CI&T's second quarter revenue of $142.8M beat estimates by 16% as organic growth reached 22%

CI&T reported strong second quarter 2026 results, characterized by significant revenue outperformance and a guidance raise for the full year. Revenue grew 21.9% year-over-year to $142.8 million, driven by broad-based demand across all geographies and key verticals like Financial Services and Technology. Despite the revenue beat, profitability metrics saw pressure from strategic investments in sales and AI deployment initiatives, as well as foreign exchange headwinds from the Brazilian Real.

Key Highlights

• Revenue of $142.8 million exceeded the consensus estimate of $122.4 million, representing 14.1% growth at constant currency.
• Adjusted Diluted EPS of $0.07 beat the $0.06 analyst estimate, though reported IFRS profit fell to $5.8 million from $9.7 million in the prior-year period.
• Geographic growth was led by Latin America at 32.1% and New Markets at 26.3%, while the Technology and Telecommunications vertical surged 67.8% year-over-year.
• Management raised full-year 2026 revenue guidance to $565.5–$577.8 million, implying 15.5% to 18.0% organic growth, while targeting an Adjusted EBITDA margin of 15% to 17%.