Why is Capgemini selling Capgemini Government Solutions now?

Management cited governance constraints in handling classified U.S. federal work and increased scrutiny around a paused ICE skip-tracing contract. The Capgemini divestiture simplifies oversight and reduces policy controversy risk without altering group growth drivers. With the unit at roughly 0.4% of estimated 2025 revenue, the financial hit is limited, while the strategic benefit is a cleaner risk profile for long-only and ESG-screened investors.

How material is the financial impact of the sale?

The unit represents about 0.4% of estimated 2025 group revenue, so the Capgemini divestiture should be near-neutral to earnings, excluding one-off charges. Balance sheet capacity remains solid, supported by interest coverage of 10.10 and a payout ratio of roughly 24.46%. Investors should track any disposal-related costs, use of proceeds, and whether operating margin targets are reiterated at the next update.

What should UK investors watch over the next two weeks?

First, read the deal announcement for any new terms and a closing timetable. Second, watch results on 13 February at 16:30 UTC for guidance and capital allocation updates. Third, monitor commentary on the U.S. public-sector pipeline outside classified work. Together, these will show whether the Capgemini divestiture improves ESG alignment and stabilises sentiment after notable one-year share price declines.

Does the sale change Capgemini’s ESG risk profile meaningfully?

It likely reduces controversy linked to immigration-related work cited in U.S. reporting, which helps investors using ESG risk IT services screens. The Capgemini divestiture narrows exposure to projects that require stringent classified governance. Over time, that may broaden the shareholder base, though fundamentals like margin discipline, cash generation, and contract execution will still drive performance.

Law and Government

CAP.PA Stock Today: Sells U.S. Gov Unit; 0.4% Rev Impact — February 06

ByHuzaifa Zahoor February 6, 2026February 6, 2026

Capgemini divestiture headlines today after the group said it will sell Capgemini Government Solutions. The move follows governance constraints around classified U.S. federal work and scrutiny tied to a paused ICE skip-tracing contract. For UK investors, the revenue impact is only 0.4% of estimated 2025 sales, but ESG and regulatory risk may ease. CAP.PA traded lower, with the stock down 3.95% today and 16.13% year to date as of 06 February. We outline the implications and next steps.