Circle Internet Group, Inc. (CRCL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Circle Internet Group, Inc. reported $770.23 million in revenue for the quarter ended December 2025, showing no year-over-year change, with an EPS of $0.43 compared to $0 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $748.62 million by +2.89%, while the EPS surprised by +185.53% against the consensus estimate of $0.15 [1] Financial Performance - The company’s stock has returned -12.3% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.3% [3] - Circle Internet Group, Inc. currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3] Key Metrics - USDC in circulation at the end of the period was $75.3 billion, slightly below the average estimate of $76.4 billion [4] - The average USDC in circulation was $76.2 billion, compared to the estimated $75.48 billion [4] - The reserve return rate was reported at 3.8%, matching the average estimate [4] - Reserve income reached $733.4 million, surpassing the average estimate of $723.49 million [4] - Other revenue amounted to $36.84 million, exceeding the average estimate of $25.14 million [4]