Q2 2026 CI&T Inc Earnings Call Transcript
Key Points
- Record revenue of $142.8 million, up 21.9% organically, exceeding guidance and marking the seventh consecutive quarter of double-digit growth.
- Adjusted gross margin expanded sequentially from 30.6% in Q1 to 32.4% in Q2, driven by new value-based pricing models.
- Commercial pipeline expanded 40% year-over-year, with higher conversion rates and broad-based growth across regions and verticals.
- Strategic partnerships with Anthropic and Mistral enhance AI deployment capabilities and open new enterprise accounts.
- Revenue per AI Builder grew 7% year-over-year to over $80,000, reflecting improved productivity and monetization.
- Adjusted EBITDA margin declined to 13.3% due to deliberate investments in sales and the appreciation of the Brazilian real.
- Consumer goods vertical experienced softer demand, which management views as a temporary headwind.
- North America growth decelerated to 10.2% from 16% in the prior quarter, attributed to seasonality and contract renewal gaps.
- Adjusted diluted EPS decreased to $0.07 from $0.09 in the prior year, impacted by FX and investment costs.
- Full-year adjusted EBITDA margin guidance was reduced to 15-17%, reflecting the cost of scaling the commercial engine.
Good afternoon, and thank you for joining us for CI&T second-quarter of 2026 earnings call. I am Eduardo Galvan, Director of Investor Relations. Joining me today to discuss our quarterly results are Cesar Gon, our Founder and CEO. Bruno Gicardi, Founder and President for North America and Europe, and Stanley Rodriguez, our CFO.
Before we begin, I would like to remind you that our remarks today will include forward-looking statements. These statements, including our business outlook, are based on the management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially.
We caution you not to place undue reliance on these forward-looking statements, as they are valid only as of the date when made. Additionally, we'll discuss certain non-GAAP financial measures. We believe these provide a more comprehensive view of our underlying operational performance. For a full reconciliation of these measures to the most directly comparable GAAP metrics, please refer to the
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
