Meta Reports Third Quarter 2026 Results
Meta reported Q3 2026 revenue of $64.60 billion, up 26% year-over-year, with diluted EPS of $3.83 versus $1.05 a year ago. Results include a $9.89 billion charge for the agreement with 52 state attorneys general over teen mental health litigation; excluding it, operating income would have been $22.88 billion and EPS $7.40, but GAAP operating margin still fell from 40% to 20% and free cash flow was negative $2.12 billion on $34.91 billion of capex.
Key figures
- Eps
- 3.83
- Revenue
- 64601000000
- Guidance
- Q4 2026 revenue $73-76B; FY2026 total expenses $175-179B; 2026 capex $135-145B; Q4 tax rate 15-17%; 2026 Reality Labs losses $18-19B, narrowing to ~$15B next year
- Revenue Yoy
- 26%
- Capex
- 34910000000
- Headcount
- 66775
- Family dap
- 3.64 billion
- Net income
- 9860000000
- Adjusted eps
- 7.4
- Legal charge
- 9890000000
- Headcount yoy
- -15%
- Operating income
- 12988000000
- Operating margin
- 20%
- Price per ad yoy
- 14%
- Ad impressions yoy
- 10%
- Cash and securities
- 82450000000
- Operating cash flow
- 32790000000
- Settlement max payments
- $18.59 billion
AI analysis
Red flags5 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.