Overview
UK technology and services provider's 2025 revenue grew 32% yr/yr
Adjusted pretax profit for 2025 beat analyst expectations, while adjusted EPS missed consensus
Company completed AgreeYa acquisition, expanding professional services in North America and India
Outlook
Computacenter exited 2025 with a record product order backlog of £7.1 bln across all geographies
Company expects further strategic and financial progress in 2026, mindful of macroeconomic uncertainty
Computacenter expects 2026 capex of about £85 mln, reflecting new Atlanta Integration Center and ERP design
Result Drivers
NORTH AMERICA GROWTH - Co North America showed record performance, driven by enterprise and hyperscale customer demand, and accounted for 39% of group adjusted operating profit
PROFESSIONAL SERVICES EXPANSION - Co said Services revenue growth was driven by 8.8% increase in Professional Services, with strong growth in the UK and North America
Company press release: ID:nRSL3274Wa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
GBP 9.19 bln
FY Adjusted EPS
Miss
GBP 1.75
GBP 1.76 (12 Analysts)
FY EPS
GBP 1.46
FY Adjusted Pretax Profit
Beat
GBP 272 mln
GBP 266.008 mln (11 Analysts)
FY Dividend
GBP 0.75
FY Pretax Profit
GBP 238.50 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Computacenter PLC is GBp3,450.00, about 9% above its March 11 closing price of GBp3,166.00
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)