NASDAQ$IBIT

iShares Bitcoin Trust · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

iShares Bitcoin Trust (IBIT) reported a Q1 2026 net decrease in net assets from operations of $15.1B as bitcoin prices fell; NAV per share was $38.62.

For the quarter ended March 31, 2026, IBIT, a spot bitcoin ETF, reported a net decrease in net assets resulting from operations of $15.1 billion, or $11.09 per share, compared with $6.5 billion, or $6.41 per share, in Q1 2025, driven by bitcoin mark-to-market losses and net investment loss. NAV per share ended at $38.62 versus $49.61 at December 31, 2025.

  • Net decrease in net assets from operations $(15.1)B.
  • NAV per share $38.62 vs $49.61 prior quarter end.
  • Fund holds bitcoin as primary asset; no product revenue.
  • Net investment loss and realized/unrealized bitcoin losses drove results.

Headline financials

Total Revenue

-$175M

Previous: $633M-127.6%
EPS (adj)

-$11.09

Previous: -$6.41-73.0%
Net Income

-$15.1B

Previous: -$6.46B-134.3%
Operating Income

-$36.7M

Previous: -$32.9M-11.6%
Gross Profit

-$175M

Previous: $633M-127.6%

Revenue & EPS history

iShares Bitcoin Trust · Revenue · Quarterly

-$175M

Q1 2026-127.6%vs Q1 2025

Forward guidance

As an ETF, IBIT does not provide earnings guidance; performance tracks bitcoin spot prices, fund flows, and custody costs.

Tailwinds

  • Largest spot bitcoin ETF liquidity and scale.
  • In-kind creation/redemption mechanism.

Headwinds

  • Bitcoin price decline drove large NAV and per-share losses.
  • Net investment loss from fund expenses.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.6%

Avg return

Earnings day

+5.2%

Avg return

5 days after

-2.6%

Avg return

30 days after

57%

4 / 7 earnings

Positive

+10.9%

Q2 2024

Best reaction

-1.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.9%-26.1%
Q3 2025+3.0%+5.3%-11.4%
Q2 2025-1.0%+1.4%-4.4%
Q1 2025+1.3%+7.2%+9.8%
Q3 2024+0.7%+17.6%+33.2%
Q2 2024+10.9%+11.1%-2.5%
Q1 2024-1.8%-5.1%-17.0%

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