Circle Reports Q3 2026 Earnings: Revenue Up 17% to $865 Million, Average USDC Circulation Reaches $73.3 Billion Circle disclosed that revenue and reserve income in the third quarter of 2026 rose 17% year-over-year to $865 million, while net income from continuing operations increased 5% to $226 million. Other income included $182 million from the ARC token presale. During the period, the average circulating supply of USDC stood at $73.3 billion, up 8% year-over-year. Circle also stated that it has completed the genesis mint of 10 billion ARC tokens and signed a definitive agreement to acquire cross-border payments platform Tazapay. The transaction is expected to close in 2027, subject to regulatory approval.(Historical earnings: For 2026Q2 (period ended 2026-06-30), Circle reported basic EPS of 0.42, diluted EPS of 0.39, net income of USD 0.103 billion, revenue from contracts with customers of USD 75.207 million, and total revenues of USD 1.395 billion. Consensus expectations: For 2026Q3 (event date 2026-11-04), consensus EPS is 0.3787 and consensus revenue is USD 0.788 billion.)