2026 Capital Markets Day: Capgemini poised to capture the full value of the Agentic AI revolution

Capgemini announced its 2028 financial ambition and strategic direction at its Capital Markets Day, positioning itself to capitalize on the agentic AI revolution. The Group targets a 2025-2028 revenue CAGR of +5.5% to +7.5% (with ~2 points from M&A), plans to increase operating profit margin by 130-150 basis points to reach 12.1%-12.3%, and aims to generate cumulative organic free cash flow above €6bn over 2026-2028. The company introduced a new comprehensive profitability metric (Adjusted Operating Profit) and outlined five AI-driven value pools to drive growth.

05/27/2026, 1:00 AM • GlobeNewswire

Capital Markets Day 2026 : Capgemini idéalement positionné pour capter la pleine valeur de la révolution de l’IA agentique

Capgemini unveiled its strategic roadmap and financial ambitions through 2028, positioning itself as a key partner for enterprises deploying agentic AI at scale. The company targets revenue CAGR of 5.5-7.5% (2025-2028), operating margin expansion of 130-150 basis points, and cumulative organic free cash flow exceeding €6 billion (2026-2028). The strategy focuses on five value drivers: modernizing legacy technology, implementing new agentic tech stacks, establishing AI governance control planes, agentifying products/services, and transforming enterprise operations.

05/27/2026, 1:00 AM • GlobeNewswire

Capgemini SE : Assemblée Générale du 20 mai 2026

Capgemini's shareholders approved all resolutions at their May 20, 2026 General Assembly, including a €3.40 dividend per share for 2025. The board approved the reappointment of Paul Hermelin as President and made several governance changes, including appointing two new independent administrators (Véronique Weill and Luc Rémont) and new committee leadership. The board now comprises 15 members with 83% independent directors and 50% women.

05/20/2026, 1:00 PM • GlobeNewswire

Capgemini SE: Shareholders' Meeting of May 20, 2026

Capgemini SE held its Shareholders' Meeting on May 20, 2026, approving a dividend of €3.40 per share for 2025, board member renewals, and new director appointments. The company appointed Patrick Pouyanné as Lead Independent Director and added two new independent directors: Véronique Weill and Luc Rémont. The Board now comprises 15 directors with 83% independence and 50% women representation.

05/20/2026, 1:00 PM • GlobeNewswire

Capgemini SE: Avis de publication d'un prospectus obligataire

Capgemini announced the publication of a prospectus for an €800 million bond issuance with a 7-year maturity and 3.875% coupon, approved by the French Financial Markets Authority (AMF). The bond offering demonstrates the company's continued access to capital markets.

05/11/2026, 2:30 PM • GlobeNewswire

Capgemini SE: Notice of publication of a bond prospectus

Capgemini announced the successful placement of an €800 million bond issuance with a 7-year maturity and 3.875% coupon. The prospectus received visa number 26-131 from the French financial authority (AMF) and is available on the company and AMF websites.

05/11/2026, 2:30 PM • GlobeNewswire

Le moment de vérité de l’IA pour l’Assurance dommages : les pionniers affichent une croissance de revenus supérieure de 21 %, tandis que le reste du secteur peine à suivre

A new Capgemini report reveals a significant competitive gap in the property & casualty insurance sector regarding AI adoption. Only 10% of insurers have successfully deployed AI at scale, achieving 21% higher revenue growth and 51% stock price increases over three years. The majority of insurers struggle due to poor measurement practices, insufficient change management investment (28% vs 72% on technology), and lack of clear AI responsibility structures. The report highlights that successful 'intelligence pioneers' integrate AI strategically across the organization, invest heavily in training and explainable AI, and embed AI responsibilities in job descriptions.

05/05/2026, 12:07 AM • GlobeNewswire

Chiffre d’affaires du 1er trimestre 2026

Capgemini announced Q1 2026 revenue of €5.943 billion, growing 11% at constant exchange rates and 7% at current rates. The company achieved strong order intake of €6.054 billion with a solid book-to-bill ratio of 1.02. AI-related orders represented over 11% of total orders. For 2026, Capgemini targets revenue growth of 6.5-8.5% at constant exchange rates and an operating margin of 13.6-13.8%, with organic free cash flow generation of €1.8-1.9 billion.

04/30/2026, 1:00 AM • GlobeNewswire

Q1 2026 revenues

Capgemini reported Q1 2026 revenues of €5,943 million, up 11.0% at constant exchange rates, driven by strong cloud and AI strategy execution. The company secured major deals including a five-year McDonald's partnership extension and achieved 1.02 book-to-bill ratio with generative AI bookings representing over 11% of total bookings. The group targets 2026 revenue growth of 6.5%-8.5% at constant exchange rates with an operating margin of 13.6%-13.8%.

04/30/2026, 1:00 AM • GlobeNewswire

Capgemini unveils Google Cloud AI Enterprise Hub to accelerate agentic AI enterprise transformation

Capgemini announced an expansion of its strategic partnership with Google Cloud, establishing a dedicated Google Cloud AI Enterprise Hub. The hub will deploy specialized Outcome Deployed Engineers (ODE) teams working alongside Google's Forward Deployed Engineers to design, build, and deploy AI agents for enterprise workflows. The initiative aims to translate frontier AI into production-grade systems across industries including energy, financial services, insurance, manufacturing, retail, and telecommunications. Google Cloud recognized Capgemini with multiple 2026 Partner of the Year Awards.

04/23/2026, 9:00 AM • GlobeNewswire

Deux tiers des organisations considèrent l’IA physique comme une priorité majeure pour les trois à cinq prochaines années

A Capgemini report reveals that 79% of organizations are active in physical AI, with two-thirds considering it a major priority for the next 3-5 years. The technology is seen as enabling robotics in previously inaccessible domains and supporting production relocation efforts. However, scaling remains challenging, with humanoid robots facing significant technical maturity, cost, and societal acceptance obstacles.

04/16/2026, 2:30 AM • GlobeNewswire

Two-thirds of organizations rate physical AI as a high priority for the next three to five years

A Capgemini report reveals that 79% of organizations are engaging with physical AI, with two-thirds rating it as a high priority for the next three to five years. While 60% of executives believe physical AI will enable previously impossible robotics applications, scaling remains challenging due to technology and operating readiness gaps. Labor shortages, reindustrialization efforts, and improved flexibility are key drivers, though humanoid robots face significant barriers including technical immaturity, high costs, and public resistance concerns.

04/16/2026, 2:30 AM • GlobeNewswire

Capgemini et McDonald’s renouvellent leur partenariat stratégique avec un accord mondial pluriannuel axé sur le déploiement de plateformes modernes et évolutives

Capgemini and McDonald's have renewed their strategic partnership for five years, focusing on deploying modern and scalable platforms to support McDonald's digital transformation. The agreement aims to enhance customer and employee experiences while supporting McDonald's goal of reaching 250 million active loyalty program users and generating $45 billion in annual sales by end of 2027, leveraging AI and cloud technologies.

03/05/2026, 2:30 AM • GlobeNewswire

Capgemini and McDonald's renew their strategic partnership with a global multi-year agreement focused on delivering modern, scalable platforms

Capgemini has announced a five-year extension of its strategic partnership with McDonald's to support digital transformation initiatives. The agreement focuses on modernizing restaurants, advancing consumer technology, and leveraging AI to help McDonald's reach 250 million loyalty users and $45 billion in annual systemwide sales by 2027.

03/05/2026, 2:30 AM • GlobeNewswire

Capgemini and Deutsche Telekom engineer an Open Platform for Intelligent RAN Automation

Capgemini and Deutsche Telekom have developed a unified, open platform for intelligent Radio Access Network (RAN) automation that simplifies operations across multi-vendor environments. The Service Management and Orchestration (SMO) platform supports both Open RAN and legacy 5G/4G networks, enabling operators to automate workflows, reduce vendor lock-in, and accelerate service innovation. The solution will be demonstrated at Mobile World Congress in Barcelona.

02/27/2026, 2:30 AM • GlobeNewswire