IT infrastructure and services provider Computacenter has upgraded its full-year guidance after reporting Q2 trading ahead of expectations, driven by strong AI-related spending in North America and the UK.

The Hertfordshire-based company said it now expects adjusted profit before tax for the first half to be about double last year's relatively weak £81.5m, while full-year results are forecast to come in comfortably ahead of market expectations.

North America delivered stronger-than-expected growth as hyperscale customers increased spending on technology sourcing and professional services. The UK also recorded excellent growth, supported by further AI-related projects and strong demand for professional services, while Germany posted good growth in technology sourcing despite weaker professional services.

Computacenter said its committed product order backlog at 30 June was well above the £7.1bn reported at the end of 2025, on the back of strong order intake during the first half.

The upbeat update sent Computacenter shares up around 10% during trading, making the stock one of the FTSE 100's strongest performers and lifting it to a new 52-week high.

The company added it was "mindful of a tougher comparative in the second half", but still now expected to deliver full-year results "comfortably ahead of market expectations", as enterprise spending on AI infrastructure, cloud deployment and data-centre technology remains robust.

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