NASDAQ$XXI

Twenty One Capital Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Twenty One Capital reported Q1 2026 net loss of $859.7M ($1.32 per share) on Bitcoin fair-value marks, with minimal operating revenue.

For the quarter ended March 31, 2026, Twenty One Capital had no operating revenue, operating expenses of $10.6 million, and a net loss of $859.7 million ($1.32 basic and diluted per Class A/B share), primarily from an $847.8 million decrease in fair value of digital assets (Bitcoin treasury). Interest expense was $1.3 million. The company is accumulating Bitcoin and developing educational and financial-services initiatives.

  • Net loss $859.7M driven by Bitcoin fair-value adjustment.
  • Operating expenses $10.6M; no product revenue yet.
  • Loss per share $1.32 on ~346M Class A shares outstanding.
  • Strategy focused on Bitcoin treasury and future financial services.

Headline financials

Total Revenue

$3.18K

No prior period
EPS (adj)

-$1.32

No prior period
Net Income

-$860M

No prior period
Operating Income

-$10.6M

No prior period
Gross Profit

$3.18K

No prior period
Cash & Equivalents

$114M

No prior period
Total Assets

$3.07B

No prior period

Revenue & EPS history

Cantor Equity Partners Inc Class A · Revenue · Quarterly

$3.18K

Q1 2026

Forward guidance

No product revenue guidance; corporate plan centers on Bitcoin accumulation and future regulated financial offerings subject to approvals.

Tailwinds

  • Treasury strategy aligned with long-term Bitcoin adoption thesis.
  • Operating cash burn modest relative to asset marks.

Headwinds

  • Earnings highly volatile with Bitcoin prices.
  • No near-term operating revenue stream.

Historical earnings impact

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

Avg. return before/after earnings

Based on 1 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.5%

Avg return

Earnings day

-9.2%

Avg return

5 days after

-28.1%

Avg return

30 days after

0%

0 / 2 earnings

Positive

+0.0%

Q3 2025

Best reaction

-5.0%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-6.8%-30.9%
Q3 2025+0.0%-11.6%-25.3%

Discussion

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