Airbnb's asset-light marketplace model continues to demonstrate resilient gross margins (82.5% in 2026Q2) and robust free cash flow conversion, with cumulative operating cash flow of $12.4B over ten quarters exceeding cumulative net income of $6.2B.
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Revenue growth decelerated to 16.5% in 2026Q2 from 17.8% in 2024Q1, while gross margins remained stable at 82.5%, though operating margins exhibit extreme seasonality swinging from 1.7% in 2025Q1 to 39.7% in 2025Q3.
Airbnb dominates the vacation rental market with 8 million listings across 220+ countries, offering unparalleled choice and accessibility.
The platform expands beyond accommodations with Experiences and Services, deepening user engagement and creating additional revenue streams.
As the world's largest community-driven hospitality company, Airbnb enjoys strong brand affinity and a network effect from its global user base.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $3.16+10.9% vs $2.85 | $4.9B+2.6% vs $4.7B |
Q3 2026 Aug 6, 2026 | $1.37+8.7% vs $1.26 | $3.6B+0.8% vs $3.6B |
Q2 2026 May 7, 2026 | $0.26-14.5% vs $0.30 | $2.7B+2.3% vs $2.6B |
Q1 2026 Feb 12, 2026 | $0.56-15.9% vs $0.67 | $2.8B+2.3% vs $2.7B |
Airbnb's third-quarter revenue grew 19%, and earnings beat analysts' estimates by a wide margin. Management raised its full-year outlook and now expects revenue growth in the high teens.
Airbnb's free cash flow is surging. The company announced a $12 billion stock repurchase plan.
Airbnb Inc. (NASDAQ:ABNB) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
When stock prices fall, every buyback dollar goes further. These five companies are taking advantage.
Benchmark ABNB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Airbnb, Inc. (ABNB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $189.99 | $112.76B | 47.14 | 10.26% | 20.51% | 30.23% | — | |
| $160.67 | $124.5B | 24.27 | 13.39% | 25.52% | — | 0.95% | |
| $259.24 | $29.68B | 26.43 | 7.61% | 12.97% | 86.21% | 0.58% | |
| $7.00 | $814.53M | 22.58 | 3.05% | 0.28% | 0.76% | — | |
| $44.37 | $27.94B | 6.39 | 13.91% | 36.97% | 14.42% | 0.69% | |
| $370.45 | $83.38B | 60.53 | 7.74% | 13.4% | — | 0.16% |
Airbnb, Inc. (ABNB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Airbnb, Inc. (ABNB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 11, 2026·SEC
May 7, 2026·SEC
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Airbnb, Inc. (ABNB) stock FAQ — growth, dividends, profitability & financials explained
Airbnb, Inc. (ABNB) reported $13.16B in revenue over the trailing twelve months. Revenue was $12.24B in fiscal year 2025. That is 235% more than the $3.65B of fiscal year 2018.
Airbnb, Inc. (ABNB) grew revenue by 10.3% in fiscal year 2025, compared with the prior fiscal year.
Yes. Airbnb, Inc. (ABNB) earned $2.69B in net income over the trailing twelve months (a 20.4% net margin).
Airbnb, Inc. (ABNB) had a return on equity (ROE) of 30.2% in fiscal year 2025. That is well above the market's typical 10-15%.
Airbnb, Inc. (ABNB) generated $4.87B in free cash flow over the trailing twelve months.
