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Circle Internet Group Inc. Class A (CRCL) earnings date & stock reaction

Limited data

Circle Internet Group Inc. Class A · Financials

Circle Internet Group Inc. Class A earnings date & time

Next earningsWed, November 11 around 8:00 AM ET, before the openscheduled

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%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 5, 2026 reported
EPS consensus $0.16 → $0.18Rev $24M → $34M +41% YoY
Post-earnings price move
Next-day move
+0.1%
After 5 days
+12.5%
Price around earnings
Earnings callGrowth in USDC circulation and expansion of Arc platform-based business
“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.”
· Jeremy Allaire, CEO
“We believe that a 40% growth CAGR over several years through cycle is achievable.”
· Jeremy Fox-Geen, CFO
Positives
  • ▲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.
Concerns
  • ▼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.
Based on the Aug 5, 2026 earnings-call transcript. Quotes are verbatim.

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.

Up next day
4/5
80%
Fell despite growth
0/5
Good earnings ignored
Price when beating
+9.8%
avg over 4 beats
Price when missing
+1.3%
avg over 1 misses
Avg earnings move
±13.0%
typical swing on earnings
Biggest single move
+35.5%
'26.2 · largest reaction
🔑What actually moves this stock?
What really matters here
USDC in circulation and the interest income from it
In finance terms: USDC circulation · interest income
What to watch next report

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

Good results usually push the stock up
Up the next day 3 of 4 beats (75%)
Tends to keep drifting the same way for days
Day-one direction continued · 60% of last 5
vs Financials sector avg (202 peers)
This
+8.1%
Sector
+0.3%
Avg next-day reaction
Fell despite growth0/5

1/4 beats fell next day · watches USDC circulation · interest income

Next-day reaction
  • 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

Apr–Jun 2026 results
Reported 2026-08-05
Next-day move
+0.1%
After 5 days +12.5%
EPS consensus $0.16 → $0.18Rev $24M → $34M +41% YoY
Price around earnings

Earnings trend · last 12 quarters

EPS$0.18YoY +104%
'25.8'26.8
Revenue$0.0BYoY +41%
'25.8'26.8

Earnings history and price reaction

Circle Internet Group Inc. Class A across its last 5 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-05—+0.1%+12.5%
3/20262026-05-11—+15.9%+0.3%
12/20252026-02-25—+35.5%+62.3%
9/20252025-11-12—-12.2%-22.1%
6/20252025-08-12-453.1%†+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.