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Capgemini SE Earnings Calls
| Release date | Feb 13, 2026 |
| EPS estimate | $7.29 |
| EPS actual | $8.20 |
| EPS Surprise | 12.48% |
| Revenue estimate | 13.166B |
| Revenue actual | 13.34B |
| Revenue Surprise | 1.33% |
| Release date | Jun 30, 2025 |
| EPS estimate | $6.32 |
| EPS actual | $4.84 |
| EPS Surprise | -23.42% |
| Revenue estimate | 13.001B |
| Revenue actual | 13.078B |
| Revenue Surprise | 0.587% |
| Release date | May 16, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $6.55 |
| EPS actual | $4.91 |
| EPS Surprise | -25.04% |
| Revenue estimate | 11.299B |
| Revenue actual | 11.347B |
| Revenue Surprise | 0.426% |
Last 4 Quarters for Capgemini SE
Below you can see how CAPMF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $162.45 |
| EPS estimate | $6.55 |
| EPS actual | $4.91 |
| EPS surprise | -25.04% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $169.50 |
| Dec 26, 2024 | $161.20 |
| Dec 27, 2024 | $163.74 |
| Dec 30, 2024 | $161.71 |
| Dec 31, 2024 | $162.45 |
| Jan 02, 2025 | $159.89 |
| Jan 03, 2025 | $159.47 |
| Jan 06, 2025 | $164.43 |
| Jan 07, 2025 | $165.66 |
| 4 days before | -4.16% |
| 4 days after | 1.98% |
| On release day | -1.58% |
| Change in period | -2.27% |
| Release date | May 16, 2025 |
| Price on release | $169.20 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 12, 2025 | $171.90 |
| May 13, 2025 | $171.90 |
| May 14, 2025 | $171.93 |
| May 15, 2025 | $171.90 |
| May 16, 2025 | $169.20 |
| May 19, 2025 | $169.25 |
| May 20, 2025 | $169.50 |
| May 21, 2025 | $170.34 |
| May 22, 2025 | $170.34 |
| 4 days before | -1.57% |
| 4 days after | 0.671% |
| On release day | 0.0296% |
| Change in period | -0.91% |
| Release date | Jun 30, 2025 |
| Price on release | $171.48 |
| EPS estimate | $6.32 |
| EPS actual | $4.84 |
| EPS surprise | -23.42% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $169.20 |
| Jun 25, 2025 | $167.04 |
| Jun 26, 2025 | $167.87 |
| Jun 27, 2025 | $172.95 |
| Jun 30, 2025 | $171.48 |
| Jul 01, 2025 | $170.28 |
| Jul 02, 2025 | $170.07 |
| Jul 03, 2025 | $170.86 |
| Jul 07, 2025 | $166.62 |
| 4 days before | 1.34% |
| 4 days after | -2.83% |
| On release day | -0.700% |
| Change in period | -1.52% |
| Release date | Feb 13, 2026 |
| Price on release | $120.33 |
| EPS estimate | $7.29 |
| EPS actual | $8.20 |
| EPS surprise | 12.48% |
| Date | Price |
|---|---|
| Feb 09, 2026 | $136.36 |
| Feb 10, 2026 | $136.36 |
| Feb 11, 2026 | $136.36 |
| Feb 12, 2026 | $120.04 |
| Feb 13, 2026 | $120.33 |
| Feb 17, 2026 | $127.17 |
| Feb 18, 2026 | $123.90 |
| Feb 19, 2026 | $123.90 |
| Feb 20, 2026 | $127.62 |
| 4 days before | -11.75% |
| 4 days after | 6.06% |
| On release day | 5.68% |
| Change in period | -6.41% |
Capgemini SE Earnings Call Transcript Summary of Q4 2025
Capgemini reported FY25 revenues of EUR 22.46bn (+3.4% at constant currency), bookings of EUR 24.36bn (book-to-bill 1.08 for the year; 1.21 in Q4), operating margin of 13.3% and organic free cash flow of EUR 1.95bn. Normalized EPS was EUR 12.95 (+5.8% YoY) and the Board will propose a EUR 3.40 per share dividend. Q4 showed an underlying acceleration (group organic growth ~4% in Q4; constant-currency Q4 growth 10.6% including ~6.5 pts scope from WNS and Cloud4C). The company highlighted strategic focus areas for 2026+: enterprise AI (Agentic AI adoption), Intelligent Operations (WNS integration; target revenue synergies EUR 100–140m and cost synergies EUR 50–70m by end-2027), and Sovereignty (Cloud4C, Bleu SecNumCloud JV and partner arrangements with hyperscalers and SAP). Management announced a Fit-for-Growth workforce/skills adaptation program with an estimated EUR 700m restructuring over two years. FY26 targets: constant-currency revenue growth ~6.5–8.5% (inorganic contribution ~4.5–5 pts), operating margin 13.6–13.8%, and organic FCF ~EUR 1.8–1.9bn (including ~EUR 200m restructuring cash out). Net debt rose to EUR 5.3bn (net-debt/EBITDA 1.66x); management expects limited M&A in 2026 and will accelerate buybacks under the existing program. Management emphasised commercial momentum (more large deals, a >EUR 600m Intelligent Operations mega deal) and the opportunity set around delivering measurable AI-driven business outcomes, while noting continued macro and regional variability (France/Continental Europe softer) and near-term conservatism in guidance.
