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CI&T (CINT) Q3 2026 Earnings Report

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CINT Q3 2026 EPS Results

Actual EPS
$0.09
Consensus EPS
$0.10
Beat/Miss
Missed by -$0.01
One Year Ago EPS
$0.09

CINT Q3 2026 Revenue Results

Actual Revenue
$146.31M
Expected Revenue
$146.15M
Beat/Miss
Beat by +$155.00K
YoY Revenue Growth
+14.92%

Earnings Announcement Details

Quarter
Q3 2026
Date
11/11/2026
Time
After Close
Conference Call
Wednesday, November 11, 2026
CINT Upcoming Earnings

CI&T's next earnings date is estimated for March 10, 2027, based on past reporting schedules.

Q3 2026 Earnings Call Audio

CINT Q3 2026 Earnings Call
0:00 / 0:00

Q3 2026 Earnings Slide Deck

Q3 2026 Earnings Call Summary

Q3 2026
Earnings Call Date:Nov 11, 2026|% Change Since:-7.81%|
Earnings Call Sentiment|Positive

The call was strongly positive overall. The company reported record revenue, broad-based regional and industry growth, expanding gross margins, sequential EBITDA improvement, strong cash generation, a 50% larger pipeline, increased adoption of value-based commercial models, and a higher full-year revenue outlook. The main challenges were FX pressure, higher selling expenses, payroll tax headwinds, macro uncertainty, and the timing of pipeline conversion, but management characterized demand, retention, and the longer-term AI opportunity as strong.

Company Guidance

For the fourth quarter, the company expects revenue in the range of $142.3 million to $152.0 million, with the midpoint representing 9.6% growth in U.S. dollars or 9.3% at constant currency against the strongest comparison base of 2025; the low end reflects macro uncertainty and FX volatility, while the high end reflects pipeline conversion. For the full year, it is raising the low end of its revenue outlook to $568 million, with a range up to $578 million, or 16% to 18% organic growth, including a positive FX impact of approximately 450 basis points, and it continues to expect adjusted EBITDA margin in the range of 15% to 17%. Selling expenses as a percentage of revenue are expected to decline from third quarter levels, while the company said it cannot anticipate its outlook for 2027 until the next meeting.

  • Revenue per AI Builder IncreasedRevenue per AI builder reached $82,500 on a last-12-month basis, up 10% year-over-year and accelerating from 7% growth last quarter. The company ended the quarter with about the same number of AI builders as a year ago while revenue grew 14.9%.
  • Low Voluntary AttritionVoluntary attrition was 9.9%, described as among the lowest levels in the company's history.
  • Decision Intelligence OfferingCI&T highlighted Decision Intelligence, which converts predictive signals into auditable operational decisions through business rules, human approval, and integration with clients' operational systems. Clients can increase system autonomy as trust builds while people remain in command.
  • Expansion of AI PartnershipsThree months after joining the Claude Partner Network, CI&T reached the Preferred tier in the Services Track. The company has more than 50 major Claude projects underway across software engineering, customer service, and user experience for global clients including Stretto and Vanguard.
  • Broader Multimodel PlatformCI&T FLOW uses Claude Code extensively internally, and CI&T became a launch partner in the SpaceX Super Intelligence Partner Network, adding Grok alongside Mistral and hyperscaler models.
  • Record Quarterly RevenueRevenue reached a record $146.3 million, up 14.9% year-over-year, entirely organically and ahead of the outlook of at least $145.7 million. Revenue grew 11.2% at constant currency.
  • Strong Year-to-Date Revenue GrowthRevenue for the first nine months reached $425.7 million, up 19.8% year-over-year, or 13.6% at constant currency.
  • Regional and Industry GrowthLatin America grew 20%, New Markets grew 17.6%, and North America grew 8.7% year-over-year. North America increased 3.9% sequentially from the second quarter, the fastest sequential growth among the three regions. Financial services grew 26.1%, while technology and telecom grew 40.2%.
  • Diversified Client GrowthRevenue from clients outside the top 10 grew 17.1%, ahead of the 12.2% growth from the 10 largest accounts. This was the third consecutive quarter in which the broader client base grew faster than the largest clients.
  • Gross Profit and Gross Margin ExpansionAdjusted gross profit reached $53.5 million, up 24% year-over-year and 15.8% sequentially, growing faster than revenue. Adjusted gross margin reached 36.6%, up 270 basis points year-over-year, described as the first year-over-year expansion of 2026.
  • Value-Based Commercial Model AdoptionForty percent of new engagements signed in the quarter were value-based, up from 30% in the first half. For new clients, 75% of new sales were converted to value-based commercial models. The company stated that these models averaged 8 to 10 percentage points above traditional time-and-materials gross margins.
  • Cost of Service Grew More Slowly Than RevenueCost of service grew 10.9%, below revenue growth of 14.9%. Management attributed the productivity improvement to CI&T FLOW and value-based commercial models.
  • Sequential EBITDA ImprovementAdjusted EBITDA reached $22.6 million, up 19.1% from the second quarter, with adjusted EBITDA margin expanding from 13.3% to 15.5%. On an FX-neutral basis, adjusted EBITDA would have been $24.3 million, up 3.4% from the third quarter of 2025, with a 17.2% margin.
  • Operating Leverage in General and Administrative ExpensesGeneral and administrative expenses declined to 10.2% of revenue from 11.3% in the second quarter and 11% a year ago.
  • Adjusted Profit and Share RepurchasesAdjusted profit was $11.5 million, up 2% year-over-year, and adjusted diluted earnings per share was $0.09, up 4.5%. CI&T repurchased $2.9 million of shares during the quarter and $9.1 million year-to-date, reducing the weighted average diluted share count by 2.4% year-over-year.
  • Strong Cash GenerationOperating cash flow was $22.4 million in the quarter, described as nearly 100% of adjusted EBITDA.
  • Larger Pipeline and New Sales InvestmentsThe pipeline was 50% larger than a year ago, up from 40% growth last quarter. Approximately 70% of the pipeline came from current clients and 30% from potential new clients. Management said the conversion rate was at a maximum in the company's history.
  • Multiple AI Demand CategoriesManagement described three demand categories: AI-enabled services such as agentic SDLC, which represented approximately half of current sales; AI transformation, including modernization, data, ontology, and Decision Intelligence; and the newly launched agentic business reinvention offering, which had gained traction during its first two quarters.
  • Partner-Sourced and Partner-Attached BusinessAll partners combined represented approximately 20% of partner-attached business in 2026, including deals brought to partners, won together, or brought by partners. Management said this was a significant increase from prior years.
  • Client Retention and Land-and-Expand ModelManagement said it continued to have strong client retention with no meaningful variation, and that the majority of short-term growth continued to come from its existing client portfolio through the land-and-expand model.
  • Full-Year Revenue Outlook RaisedThe company raised the low end of its full-year revenue outlook to $568 million, with a range up to $578 million, representing 16% to 18% organic growth. The revised outlook included a positive FX impact of approximately 450 basis points.
  • Fourth-Quarter Revenue GuidanceFourth-quarter revenue guidance was $142.3 million to $152.0 million. At the midpoint, this represented 9.6% growth in U.S. dollars or 9.3% at constant currency against the strongest comparison base of 2025.
  • Maintained EBITDA Margin OutlookThe company continued to expect full-year adjusted EBITDA margin in the range of 15% to 17%.
  • Capital Allocation PrioritiesFor 2027, management identified continued investment in AI and new offerings, further share repurchases, funding growth, debt repayment, and selective potential mergers and acquisitions as capital allocation priorities.

CINT Earnings History

CINT earnings history
Report DateFiscal QuarterForecast / EPSLast Year's EPSEPS YoY ChangePress Release
Mar 10, 20272026 (Q4)0.11-0.14――
Nov 11, 20262026 (Q3)0.100.090.090.00% (+0.00)
Aug 11, 20262026 (Q2)0.090.070.09-22.22% (-0.02)
May 11, 20262026 (Q1)0.090.080.0560.00% (+0.03)
Mar 11, 20262025 (Q4)0.100.140.0879.49% (+0.06)
Sep 30, 20252025 (Q3)0.100.090.0732.35% (+0.02)
Aug 13, 20252025 (Q2)0.080.090.0645.16% (+0.03)
May 13, 20252025 (Q1)0.060.050.0361.29% (+0.02)
Mar 12, 20252024 (Q4)0.070.080.03143.75% (+0.05)
Nov 14, 20242024 (Q3)0.070.070.0528.30% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat Missed