Source: Sharecast
Adjusted pre-tax profit for the six months to June 30 rose 87% to £152.4m. Computacenter now expects adjusted earnings to be at least £380m compared with a company compiled consensus of £341m. Shares in the firm were up 5% in early trade.
North America delivered another record performance, with operating profit up 148% in constant currency as hyperscale, neocloud and enterprise customers ramped investment in AI‑related data‑centre infrastructure, driving sharp gains in Technology Sourcing.
Customer demand for AI infrastructure remained buoyant, helping Computacenter secure new hyperscale and enterprise wins. Professional Services also expanded strongly, supported by AgreeYa’s integration and rising workloads in data‑centre deployment and cloud transformation.
The region added 14 major customers year‑on‑year, including eight from recent acquisitions, with expanded sales capacity enabling further market‑share gains across healthcare, financial services, retail, business services and state government.
Computacenter closed the half with a record £9.3bn committed product order backlog, up 323% year‑on‑year, reflecting sustained demand for digital infrastructure and strong Technology Sourcing intake across key markets.
North America’s backlog surged 414% to £6.94bn, even after heavy project completions, underscoring persistent hyperscale and enterprise demand for AI‑related infrastructure and continued sales momentum.
The UK backlog rose 208% to £1.38bn, supported by large AI data‑centre projects and strong enterprise and public‑sector orders, keeping near‑term deployment pipelines well stocked.
Reporting by Frank Prenesti for Sharecast.com