Circle Internet Group Inc. Class A (CRCL) earnings date & stock reaction
Limited dataCRCL · Circle Internet Group Inc. Class A · Financials
Circle Internet Group Inc. Class A earnings date & time
Schedule
- Korea time (KST)
- Wed, November 11
- Reporting pattern
- 5 of last 5 before open
- Typical move
- ±13.0% · 5-report avg
What the market expects
Consensus EPS
$0.36Coming in above this counts as a beat
- Year-ago quarter
- $0.64→-43.8%
“USDC circulation has remained resilient. While the broader digital asset market capitalization declined approximately 40% year-over-year, USDC circulation grew 19% over the same period.”
“We believe that a 40% growth CAGR over several years through cycle is achievable.”
- ▲USDC Circulation and Network Growth
- USDC circulation reached $73.3 billion this quarter, up 19% vs last year.
- On-chain transaction volume hit $14.8 trillion, a 151% increase vs last year.
- ▲Platform and Partnership Expansion
- Annualized transaction volume for CPN reached $14.7 billion, up 76% vs last quarter.
- Strengthened collaborations with major financial institutions like BlackRock and DTCC for the Arc platform.
- ▲Competitive Edge in Regulatory Compliance
- Received final approval from the OCC to establish a national trust bank.
- Maintains over 55 licenses and registrations globally, solidifying a compliant foundation.
- ▼Profitability Metrics and Margin Pressure
- Adjusted EBITDA margin was 50%, down 329bps vs last year.
- Reserve Return Rate was 3.5%, down 66bps vs last year.
- ▼Rising Operating Expenses and Growth Gap
- Adjusted operating expenses rose to $146 million, up 23% vs last year, increasing cost pressure.
- Total revenue growth of 7% lagged behind the 19% growth in USDC circulation.
Circle Internet Group Inc. Class A (CRCL) rose the day after earnings in 4 of its last 5 reports (80%), moving ±13.0% on average. It has fallen despite beating the consensus estimate 1 times.
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
1/4 beats fell next day · watches USDC circulation · interest income
- Jun 2026 report+0.1%
- Mar 2026 report+15.9%
- Dec 2025 report+35.5%
- Sep 2025 report-12.2%
- Jun 2025 report+1.3%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-05 | — | +0.1% | +12.5% |
| 3/2026 | 2026-05-11 | — | +15.9% | +0.3% |
| 12/2025 | 2026-02-25 | — | +35.5% | +62.3% |
| 9/2025 | 2025-11-12 | — | -12.2% | -22.1% |
| 6/2025 | 2025-08-12 | -453.1%† | +1.3% | -12.2% |
5 reports, quarters ending 6/2025 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Circle Internet Group Inc. Class A earnings date?
The next Circle Internet Group Inc. Class A (CRCL) earnings report is expected Wed, November 11 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Circle Internet Group Inc. Class A's next earnings?
Analysts expect EPS of about $0.36 for Circle Internet Group Inc. Class A (CRCL). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Circle Internet Group Inc. Class A (CRCL) stock usually go up after earnings?
Over the last 5 earnings reports, the stock rose on 4 of them (80%). The average move on earnings day was ±13.0%.
Does Circle Internet Group Inc. Class A react more to the earnings numbers or to guidance?
In 2 of the last 5 reports (40%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
