Capgemini stock falls 1.48 percent to EUR 102.95

Published on 09/29/2026 at 06:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Capgemini stock posted H1 revenue of EUR 12,082 million, up 8.8 percent, on July 30, 2026. Management lifted 2026 growth guidance to 8.5-9.0 percent.

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Capgemini stock (ISIN FR0000125338) was trading at EUR 102.95 on Euronext Paris on September 28, 2026 at 5:36 p.m. CEST, down 1.48 percent. The latest corporate catalyst is the planned sale of Capgemini Government Solutions, announced on September 12, 2026, as MarketScreener reported.

Government sale narrows the risk picture

Capgemini said on September 12 that it had agreed to sell the US subsidiary to ITC Federal, subject to customary closing conditions. The unit represented 0.4 percent of Capgemini's global 2025 revenue and less than 2 percent of US revenue, according to the company statement carried by MarketScreener.

The transaction is therefore limited in direct revenue terms, but it removes a business that had become a reputational issue. That distinction matters for the stock: the divestment changes the risk profile more than the growth arithmetic.

H1 growth meets a margin test

Capgemini's first-half 2026 revenue reached EUR 12,082 million, up 8.8 percent from the prior-year period, while operating margin rose 10 basis points to 12.5 percent. The figures were presented in the July 30 results call transcribed by Yahoo Finance.

The weaker counterweight was net profit of EUR 498 million, down from EUR 724 million in H1 2025, while normalized EPS fell 11.9 percent year over year to EUR 5.29. Management also reported EUR 37 million of organic free cash flow and bookings of EUR 12.6 billion for H1 2026.

Management raised full-year constant-currency revenue growth guidance to 8.5-9.0 percent from 6.5-8.5 percent. The operating-margin target remained 13.6-13.8 percent, which places the H1 margin at 12.5 percent against a full-year endpoint that depends on second-half execution.

Q3 revenue sets the next checkpoint

Capgemini's investor calendar schedules Q3 2026 revenue for October 30, 2026, after a quiet period beginning October 15, 2026, according to the Capgemini investor calendar. That date will test whether the stronger H1 growth rate is carrying into the second half while restructuring benefits begin to support profitability.

At EUR 102.95, Capgemini stock stood 32.74 percent below its 52-week high of EUR 153.05 on September 28, 2026. The same session showed a low of EUR 101.25, a high of EUR 105.15 and volume of 454,629 shares, giving investors a defined market reference ahead of the next revenue update.