Capgemini agrees to sell government unit. Capgemini stock loses 2.04 percent

Published on 10/01/2026 at 11:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Capgemini stock costs EUR 102.03 on October 1, 2026 versus EUR 104.15. First-half revenue was EUR 12.08 billion, up 8.80 percent year on year.

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Capgemini stock (ISIN FR0000125338) was trading at EUR 102.03 at Lang & Schwarz on October 1, 2026 at 11:36 a.m. CEST, minus 2.04 percent versus the prior close of EUR 104.15. On September 12, 2026, Capgemini reported a definitive agreement to sell Capgemini Government Solutions.

Government unit sale sets the latest marker

The transaction is the most recent company-specific event in the available investor-relations calendar, following the first-half results published on July 30, 2026. The divestment gives the group a narrower government-solutions footprint while its broader portfolio remains centered on consulting, digital transformation, technology and engineering services.

The stock move is material for the daily picture: the Lang & Schwarz quote stood EUR 2.12 below the prior close of EUR 104.15. That decline places the immediate market reaction alongside a corporate portfolio change rather than alongside a new earnings release.

Revenue growth comes with profit pressure

According to the Yahoo Finance transcript of the July 30, 2026 results call, first-half 2026 revenue reached EUR 12.08 billion, up 8.80 percent year on year and 11.30 percent at constant currency. Operating margin was 12.50 percent, up 0.10 percentage points from the prior-year period.

The comparison is less favorable below the operating line. First-half 2026 net profit was EUR 498.00 million, versus EUR 724.00 million in the first half of 2025, while normalized earnings per share fell to EUR 5.29 from EUR 6.00. Restructuring costs linked to the Fit for Growth program were a central pressure point in the reported figures.

Higher growth guidance, unchanged margin target

Management raised its full-year 2026 constant-currency revenue growth guidance to 8.50%-9.00% from 6.50%-8.50%, according to the Yahoo Finance transcript. The full-year operating margin target remained 13.60%-13.80%, compared with 12.50 percent in the first half.

The next scheduled reporting milestone is Q3 2026 revenue on October 30, 2026, while the quiet period begins on October 15, 2026, according to Capgemini. For investors, the key test is whether the stronger revenue trajectory can translate into margin expansion as restructuring benefits build.

Capgemini stock stays below its yearly high

Capgemini is listed on Euronext Paris under CAP and belongs to the CAC 40. The primary-listing market capitalization was EUR 16.9 billion as of October 1, 2026, and the 52-week range was EUR 85.62 to EUR 153.05, placing the Lang & Schwarz price EUR 51.02 below the high.

The further course of trading is shown by the continuously updated real-time quote of Capgemini stock.