Capgemini SE Strengthens Position Through Strategic Partnerships, Elevated Growth Forecasts, and Robust Q3 Performance

Capgemini SE, the Paris‑based multinational IT services provider, has reaffirmed its trajectory of growth by announcing a series of developments that highlight both its strategic collaborations and its financial outlook.

Deepening Collaboration with Siemens

On 30 October 2025, Capgemini and German industrial conglomerate Siemens announced the expansion of their partnership aimed at delivering “AI‑native digital manufacturing solutions.” The collaboration is positioned to empower industrial clients to adopt advanced artificial‑intelligence capabilities from the outset of the manufacturing process. The joint initiative is expected to cement Capgemini’s reputation as a leader in integrating AI across the supply‑chain and production ecosystems, a sector that continues to demand rapid digital transformation.

Elevated Revenue and Growth Guidance

In late October, Capgemini raised its full‑year revenue forecast for 2025, citing strong demand for AI‑driven solutions and robust performance in the North‑American market. The company reported a 2.9 % growth in third‑quarter revenue in constant currency terms, translating to a consolidated turnover of €5.39 billion for the three months ending in September. The upward revision reflects not only the momentum in AI services but also a sustained demand across aerospace, defense, automotive, healthcare, and media sectors.

Key points from the updated guidance include:

  • Revenue growth of at least 2 % for the full year, with a projected operating margin of 13.3 % to 13.4 %.
  • Strong contribution from North America and AI‑enabled services, which have become central to Capgemini’s value proposition.
  • Continued investment in cloud computing, business process management, and engineering services to reinforce its diversified service portfolio.

Market Reaction and Share Performance

The announcement of the revised forecast sent Capgemini’s shares higher, with a notable rise reported by BfM TV and Le Figaro on 28 October. At the close of 28 October, the stock traded at €132.60, reflecting a solid market response to the company’s optimistic outlook. The firm’s market capitalization stands at approximately €20.9 billion, and its price‑earnings ratio is 15.232, positioning the stock as a reasonably priced play within the information technology services sector.

Corporate Governance and Shareholder Activity

Capgemini also disclosed its transactions involving treasury shares for the period of 20 to 24 October 2025. The company’s commitment to managing its equity base aligns with its broader strategy of maintaining shareholder value while investing in growth initiatives.

CEO’s Stance on EU AI Regulation

Amid the broader regulatory environment, Capgemini’s chief executive issued a statement on 30 October 2025 urging the European Union to suspend its flagship AI rules. The comment reflects the company’s interest in ensuring that forthcoming regulations do not unduly hinder the deployment of AI solutions across its client base, particularly within the manufacturing and industrial sectors.

In summary, Capgemini SE’s recent announcements underscore its strategic focus on AI integration, its confidence in continued revenue expansion, and its responsiveness to market expectations. The firm’s partnership with Siemens, combined with an elevated growth forecast and solid Q3 results, positions it favorably as the IT services industry continues to evolve toward digital‑first, AI‑centric solutions.