Capgemini

Strategic intent

Capgemini is a global information technology (IT) services and consulting company that provides digital transformation, technology, engineering, and outsourcing services to enterprise and government clients.

Key market signals

• 2025-10: Completed the $3.3 billion cash acquisition of WNS Global Services to establish a global leader in Agentic AI-powered Intelligent Operations.
• 2025-11: Completed the acquisition of managed services provider Cloud4C to expand its fast-growing cloud managed services footprint.
• 2026-02: Announced the immediate divestment of its US subsidiary, Capgemini Government Solutions (CGS), following controversy over a contract signed with US ICE.
• 2026-03: Signed an agreement to acquire Piterion, a product lifecycle management (PLM) and industrial digitalization specialist, to bolster Capgemini Engineering.
• 2026-03: Partnered with OpenAI to drive enterprise adoption of AI coworkers and agentic AI solutions.

Financial health

• Capgemini reported revenues of €22,465 million in FY 2025, up +1.7% year-on-year (+3.4% at constant exchange rates), with an operating margin of 13.3% and net profit of €1,601 million (Group share). (Source: https://www.capgemini.com)
• For H1 2026, Capgemini generated revenues of €12,082 million, up +8.8% year-on-year (+11.3% at constant exchange rates), and maintained an operating margin of 12.5% of revenues. (Source: https://investors.capgemini.com/en/publication/2026-h1-results)
• The Group upgraded its full-year 2026 constant-currency revenue growth target to around +8.5% to +9.0% (up from +6.5% to +8.5%), while targeting an operating margin of 13.6% to 13.8% and organic free cash flow of €1.8 billion to €1.9 billion. (Source: https://investors.capgemini.com/en/publication/2026-h1-results)

Impact & compliance

Legal & risks

In August 2025, an employment tribunal ruled that Capgemini UK failed to make reasonable adjustments for an employee with ADHD, constituting unlawful disability discrimination under the Equality Act 2010. In July 2025, Capgemini America asked a federal court to dismiss a lawsuit from MoneyGram […]

Forensic audit — 3 findings

• ⚠ In September 2024, a hacker named 'grep' claimed to have breached Capgemini and stolen 20GB of sensitive data, including...
• ⚠ In July 2025, Capgemini America asked a federal court to dismiss a lawsuit from MoneyGram Payment Systems, which alleges...
• ⚠ On August 20, 2026, Capgemini Engineering was listed as a victim on the Everest ransomware group's dark web leak site, t...

🔒 Proprietary analysis

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