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Meta Platforms (META) Q3 2026 Earnings: Guidance Reaffirmed

Q3 2026 (quarter ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Meta Platforms reaffirmed its full-year guidance; revenue +26.1% vs a year earlier.

Meta Platforms's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-21. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$64,601 million (+26.1% vs a year earlier)
Diluted EPS (GAAP)$3.83
Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs)$7.40
Full-year guidanceReaffirmed

Guidance

Meta continues to expect 2026 operating income above 2025, excluding the legal charge; raised expense outlook to $175–179 billion; Q4 revenue guide $73–76 billion.

Why this label: Only the expense outlook was raised (for a $9.9B legal charge), not a core item; ex-charge operating income 'continue to expect' above 2025. Revenue guided for Q4 only.

MetricPeriodNewPrior (as stated in the release)
total expensesFY2026$175–179 billionnot stated
operating income (excluding Q3 legal charge)FY2026above 2025 operating incomenot stated
Reality Labs operating lossFY2026$18–19 billionnot stated
capital expenditures (incl. finance lease principal)FY2026$135–145 billion$130–145 billion

Next-quarter outlook:

MetricPeriodRange
total revenueQ4 2026$73–76 billion
tax rateQ4 202615%–17%

From the release

Revenue: "Revenue · $ · 64,601 · $ · 51,242 · 26 · %"

Earnings per share: "Diluted earnings per share (EPS) · $ · 3.83 · $ · 1.05 · 265 · %"

total expenses: "We are raising our expense outlook to incorporate the $9.9 billion charge related to legal proceedings recognized in the third quarter. We now expect full year 2026 total expenses to be in the range of $175-179 billion."

operating income (excluding Q3 legal charge): "Excluding the third quarter legal charge, we continue to expect 2026 operating income to be above 2025 operating income."

Reality Labs operating loss: "At a segment level, we now expect Reality Labs losses to decline compared to 2025 to a range of $18-19 billion."

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Revenue rose 26% to $64.6 billion; operating income fell 37% after $9.89 billion legal charge.

Source

Meta Platforms earnings release (SEC filing), accession 0001628280-26-066700, filed 2026-10-21.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

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