CI&T Inc delivered record revenue of $142.8 million in the second quarter of FY26, marking a 21.9% organic increase year over year. The growth was broad-based across geographies and sectors, driven by strong demand for AI deployment services.

The company’s adjusted gross margin expanded sequentially from 30.6% in the first quarter to 32.4%, reflecting the impact of new value-based pricing models. Management raised full-year revenue guidance to a range of $566 million to $578 million, implying organic growth of 15.5% to 18%.

Financial Performance

CI&T’s financial results highlight a deliberate trade-off between near-term profitability investments and long-term growth acceleration. While top-line momentum remained robust, adjusted EBITDA margin contracted due to foreign exchange headwinds and increased commercial spending.

Revenue growth was distributed evenly across regions, with Latin America leading at 32.1% year-over-year expansion. New markets grew 26.3%, while North America added 10.2% on a mature base. Sector-wise, financial services, the largest vertical, grew 36%, and technology and telecommunications accelerated to 68% growth.

What the Numbers Show

The divergence between expanding gross margins and contracting EBITDA margins reveals a specific strategic shift. While core delivery economics improved—evidenced by the 180 basis point sequential jump in gross margin—operating leverage was offset by a rise in sales expenses from 8% of net revenue last year to 12% this quarter. This indicates that the current profit compression is driven by deliberate investment in the commercial engine rather than operational inefficiency.

Strategic Initiatives and Outlook

CI&T emphasized its transition toward AI monetization through value-based commercial models. In the first half of 2026, 40% of new sales were under these new models, which management projects will continue to accelerate gross margin expansion. The company also joined Anthropic’s Cloud Partner Network, certifying over 1,000 AI engineers to co-develop industry solutions for financial services and retail.

Looking ahead, CI&T expects Q3FY26 revenue to reach at least $145.7 million, representing a 14.4% increase over Q3FY25. Full-year adjusted EBITDA margin is projected between 15% and 17%, assuming sequential improvements as targeted Agentic SDLC investments moderate later in the year.

CI&T, an AI deployment company and global partner in tech-integrated business solutions, reported record revenue of US$142.8 million in the second quarter of 2026 (2Q26), marking a 21.9% increase compared to US$117.2 million in the second quarter of 2025 (2Q25). The company's adjusted diluted earnings per share (EPS) came in at US$0.07, missing the analyst consensus estimate of US$0.09, while quarterly sales of US$142.82 million beat the consensus estimate of US$139.63 million by 2.28%. This marks the company's seventh consecutive quarter of double-digit organic revenue growth, driven by broad-based momentum across geographies, industries, and clients.

2Q26 Financial Performance

The table below summarises CI&T's key financial metrics for 2Q26 compared to analyst estimates and the prior-year period:

Revenue growth at constant currency was 14.1% compared to 2Q25. While top-line performance was strong, profitability metrics declined year-over-year. Profit reached US$5.8 million in 2Q26, compared to US$9.7 million in 2Q25. Adjusted EBITDA stood at US$19.0 million versus US$21.5 million in 2Q25, and Adjusted Profit came in at US$8.7 million compared to US$12.2 million in the prior-year period.

Workforce and Productivity Metrics

CI&T's operational scale continued to expand during the quarter. The company ended 2Q26 with 8,152 employees, with an average of 6,752 AI-Builders — a year-over-year increase of 11.7%. Revenue per AI-Builder reached US$80.1 thousand on a last-twelve-months (LTM) basis in 2Q26, representing a 7.0% increase compared to US$74.9 thousand in 2Q25. The following table highlights these workforce metrics:

CEO Commentary and Outlook

Cesar Gon, Founder and CEO of CI&T, attributed the results to the strength of the company's AI deployment strategy. "Our results this quarter reflect the strength and consistency of the AI deployment opportunity in front of us. We delivered record revenue, entirely organic and broad-based across geographies, industries, and clients — our seventh consecutive quarter of double-digit organic growth," Gon stated. He added that the company's AI monetization strategy is advancing as planned, with new commercial models already expanding gross margin. In light of the strong momentum, CI&T is raising its full-year revenue guidance for 2026. Gon described 2026 as "a pivotal year to invest in capturing this opportunity at scale," positioning the company for what he characterised as durable, high-quality growth. The divergence between robust revenue growth and declining profitability metrics underscores that costs are scaling alongside the company's investment phase, a dynamic management expects to improve as new commercial models mature.