CI&T (CINT) Q2 2025 earnings summary

Executive summary

• Achieved Q2 2025 revenue of $117.2M, up 8% year-over-year and 12.3% at constant currency, driven by AI-first offerings and deep client partnerships.

• Adjusted EBITDA margin reached 18.4% and adjusted net income margin was 10.4% for Q2 2025.

• Employee headcount grew 22.3% year-over-year to 7,627, with a voluntary attrition rate of 10.6%.

• Recognized for diversity and inclusion, with 25% of board seats held by women and good employability practices for disabled workers.

• Continued investment in talent and AI capabilities, including a trainee program producing native AI developers.

Financial highlights

• Q2 2025 revenue was $117.2M, up 8% in USD and 12.3% at constant currency; 6M25 revenue was $228.1M, up 6.5% in USD and 13% at constant currency.

• Adjusted EBITDA for Q2 2025 was $21.5M (18.4% margin); adjusted net income was $12.2M (10.4% margin); adjusted diluted EPS was $0.09.

• Cash generated from operations in H1/6M25 was $33.7M, with cash conversion from adjusted EBITDA at 81.9%-82%.

• Gross profit was $37.7M in Q2 2025, with an adjusted gross profit margin of 34.2%.

• Net finance costs dropped 54.3% to $1.0M, and income tax expense increased 44.2% to $4.7M.

Outlook and guidance

• Q3 2025 revenue expected to be at least $124.4M, representing at least 10.5% year-over-year growth at constant currency.

• Full-year 2025 organic revenue growth guidance at constant currency raised to 10.5%-15%, with a midpoint of 12.75%.

• Adjusted EBITDA margin guidance for 2025 is 18%-20%.

• Commercial pipeline is 25% higher than the same period last year, supporting increased confidence in forecasts.