CI&T reported strong financial results for Q4 2025 and full year 2025, with double-digit revenue growth and increased profitability. The company highlighted growth in Latin America and the US, expansion of billable headcount, and continued AI integration in its offerings.

• CI&T reported Q4 2025 revenue of $134.3 million, a 19.3% increase from Q4 2024, with profit rising 38.6% to $14.6 million [N1].
• Full year 2025 revenue reached $489.6 million, up 11.5% from 2024, with profit increasing 37.7% to $40.6 million [N1].
• Adjusted EBITDA margin was 18.4% in Q4 2025 and 18.3% for full year 2025, reflecting operational efficiency [N1].
• The company increased its billable headcount and AI-tech professionals by approximately 15.7% and 14.4% respectively in 2025 [N1].
• Revenue growth in Latin America was 26.8% and 9.2% in North America in 2025 compared to 2024 [N1].
• CI&T emphasized its AI management system, CI&T FLOW, as a key driver of productivity and innovation [N1].
• The company expects continued revenue growth and operational expansion, supported by strong client relationships and AI capabilities [N2].

CI&T's comprehensive integration of AI into business strategy and software development positions it well to capitalize on increasing demand for digital transformation. Its expanding client base, including blue-chip enterprises, and growing share of wallet demonstrate strong market acceptance. The company's proprietary AI management system and multidisciplinary delivery model support scalable growth and operational efficiency. Continued geographic expansion and investments in talent and intellectual property could further enhance its market position and financial performance.

CI&T faces risks from competitive pressures in the technology transformation market, including from larger global IT service providers and emerging digital-native firms. Its reliance on key clients, with top 10 clients accounting for a significant portion of revenue, may expose it to client concentration risk. Economic or geopolitical factors affecting primary markets like Brazil and the US could impact demand. Execution risks include maintaining talent retention and successfully integrating acquisitions. Currency fluctuations and debt maturities require careful liquidity management.

CI&T's moat derives from its deep integration of AI and technology transformation expertise with long-standing client relationships, some exceeding 20 years. Its multidisciplinary Growth Units and PowerHouses provide tailored, scalable solutions that embed AI into clients' core operations, creating high switching costs. The company's proprietary AI management system, CI&T FLOW, enhances delivery efficiency and innovation. Its global presence with nearshore hubs enables cost-effective, time-zone compatible service delivery. The combination of strategic partnerships, diversified offerings, and a strong talent platform supports sustained competitive advantage in a growing market for tech-integrated business solutions.

• Client Concentration Risk: Top 10 clients accounted for 42.9% of revenue in 2025, creating dependency on a limited number of large customers.
• Market Competition: The technology transformation services market is competitive, with pressure from large IT service firms and digital-native companies.
• Geopolitical and Economic Exposure: Significant revenue from Brazil and the US exposes CI&T to regional economic and political risks.
• Talent Retention and Acquisition: Sustaining growth depends on attracting and retaining skilled multidisciplinary professionals in a competitive labor market.
• Currency and Liquidity Risks: Exposure to multiple currencies and upcoming debt maturities require active financial management to maintain liquidity.

• CI&T Inc is a global technology transformation specialist founded in 1995 in Brazil, operating with over 7,993 professionals across 11 countries as of end 2025.
• The company serves over 150 large enterprises and fast-growing companies, primarily in Brazil and the United States, which accounted for 47.1% and 43.4% of revenue respectively in 2025.
• CI&T's business model integrates business strategy, technology, and AI to deliver end-to-end tech-integrated business solutions including strategy, design, software engineering, and AI-enabled platforms.
• The company organizes delivery operations into autonomous Growth Units and specialized PowerHouses to provide multidisciplinary, industry-agnostic teams focused on client needs.
• CI&T launched CI&T FLOW, an AI management system, in July 2023 to enhance software and digital development productivity through AI-powered engines.
• Core offerings include business and digital strategy, customer-centered experience and design, software engineering and platform delivery, application modernization, AI capacity augmentation, data and AI platforms, immersive experiences, and generative AI business solutions.
• Revenue for the full year 2025 was $489.65 million, an 11.5% increase from 2024, with profit of $40.62 million, a 37.7% increase year-over-year.
• The company reported a current ratio of 1.33 and cash ratio of 0.33 as of December 31, 2025, with cash and cash equivalents of $47.86 million.
• Top 10 clients accounted for 42.9% of revenue in 2025, with the top client contributing 11.1%.
• Revenue by industry vertical in 2025 was led by Financial Services (36%), Retail and Industrial Goods (21%), Consumer Goods (20%), Technology and Telecommunications (9.6%), and Life Sciences (8%).
• Geographically, revenue in 2025 was 47.1% from Brazil, 43.4% from the United States, and 9.5% from other countries.
• CI&T's delivery model combines onsite, nearshore, and distributed teams, with strategy and design often delivered close to clients and engineering primarily executed by nearshore teams in Brazil and Colombia.
• The company has a strategic minority investment from Advent International since 2019, supporting global growth and expansion.
• CI&T has a track record of increasing share of wallet with top clients and long-term client relationships, some exceeding 20 years.
• In 2025, CI&T increased its billable headcount and AI-tech professionals by approximately 15.7% and 14.4% respectively compared to 2024.
• The company reported adjusted EBITDA margin of 18.3% for 2025 and adjusted profit margin of 10.6%.
• Diluted EPS for 2025 was $0.30, a 41.5% increase from 2024, with adjusted diluted EPS of $0.39, up 20.1%.
• Cash generated from operating activities was $81.2 million in 2025, slightly down from $85.6 million in 2024, impacted by working capital changes.
• CI&T made capital expenditures of $14.77 million in 2025, mainly in software development and IT equipment.
• The company emphasizes embedding AI into business processes and software development lifecycle to improve productivity, quality, and delivery speed.
• CI&T's client base includes blue-chip companies such as Johnson & Johnson, AB InBev, Nestlé, Google, Itaú Unibanco, Coca-Cola, LifeScan, Audi, and Kraft Heinz.
• The company has publicly disclosed ESG initiatives including diversity and inclusion goals and human rights and sustainability policies.
• CI&T's revenue growth in 4Q25 was 19.3% year-over-year, with profit increasing 38.6% compared to 4Q24.
• The company reported a 13.9% revenue growth at constant currency in 4Q25 and 13.2% for full year 2025.
• Revenue growth in Latin America was 26.8% and 9.2% in North America in 2025 compared to 2024.
• CI&T's adjusted EBITDA margin was 18.4% in 4Q25 and 18.3% for full year 2025.
• The company has loans and borrowings maturing in 2026 totaling $66.44 million and non-current loans of $56.19 million with maturities through 2028.
• CI&T maintains liquidity through operational cash flow and borrowings, with cash and cash equivalents of $47.86 million as of December 31, 2025.
• The company uses master services agreements supplemented by statements of work to govern client engagements.
• CI&T's AI initiatives focus on disciplined adoption, governance, and measurable outcomes to improve client productivity and operational efficiency.