CI&T (CINT) Q2 2026 earnings summary

Executive summary

• Achieved record Q2 2026 revenue of $142.8M, up 21.9% year-over-year, marking the seventh consecutive quarter of double-digit organic growth and exceeding guidance, with broad-based gains across geographies, industries, and client cohorts.

• AI deployment and monetization are central, with 30% of new engagements under value-based pricing models, driving gross margin expansion and supporting profitability and scalability.

• Commercial pipeline expanded 40% year-over-year, fueled by investments in sales and new commercial models.

• No M&A activity; growth is entirely organic, reflecting a structural shift in client demand for AI transformation.

• Raised full-year 2026 revenue guidance due to strong momentum and successful AI monetization strategy.

Financial highlights

• Adjusted gross margin rose sequentially from 30.6% in Q1 to 32.4% in Q2, driven by new pricing models and AI monetization.

• Adjusted EBITDA was $19M (13.3% margin); FX-neutral adjusted EBITDA would have been $20.8M (15.6% margin).

• Adjusted profit was $8.7M (6.1% margin); adjusted diluted EPS was $0.07 in Q2 2026.

• Share buybacks totaled $2.8M, reducing diluted share count by 3.6% year-over-year.

• Profit declined to $5.8M in Q2 2026 from $9.7M in Q2 2025.

Outlook and guidance

• Q3 2026 revenue expected at least $145.7M, up 14.4% year-over-year.

• Full-year 2026 revenue guidance raised to $566M–$578M, implying 15.5%–18% organic growth.

• Adjusted EBITDA margin for 2026 guided at 15%–17%, with sequential margin improvements expected in H2.

• 2026 positioned as a pivotal year for investment and scaling opportunities.