Perhaps they want to wait until further into the year before...

Perhaps they want to wait until further into the year before making any changes to their forecast. In the current environment, projects may be delayed, projects may not come to fruition etc. It is sensible to retain the forecast at this stage, and reassess come February.

As noted, they are ahead of forecast as at september - which is before the acquisition of the remainder of CIA. That doesn't sound like they stuffed up the previous forecast, but suggests they are being cautious at this stage.