Capgemini Narrows 2025 Revenue Forecast Amid Economic Uncertainty

French IT consulting giant Capgemini has revised its 2025 financial outlook, narrowing its full-year revenue growth forecast to a range of -1% to +1% at constant currency. This update reflects heightened caution amid global economic uncertainties, despite the company maintaining solid performance in the first half of the year. The previous forecast projected revenue growth between -2% and +2%.

Capgemini, a leading provider of cloud, AI, and enterprise management solutions, reported an operating profit of €976 million ($1.13 billion) for the first half of 2025, representing a 15% decline compared to the same period last year. The company serves a diverse portfolio of industries worldwide, including finance, automotive, and manufacturing, and has been navigating challenges linked to macroeconomic volatility and cautious client spending.

The adjustment in guidance comes as the broader IT services sector faces pressure from slowing digital transformation budgets and geopolitical uncertainties impacting corporate investments. However, Capgemini’s diversified offerings in high-demand areas like artificial intelligence and cloud computing continue to provide resilience amid these headwinds.

Analysts note that narrowing the forecast demonstrates Capgemini’s confidence in stabilizing demand, even as global markets remain uncertain. The company’s balanced approach seeks to reassure investors while adapting to fluctuating client priorities in key regions, including Europe and North America.

By aligning its forecast with current market conditions, Capgemini positions itself to leverage growth opportunities in emerging technologies while mitigating risks associated with economic slowdowns. The updated outlook will be closely monitored by investors and industry observers as the company navigates the second half of the financial year.