法国IT咨询公司凯捷（Capgemini）在第三季度营收增长12%之后，今年第二次上调了2026年业绩指引。这是迄今为止最强烈的信号，表明部署人工智能的热潮正转化为欧洲老牌咨询公司的合同。
French IT consulting firm Capgemini raised its 2026 guidance for the second time this year after its third-quarter revenue grew 12%, in the strongest signal yet that the rush to deploy AI is turning into contracts for Europe's established consultancies.
凯捷首席执行官艾曼·埃扎特（Aiman Ezzat）周五表示，第三季度增长超出了分析师预期，并跑赢了整个行业，目前的需求主要集中在改造客户的数据系统以使业务适应人工智能。
Capgemini CEO Aiman Ezzat said on Friday that third-quarter growth beat analyst expectations and outpaced the sector, with demand now concentrated in overhauling clients' data systems to adapt their business to AI.
凯捷将2026年按常定汇率计算的营收增长目标从先前的8.5%至9.0%上调至9.0%至9.5%。第三季度营收上升至60.7亿欧元（合67.8亿美元），预订量则增长3.4%至54.0亿欧元。英国和爱尔兰的增长最强劲，达到25.2%，北美增长18.3%；法国增长4.9%，连续第二个季度实现增长。埃扎特对记者表示，该公司第四季度的目标是增长3%至4%，这反映了先前的收购进入了对比基数，而非需求减弱
Capgemini targets 2026 revenue growth of 9.0% to 9.5% at constant exchange rates, up from 8.5% to 9.0% previously Third-quarter revenue rose to €6.07 billion ($6.78 billion), while bookings increased 3.4% to €5.40 billion Growth was strongest in Britain and Ireland at 25.2% and North America at 18.3%; France grew 4.9% in a second straight quarterly increase It targets growth of 3% to 4% in the fourth quarter, reflecting earlier acquisitions entering the comparison base rather than weaker demand, Ezzat told reporters