CINT · CI&T Inc

CI&T Inc delivered a strong start to 2026 with 1Q26 revenue of US$136.6 million, reflecting 23.2% organic growth and 15.5% at constant currency compared to 1Q25. This marked the sixth consecutive quarter of double-digit organic growth, driven by robust AI deployment momentum, 18.9% expansion in top 10 accounts, and acceleration across regions—Latin America up 33%, North America 16%, and New Markets 11%. CEO Cesar Gon highlighted two AI-driven vectors: deployment expanding revenue via IP-based solutions and monetization improving margins through new pricing models, with 20% of new sales already on these models. Gross profit rose 15.4% to US$39.8 million (adjusted 30.6% margin), though cost of services increased 26.7% due to FX and higher Brazilian payroll taxes. SG&A expenses grew 26.2% from sales initiatives and CI&T Flow amortization. Adjusted EBITDA of US$20.8 million (15.2% margin) increased 6.3%, supported by operational leverage. Profit edged up 1.6% to US$7.6 million, with adjusted profit at US$10.2 million (7.5% margin) and diluted EPS at US$0.06. Balance sheet remains solid with cash at US$48.1 million and total equity up to US$318.6 million. Operating cash flow of US$11.1 million funded investments and treasury share repurchases of US$3.3 million. Management raised FY2026 revenue guidance to US$555.8-575.3 million (13.5-17.5% organic, including 350bps FX tailwind) and Adjusted EBITDA margin to 17-19%, with Q2 revenue at least US$140 million, signaling confidence in AI monetization and pipeline strength.