Capgemini Reports Strong Q3 2025 Revenue Growth Highlights
Capgemini's Impressive Revenue Growth in Q3 2025
Capgemini, a leading global business and technology transformation partner, reported impressive consolidated revenues of €5,393 million in Q3 2025. This marks a year-on-year increase of 0.3% on a reported basis and a remarkable growth of 2.9% when considering constant exchange rates.
Financial Performance Overview
For the first three quarters of 2025, Capgemini generated revenue amounting to €16,500 million, showcasing a slight decline of 0.1% on a reported basis but a solid increase of 1.0% at constant currency rates. These results reflect targeted efforts implemented over the past year, allowing the company to adapt to a stable yet challenging demand environment.
Revised Financial Targets for 2025
The Capgemini Group has updated its financial targets for 2025, now aiming for a constant currency revenue growth of between 2.0% and 2.5%. Previously, this target was -1.0% to +1.0%. Additionally, the operating margin forecast has been slightly narrowed to between 13.3% and 13.4%. Capgemini also maintains its goal of around €1.9 billion in organic free cash flow.
Key Performance Drivers
Aiman Ezzat, the Chief Executive Officer of Capgemini, stated that the company outperformed expectations in Q3, attributing this success to its strategic positioning as an AI-powered business partner. Ezzat emphasized that demand for Capgemini's services remained robust, spurred by interests in cloud solutions, data management, and artificial intelligence applications.
Regional Revenue Insights
In terms of regional performance, Capgemini saw substantial growth in North America, where revenues rose by 7.0% year-on-year. This upturn was fueled by strong performances in the Financial Services and Telecoms, Media, and Technology sectors, alongside manufacturing advancements, particularly in Life Sciences.
Similarly, the United Kingdom and Ireland region witnessed a significant growth rate of 9.0%, driven by superior results in the Financial Services sector. However, France experienced a decline of 4.7%, largely due to a downturn in the manufacturing industry.
The Rest of Europe realized a soft revenue performance, down by 1.5%. This decrease was offset by growth in Public and Retail sectors, while the Asia-Pacific and Latin America region enjoyed a thriving 13.6% growth, underscoring the surge in demand across various sectors.
Business Operations and Growth by Sector
Capgemini's business segments performed variably, with Applications & Technology services comprising 62% of total revenues, experiencing impressive growth of 5.7%. Meanwhile, Operations & Engineering services saw a growth of 1.3%, whereas the Strategy & Transformation segment recorded a modest 0.7% rise.
Bookings in Q3 totaled €5,161 million, marking a 1.5% increase at constant exchange rates and resulting in a favorable book-to-bill ratio of 0.96, consistent with seasonal trends.
Strategic Acquisitions and Future Perspectives
With the successful acquisition of WNS, Capgemini is positioned to lead in Intelligent Operations, addressing the growing requirement for AI-integrated business operations. Ezzat highlighted that this acquisition would significantly contribute to future revenue growth, estimated to add around 2 percentage points to revenue.
The pace of hiring also reflects the company's growth strategy. As of September 30, 2025, Capgemini's workforce increased by 4.7% year-on-year, reaching a total of 354,700 employees globally, with a significant portion of the workforce based offshore.
Frequently Asked Questions
What were Capgemini's revenues for Q3 2025?
Capgemini reported revenues of €5,393 million for Q3 2025, showing a 0.3% year-on-year increase.
How has Capgemini adjusted its financial targets for 2025?
The company updated its revenue growth forecast to between 2.0% and 2.5% at constant currency rates and narrowed the operating margin target to 13.3% to 13.4%.
What sectors contributed most to Capgemini's revenue growth?
The Financial Services, Telecommunications, Media, and Technology sectors significantly contributed to revenue growth, especially in North America and the UK.
What is Capgemini's strategy moving forward?
Capgemini aims to maintain its leadership position in AI-driven services, continuing to integrate innovative technologies into its operations and services.
What are the company's headcount statistics?
As of the end of September 2025, Capgemini's headcount reached 354,700, reflecting a 4.7% increase from the previous year.
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