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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.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.
- Double-digit profit and revenue growth in 2025, with North America driving record results.CCC
H2 202512 Mar 2026 - Record revenue and profit growth driven by UK and Germany, despite French underperformance.CCC
H2 20132 Mar 2026 - Record H2 profit and strong cash flow drive resilient 2024 performance and positive 2025 outlook.CCC
H2 202420 Feb 2026 - FY 2025 outperformed with 32% revenue growth, £270m+ profit, and a major US acquisition.CCC
Q4 2025 TU22 Jan 2026 - Q3 momentum and a robust order backlog position FY 2025 profit ahead of last year.CCC
Trading Update30 Oct 2025 - Record North America and AI-driven growth support a strong profit outlook for FY 2025.CCC
H1 20259 Sep 2025 - Strong H1 revenue growth and a healthy order backlog support a positive outlook for H2 2025.CCC
Trading Update28 Jul 2025 - Q3 saw steady revenue growth but profit outlook trimmed due to delayed orders and currency impact.CCC
Q3 2024 TU13 Jun 2025 - Margin and backlog gains offset profit decline, supporting a positive H2 and strong capital returns.CCC
H1 202413 Jun 2025
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