CI&T (NYSE:CINT) Posts Mixed Q3 2025 Results with Revenue Growth but EPS Miss

CI&T INC/UNITED STATES-A (NYSE:CINT) has released its third-quarter 2025 financial results, presenting investors with a mixed performance picture. The Brazilian digital specialist reported solid revenue growth but fell short on profitability metrics compared to analyst expectations, creating a complex narrative for market participants to digest.

Earnings Versus Expectations

The company's quarterly performance showed notable divergence between top-line results and bottom-line profitability. While revenue figures met expectations, earnings per share came in below what analysts had projected for the period.

• Revenue: $127.3 million reported versus $127.4 million estimated
• EPS: $0.07 reported versus $0.101 estimated

The minimal revenue miss of approximately $100,000 represents a negligible variance from expectations, essentially meeting analyst forecasts. However, the earnings per share figure fell significantly short by nearly 31%, which has likely contributed to investor caution despite the company's strong year-over-year growth narrative.

Market Reaction and Price Action

Trading activity following the earnings release has reflected the conflicting signals in the report. The stock showed no immediate after-hours movement, suggesting investors are taking time to fully assess the results. Recent performance indicators show:

• Last week: +0.66%
• Last two weeks: -2.33%
• Last month: +8.22%

The mixed short-term performance indicates ongoing uncertainty among investors, with the monthly gain suggesting some optimism leading into the earnings report, while the two-week decline may reflect pre-earnings caution. The absence of dramatic after-hours movement suggests the market is balancing the positive revenue growth story against the earnings miss.

Quarterly Performance Highlights

CI&T's third-quarter results demonstrated robust operational growth across multiple metrics, continuing a pattern of strong fundamental performance. The company achieved its fourth consecutive quarter of double-digit organic revenue growth, with several key indicators showing substantial improvement.

Revenue increased by 13.4% year-over-year to $127.3 million, while profit saw a dramatic 72% surge to $8.9 million. The company's adjusted EBITDA grew by 7.5% to $23.5 million, though the margin compressed slightly to 18.5% from 19.5% in the prior year period. Employee growth accelerated to 16.3%, bringing total headcount to 7,858 professionals, indicating continued expansion of operational capacity.

Strategic Initiatives and Outlook

CEO Cesar Gon emphasized the company's positioning as an end-to-end business solutions partner integrating AI and technology with core business transformation. The company also announced the renewal of its share repurchase program, authorizing the buyback of up to five million Class A common shares, a move that could provide support for the stock price.

Looking ahead, analysts project fourth-quarter 2025 revenue of $134.1 million and full-year 2025 sales of $494.1 million. The company's commentary expressed confidence in generating sustainable long-term value, though specific forward guidance was not provided in the earnings release.

For detailed earnings estimates and historical performance data, investors can review additional information through the company's earnings portal.

Disclaimer: This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice, financial guidance, or a recommendation to buy or sell any securities. Investors should conduct their own research and consult with financial advisors before making investment decisions.