial role, accounting for over 10% of group bookings in the final quarter of 2025. Capgemini has identified numerous cross-selling opportunities with WNS and secured a major intelligent operations contract.
For 2026, Capgemini projects revenue growth between 6.5% and 8.5% at constant exchange rates, with acquisitions contributing substantially. The company anticipates an expansion in its operating profit margin and plans for significant restructuring charges over the next two years.
Capgemini is strategically pivoting to lead enterprise-wide AI adoption, emphasizing AI-led transformation programs and intelligent operations. Its workforce expanded by 24% in 2025, primarily due to the integration of WNS employees.
