Capgemini's operations arm outgrows core IT for third straight quarter

Capgemini's Operations & Engineering business grew 26.9% year-on-year at constant exchange rates in the September quarter, far outpacing the 3.5% growth in Applications & Technology, which accounts for 63% of group revenue. It is the third consecutive quarter of this trend, which began in late 2025, driven by acquisitions and rising demand for AI-led business transformation.