Meta三季度营收646亿美元、同比增26%超预期：约99亿美元法律和解费用拖累账面利润，剔除后每股收益7.40美元

Meta Platforms 于 10 月 21 日盘后公布 2026 年第三季度业绩：总营收 646 亿美元、同比增长 26%，高于 FactSet 汇总分析师预期的约 633 亿美元；其中广告营收约 631 亿美元，仍为公司收入的绝对主体，Facebook、Instagram 与 WhatsApp 所在的 Family of Apps 板块营收约 642 亿美元。

利润端受一次性费用显著拖累。公司 8 月就青少年社交媒体成瘾相关多州诉讼达成和解，第三季度计入约 99 亿美元法律费用，账面每股收益为 3.83 美元、营业利润约 130 亿美元，均低于市场原先预期；公司表示，若剔除该笔一次性费用，每股收益为 7.40 美元。负责虚拟与增强现实业务的 Reality Labs 板块当季营收约 4.4 亿美元、营业亏损约 41 亿美元，亏损幅度小于市场预期的约 51 亿美元。

首席执行官扎克伯格在业绩声明中表示，公司本季度在「为所有人提供个人超级智能」的方向上取得多项里程碑，包括推出 Muse 与 Muse Wonder 等前沿模型，核心业务保持强劲，各项业务均在加速推进。

指引方面，Meta 预计第四季度营收在 730 亿至 760 亿美元之间，区间中点高于市场预期的约 736 亿美元；同时把全年总费用指引上调至 1,750 亿至 1,790 亿美元，以计入上述法律费用，并把全年资本开支指引收窄至 1,350 亿至 1,450 亿美元，公司称 2027 年将继续在核心业务与人工智能上积极投入。Meta 还宣布设立无投票权的 C 类普通股，计划于明年 1 月生效。业绩公布后，Meta 股价在盘后交易中上涨逾 2%。

关联：财报前瞻：Meta三季度业绩周三盘后公布：预期营收约633亿美元增逾两成，资本开支指引与Muse AI进展受关注

Meta Q3 Revenue Hits $64.6 Billion, Up 26% and Above Forecasts, as a Roughly $9.9 Billion Legal Charge Weighs on Reported Profit

Meta Platforms reported third-quarter 2026 results after the close on October 21: total revenue rose 26% year over year to $64.6 billion, above the roughly $63.3 billion analysts polled by FactSet had expected. Advertising revenue was about $63.1 billion, and the Family of Apps segment — Facebook, Instagram and WhatsApp — posted revenue of about $64.2 billion.

Profitability was weighed down by a one-time charge. Meta booked a legal charge of about $9.9 billion in the quarter tied to its August multi-state settlement of teen social-media addiction cases, leaving reported earnings of $3.83 per share and operating income of about $13 billion, both below earlier forecasts. Excluding the charge, the company said earnings would have been $7.40 per share. Reality Labs, its virtual and augmented reality unit, recorded revenue of about $440 million and an operating loss of about $4.1 billion, narrower than the roughly $5.1 billion loss expected.

Chief Executive Mark Zuckerberg said the company hit major milestones toward delivering personal superintelligence, including launching Muse and Muse Wonder, its first frontier models, adding that the core business is strong and the company is seeing velocity across the board.

For the fourth quarter, Meta guided revenue of $73 billion to $76 billion, with the midpoint above the roughly $73.6 billion consensus. It raised its full-year expense outlook to $175 billion to $179 billion to reflect the legal charge and narrowed its capital expenditure range to $135 billion to $145 billion, saying it will keep investing aggressively in its core business and AI in 2027. Meta also announced a new non-voting Class C common stock, effective in January. Shares rose more than 2% in after-hours trading.

Related: Preview: Meta Q3 Earnings Due After Wednesday's Close

来源：GSM·美国（原文链接）

图片来源：图：Meta 首席执行官扎克伯格（2025 年 9 月，白宫官方照片，公共领域），经维基共享资源。 / Photo: Meta CEO Mark Zuckerberg in September 2025. Official White House photo by Andrea Hanks, public domain, via Wikimedia Commons.

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