Circle Q3 2026 revenue rises 17% to $865 million; net income up 5% to $226 million
Circle Internet Group reported third-quarter 2026 results, with total revenue and reserve income up 17% to $865 million and net income from continuing operations up 5% to $226 million. Reserve income fell 8% to $658 million, while other revenue included $182 million from the ARC token presale, and management left its 2026 guidance unchanged.
Key points
- Total revenue and reserve income was $865 million, up 17% year-over-year; reserve income was $658 million, down 8%.
- Net income from continuing operations was $226 million, up 5%; diluted EPS was $0.84 versus $0.64 a year earlier.
- Adjusted EBITDA was $317 million, up 85%, reflecting $182 million of ARC token presale revenue and lower distribution costs.
- Full-year 2026 guidance was unchanged, including Other Revenue of $310-$330 million that includes recognized ARC presale revenue.
The filing
Written by AI on Nov 9, 2026, 11:45 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.