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Computacenter (CCC) investor relations material

Computacenter Q1 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 TU earnings summary24 Apr, 2026

Executive summary

  • Delivered a strong first quarter, significantly ahead of the prior year and above expectations, driven by robust Technology Sourcing revenue and strong Professional Services growth, especially in North America and the UK.

  • North America showed excellent momentum due to record product order backlog and hyperscale customer growth; UK also saw strong Technology Sourcing and AI-related project completions.

  • Germany posted solid growth in Technology Sourcing, though Professional Services remained subdued; Western Europe saw a modest improvement.

Financial highlights

  • Group Technology Sourcing revenue increased strongly, primarily from hyperscale customers in North America and the UK.

  • Group Services revenue rose year-over-year, with Professional Services growth offsetting a decline in Managed Services.

Outlook and guidance

  • Committed product order backlog remains strong across all regions, with some customers ordering IT products further in advance due to hardware component shortages.

  • Expecting a much stronger first half of 2026 than previously anticipated; full-year results now anticipated to be comfortably ahead of market expectations, assuming no significant external deterioration.

  • Analyst consensus for FY 2026 adjusted profit before tax is £291.3m, with a range of £284.5m to £297.1m.

  • Continued confidence in long-term growth prospects due to integrated Technology Sourcing and Services model and geographic diversity.

How did hyperscale customers impact NA growth?
Effect of component shortages on order timing
Factors impacting the second half 2026 outlook
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