British technology services provider Computacenter raised its annual profit forecast for the fourth time this year, pointing to steady demand from AI data-centre customers in North America and Britain.
British technology services provider Computacenter said on Monday that it now expects to report no less than 425 million pounds in adjusted pretax profit for fiscal 2026, well above a company-compiled analyst consensus of 387.1 million pounds. It was the fourth time this year the company has raised its annual profit forecast.
The company said third-quarter performance was ahead of expectations, building on a strong first half. At the end of September, its committed product order backlog stood at 12.6 billion pounds, up from 9.3 billion pounds at the end of June. Technology sourcing revenue in the quarter was driven by hyperscale and neocloud customers in North America and Britain.
The profit figure, the consensus comparison, the backlog and the customer description all come from the company's own update as reported by Reuters, and the share-price move reported alongside it was a rise of 6.3 percent on Monday, with shares up 56.7 percent so far this year at Friday's close. No separate company statement with a different profit figure was found in the material checked, so the update stands as the single sourced account of the upgrade.
The upgrade matters because it ties a listed British services company directly to spending on AI data centres, rather than to general corporate IT budgets. A backlog that rose by more than a third in one quarter suggests orders already placed, not merely expected demand, and the company said that demand came from hyperscale and neocloud customers on both sides of the Atlantic.
The next test is whether that backlog converts into delivered revenue at the margins implied by the forecast. The company's full-year results will show whether the fourth upgrade was conservative or whether the order book softened after September.