Circle Internet Group's results for Q3 2026 (three months ended September 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP (total revenue and reserve income)) | $865 million (+16.9% vs a year earlier) |
| Diluted EPS (GAAP) | $0.84 |
| Full-year guidance | Reaffirmed |
Guidance
Circle's guidance table is labeled unchanged: 2026 other revenue $310-330M, RLDC margin 41.7-43.7%, adjusted operating expenses $570-585M.
Why this label: Guidance table headed 'Guidance unchanged'; covers other revenue, RLDC margin and adjusted opex only - no total revenue or EPS guide.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| other revenue | FY2026 | $310-$330M (includes recognized ARC token presale revenue) | not stated |
| RLDC margin | FY2026 | 41.7-43.7% | not stated |
| adjusted operating expenses | FY2026 | $570-$585M | not stated |
| USDC in circulation growth | multi-year through cycle | 40% CAGR | not stated |
From the release
Revenue: "Total revenue and reserve income 864,888 739,759 2,260,336 1,976,410"
Earnings per share: "Diluted $ 0.84 $ 0.64 $ 1.23 $ (1.53)"
other revenue: "Other Revenue FY 2026 $310-$330M(3)"
RLDC margin: "RLDC Margin(1) FY 2026 41.7-43.7%(3)"
adjusted operating expenses: "Adjusted Operating Expenses(2) FY 2026 $570-$585M"
Key fact: Q3 revenue and reserve income rose 17% to $865M, including $182M ARC token presale
Source
Circle Internet Group earnings release (SEC filing), accession 0001876042-26-000309, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.