CI&T (CINT) Q2 2026 earnings summary

Executive summary

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

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

• Strategic partnerships with Anthropic and Mistral AI enhance AI deployment capabilities and expand enterprise reach.

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

Financial highlights

• Adjusted gross margin expanded to 32.4% in Q2 2026, driven by new commercial models and AI monetization.

• Adjusted EBITDA margin was 13.3% ($19 million), with FX-neutral adjusted EBITDA at $20.8 million (15.6% margin).

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

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

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

Outlook and guidance

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

• Full-year 2026 revenue guidance raised to $566–$578 million, implying 15.5%–18% organic growth, with a positive FX impact of 400 basis points.

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

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