Computacenter (LSE:CCC) upgraded its full-year profit guidance on Thursday after a stronger-than-expected second quarter pushed first-half adjusted profit before tax to approximately double the £81.5 million reported in the same period last year.
The technology and services provider said full-year results are now expected "comfortably ahead of market expectations," against an analyst consensus for full-year adjusted profit before tax of £313.7 million, with a range of £305.0 million to £324.3 million.
North America was the standout driver, delivering stronger-than-expected volume growth with hyperscale customers that lifted both Technology Sourcing and Professional Services revenues.
The UK also contributed, posting strong Technology Sourcing growth including AI-related projects alongside solid Professional Services expansion, while Germany grew Technology Sourcing but saw Professional Services remain subdued.
The committed product order backlog at 30 June was "well ahead" of the £7.1 billion recorded at the end of 2025, reflecting strong order intake across the half.
"While we remain mindful of a tougher comparative in the second half," the company cautioned, the upgrade reflects confidence that full-year momentum will absorb that headwind.
Computacenter will publish half-year results for the six months to 30 June on 8 September.