Computacenter raises outlook as hyperscaler demand boosts US trade
Computacenter PLC on Thursday said it expects to report full-year results "comfortably ahead of market expectations", after strong trading in the second quarter.
The Hatfield, England-based technology services provider said performance in the three months to June was ahead of its hopes, and followed an "excellent" first quarter.
As a result, the FTSE 100 listing now expects first half adjusted pretax profit to be around double the prior year's "relatively soft" comparative of £81.5 million.
The upbeat news sent shares in Computacenter up 11% to 4,602.00 pence each in London on Thursday. It was the best performing stock on the FTSE 100 which was down 0.5%.
North America trading was boosted by "even stronger than expected" volume growth with hyperscaler customers, benefiting both Technology Sourcing and Professional Services divisions.
The UK also delivered excellent growth in Technology Sourcing, including further AI-related projects, and strong growth in Professional Services. Germany achieved good growth in Technology Sourcing although Professional Services remained subdued.
At June 30, committed product order backlog was well ahead compared with the £7.1 billion reported at the end of 2025, reflecting strong order intake during the half.
Looking to the full year, while "mindful" of a tougher comparative in the second half of the year, Computacenter now expects to deliver full-year results adjusted pretax profit "comfortably" ahead of market expectations for £313.7 million and up from £272.0 million in 2025.
Half year results for the six months to June 30 are due to be published on September 8.
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