Computacenter (LSE:CCC), the independent technology and services provider, reported a strong first quarter that was significantly ahead of the prior year and well above its expectations.
Group Technology Sourcing revenue increased particularly strongly, driven by hyperscale customers in North America and the UK, while Group Services revenue was also ahead reflecting strong organic growth in Professional Services offsetting a decline in Managed Services.
North America delivered an excellent quarter, benefiting from the record product order backlog position at the end of 2025 and stronger-than-expected hyperscale customer volume growth, the UK saw excellent Technology Sourcing growth including AI-related project completions, Germany was solid and Western Europe showed a small improvement versus last year.
At the end of the quarter the Group said its committed product order backlog remained strong after good order intake, with some customers ordering IT product further in advance than usual to secure supply given hardware component shortages affecting the IT industry.
The Group said it now expects to deliver a much stronger performance in the first half of 2026 than previously anticipated, but remains mindful of an uncertain macroeconomic and geopolitical environment and a tougher comparative in the second half.
The company referenced a company‑compiled analyst consensus for FY 2026 adjusted profit before tax of £291.3m with a range of £284.5m to £297.1m.
