CI&T Inc. (NYSE: CINT) reported its fourth‑quarter 2025 results, with revenue reaching $134.3 million, up 19.3% in organic terms from $112.5 million in Q4 2024. The increase was driven by strong demand for the company’s AI‑first services and the continued adoption of its proprietary CI&T FLOW platform, which helped lift client spend across its core segments.
Adjusted earnings per share for the quarter were $0.14, beating analyst expectations of $0.10 by $0.04. The beat was largely a result of disciplined cost management and the higher mix of high‑margin AI‑enabled contracts, which offset the impact of a modest decline in traditional consulting revenue. The company’s adjusted EBITDA margin for Q4 was 18.4%, slightly lower than the 18.7% margin reported a year earlier, reflecting headwinds from a weaker foreign‑exchange environment and the resumption of payroll taxes in Brazil.
Full‑year 2025 results showed total revenue of $489.7 million, an 11.5% increase over 2024 and a 13.2% rise on a constant‑currency basis. Adjusted EBITDA margin for the year was 18.3%, a modest decline from 18.7% a year earlier, driven by the same FX and tax headwinds and by strategic investments in the AI platform and workforce reskilling. The company’s CEO, Cesar Gon, noted that “2025 was a defining year for CI&T. We just delivered our fifth consecutive quarter of double‑digit organic growth, strong cash generation, and clear evidence that our clients are moving from AI experimentation to full‑scale transformation.”
Management guidance for the first quarter of 2026 calls for revenue of at least $134.7 million, representing a 21.5% year‑over‑year increase, and for full‑year 2026 revenue of $548.4 million to $568 million, implying 12%–16% organic growth. Adjusted EBITDA margin guidance is 17%–19%, indicating confidence that cost efficiencies will continue to offset the impact of headwinds. CFO Stanley Rodrigues explained that the margin compression in Q4 was “two specific headwinds: the unfavorable foreign‑exchange environment and the resumption of payroll taxes in Brazil. In addition, we have been deliberately investing up front in our AI platform, our workforce reskilling, and global sales initiatives as a strategic choice to accelerate our top‑line growth.”
The market reacted positively, with CI&T shares rising 5.03% since the close on March 11. Investors welcomed the EPS beat, the strong revenue growth, and the company’s clear AI‑first strategy, while noting the near‑term margin pressure from FX and tax headwinds. The guidance signals continued confidence in demand for AI‑driven digital transformation services and a belief that the company’s investments will pay off in the medium term.
The earnings release confirms CI&T’s ability to sustain double‑digit organic growth, strengthen its AI platform, and maintain a healthy cash position, while also highlighting the short‑term challenges of currency volatility and regulatory costs. The company’s forward guidance suggests that management expects continued momentum in AI adoption and a gradual recovery of margins as the headwinds ease and the AI platform matures.
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