CI&T (CINT) Q1 2026 earnings summary

Executive summary

• Achieved record Q1 2026 revenue of $136.6 million, up 23.2% year-over-year, with growth fully organic and broad-based across geographies and industry verticals.

• AI deployment and monetization drove both revenue and margin expansion, with 20% of new sales in Q1 on value-based pricing models.

• Maintained a global talent network of over 8,000 employees, with 6,600 AI-focused professionals and a 10.3% voluntary attrition rate.

• Pipeline expansion and improved conversion rates reflect strong go-to-market execution and client demand for AI-driven solutions.

• Sustained double-digit revenue growth for six consecutive quarters at constant currency.

Financial highlights

• Net revenue grew 23.2% year-over-year to $136.6 million; constant currency growth was 15.5%.

• Adjusted EBITDA reached $20.8 million (15.2% margin), up 6.3% year-over-year; FX-neutral margin was 17.4%.

• Adjusted net income was $10.2 million (7.5% margin), up 6.2% year-over-year.

• Adjusted diluted EPS rose 11.8% to $0.08.

• Cash flow from operations was $13.5 million, 65% of adjusted EBITDA.

Outlook and guidance

• Q2 2026 revenue expected at least $140 million, up 19.5% year-over-year (13.9% at constant currency).

• Full-year 2026 revenue guidance raised to $555.8–$575.3 million, implying 13.5–17.5% organic growth.

• Adjusted EBITDA margin projected at 17–19% for 2026, with margin expansion expected as value-based pricing adoption accelerates.