Circle Internet Group, Inc.

For the period ended Sep 30, 2026. Filed Nov 4, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 4, 2026

CRCL$64.98-3.8%Stored close · as of Nov 10, 2026

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Contents

Condensed Consolidated Statements Of Operations

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (unaudited)

(in thousands, except per share information)	Three Months Ended September 30,		Nine Months Ended September 30,
	2026	2025	2026	2025
Revenue and reserve income
Reserve income	$657,624	$711,241	$1,977,865	$1,903,426
Other revenue	207,264	28,518	282,471	72,984
Total revenue and reserve income	864,888	739,759	2,260,336	1,976,410
Distribution, transaction and other costs
Distribution and transaction costs	409,169	447,199	1,224,985	1,200,983
Other costs	2,465	413	5,900	1,218
Total distribution, transaction and other costs	411,634	447,612	1,230,885	1,202,201
Operating expenses
Compensation expenses	124,130	129,295	396,256	708,307
General and administrative expenses	59,542	45,477	183,076	119,301
Depreciation and amortization expenses	34,169	23,002	90,832	51,091
IT infrastructure costs	17,919	9,401	47,000	25,833
Marketing expenses	11,318	5,623	26,592	17,393
Digital assets losses (gains)	(2,158)	(1,671)	(2,000)	3,906
Total operating expenses	244,920	211,127	741,756	925,831
Operating income (loss) from continuing operations	208,334	81,020	287,695	(151,622)
Other income (expense), net	19,915	72,071	49,545	(91,453)
Net income (loss) from continuing operations before income taxes	228,249	153,091	337,240	(243,075)
Income tax expense (benefit)	2,237	(61,294)	7,768	(40,151)
Net income (loss) from continuing operations	226,012	214,385	329,472	(202,924)
Less: Net loss attributable to noncontrolling interests	(12)	—	(26)	—
Net income (loss) attributable to common stockholders	$226,024	$214,385	$329,498	$(202,924)
Earnings (loss) per share attributable to common stockholders:
Basic	$0.89	$0.93	$1.33	$(1.53)
Diluted	$0.84	$0.64	$1.23	$(1.53)
Weighted-average common shares used in computing earnings (loss) per share attributable to common stockholders:
Basic	253,070	229,895	248,463	132,422
Diluted	267,776	266,682	268,155	132,422

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.