STOCK TITAN

CI&T Reports 14.9% Organic Revenue Growth in 3Q26

The full-year revenue outlook's low end rises to US$568.0 million despite lower quarterly profit and adjusted EBITDA year over year.

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Tags
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

AI Monetization Expands Adjusted Gross Margin by 420 bps Sequentially to 36.6%

NEW YORK--(BUSINESS WIRE)-- CI&T (NYSE: CINT, “Company”), an AI deployment company at scale and a global partner in tech-integrated business solutions, today announces its results for the third quarter of 2026 (3Q26) in accordance with International Financial Reporting Standards (IFRS® Accounting Standards), as issued by the IASB. For comparison purposes, we refer to the results for the third quarter of 2025 (3Q25). The numbers are presented in U.S. dollars.

Third quarter of 2026 (3Q26) highlights

  • Revenue of US$146.3 million, an increase of 14.9% compared to US$127.3 million in 3Q25.
  • Revenue growth at constant currency was 11.2% compared to 3Q25.
  • Revenue from clients outside our top 10 grew 17.1% year-over-year, outpacing the 12.2% growth from our top 10 clients.
  • Profit reached US$7.6 million in 3Q26, compared to US$8.9 million in 3Q25.
  • Gross Profit reached US$50.7 million in 3Q26, compared to US$41.1 million in 3Q25, up 23.4%.
  • Adjusted Gross Profit reached US$53.5 million in 3Q26, up 24.0% year-over-year. Adjusted Gross Profit margin expanded 270 basis points to 36.6% compared to 3Q25, and 420 bps sequentially from 32.4% in 2Q26.
  • Adjusted EBITDA reached US$22.6 million in 3Q26 compared to US$23.5 million in 3Q25. In 3Q26, Adjusted EBITDA margin was 15.5%, up 220 bps sequentially, from 13.3% in 2Q26.
  • Adjusted Profit was US$11.5 million in 3Q26, an increase of 2.0% compared to US$11.3 million in 3Q25. Adjusted Profit margin was 7.9% in 3Q26.
  • Diluted earnings per share (EPS) were US$0.06 and Adjusted diluted EPS were US$0.09 in 3Q26, up 4.5% year-over-year. In 3Q26, we repurchased US$2.9 million of our shares.
  • CI&T ended 3Q26 with an average of 6,786 AI-Builders. Revenue per AI-Builder(1) reached US$82.5 thousand in 3Q26 (LTM basis), an increase of 9.9% compared to US$75.1 thousand in 3Q25.
  • Cash generated from operating activities was US$40.2 million in 9M26, including US$22.4 million in 3Q26.

Cesar Gon, Founder and CEO of CI&T, commented: “Our third quarter shows AI deployment translating into economics. Adjusted gross margin reached 36.6%, up 420 basis points from the prior quarter, as our value-based commercial models and CI&T FLOW allow revenue to grow faster than our team. Growth remains broad-based: revenue from clients outside our top 10 grew 17.1%, ahead of our largest accounts. Adjusted EBITDA improved 220 basis points sequentially, and the commercial investments we made this year are expanding our pipeline and bringing in new clients. With that momentum, we are raising the low end of our full-year revenue outlook to US$568.0 million, now expecting 16% to 18% organic growth in 2026. CI&T builds, delivers and scales AI impact across the enterprise, with measurable business outcomes, and this quarter’s numbers show it.”

The full 3Q26 Earnings Release can be accessed here.

Investor Relations Contact:
Eduardo Galvão
investors@ciandt.com

Media Relations Contact:
Zella Panossian
ciandt@illumepr.com

Source: CI&T Inc.

Key Terms

ifrs regulatory
International Financial Reporting Standards (IFRS) are a set of common accounting rules used by many companies worldwide to prepare financial statements, so numbers like revenue, profit and assets are measured in the same way across borders. For investors, IFRS matters because it makes it easier to compare the financial health and performance of different companies—like using the same ruler to measure different objects—reducing surprises and helping informed investment decisions.
constant currency financial
Constant currency is a way of measuring financial results that removes the effects of changes in currency exchange rates. It allows for a clearer comparison of a company's performance over time by showing what the numbers would look like if exchange rates had stayed the same. This helps investors understand whether growth comes from actual business improvements or just currency fluctuations.
ltm financial
Last twelve months (LTM) is a way of measuring a company's financial performance using the most recent 12 months of results rather than a fixed calendar or fiscal year. Investors use LTM to see the company's current trend — like looking at the last 12 months on a rolling odometer — which helps compare firms with different reporting cycles and spot recent improvements or declines in revenue, profit, or cash flow.

Keep reading