NYSE$CRCL
Circle Internet Group Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open
Briefing
Circle reported Q4 2025, revenue of $770.2M, net income of $133.4M, diluted EPS of $0.43.
For Q4 2025, Circle reported revenue of $770.2M, net income of $133.4M, diluted EPS was $0.43 per the quarterly earnings release and SEC filing.
- Revenue $770.2M.
- Net income $133.4M.
- Diluted EPS $0.43.
Headline financials
Revenue & EPS history
Circle Internet Group Inc · Revenue · Quarterly
$770M
Forward guidance
FY26 other revenue $150–170M; USDC circulation 40% CAGR; adjusted opex $570–585M.
Tailwinds
- USDC circulation and reserve income growth.
- Arc testnet toward mainnet 2026.
- National trust charter progress.
Headwinds
- Stablecoin regulation.
- Reserve rate compression.
- Stock-based compensation.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports · overlaid with Q4 2025
+10.1%
Avg return
Earnings day
+6.8%
Avg return
5 days after
-2.5%
Avg return
30 days after
75%
3 / 4 earnings
Positive
+35.5%
Q4 2025
Best reaction
-12.2%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +15.8% | +0.0% | -30.6% | |
| Q4 2025 | +35.5% | +56.7% | +52.6% | |
| Q3 2025 | -12.2% | -22.1% | -15.1% | |
| Q2 2025 | +1.3% | -7.4% | -17.0% |
Discussion
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