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$CRCL Q1โ€™26 EARNINGS HIGHLIGHTS

๊ฒŒ์‹œ
2026.05.11 19:41
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๐Ÿ”น Revenue: $694.13M (Est $714.88M) ๐Ÿ”ด ; +20% YoY
๐Ÿ”น EPS: $0.21 (Est $0.18) ๐ŸŸข
๐Ÿ”น USDC In Circulation: $77.0B; +28% YoY
๐Ÿ”น USDC Onchain Transaction Volume: $21.5T; +263% YoY
๐Ÿ”น Adj EBITDA: $151M; +24% YoY

Other Metrics:
๐Ÿ”น Reserve Income: $653M; +17% YoY
๐Ÿ”น Revenue Less Distribution Costs: $287M; +24% YoY
๐Ÿ”น RLDC Margin: 41%
๐Ÿ”น USDC On Platform: $13.7B; +254% YoY
๐Ÿ”น Meaningful Wallets: 7.2M; +47% YoY

FY26 Guide:
๐Ÿ”น Other Revenue: $150M-$170M
๐Ÿ”น RLDC Margin: 38%-40%
๐Ÿ”น Adjusted Operating Expenses: $570M-$585M
๐Ÿ”น USDC In Circulation: 40% CAGR through cycle