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Airbnb reported Q3 revenue growth of 19% to $4.9 billion. It raised 2026 full-year revenue growth guidance to high teens and adjusted EBITDA margin guidance to approximately 36%, and authorized a new $12 billion share repurchase program.
Airbnb posted Q3 2026 revenue of $4.9 billion, up 19% year-over-year. It raised full-year 2026 revenue growth guidance to the high teens, Adjusted EBITDA Margin to approximately 36%, and authorized $12 billion in share repurchases.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Airbnb delivered accelerating revenue and booking growth, expanded Adjusted EBITDA Margin, raised full-year guidance, generated strong cash flow, and expanded share repurchases. Headwinds include a lower take rate, higher cancellations, Q4 margin pressure, working-capital-related free-cash-flow drag, geopolitical monitoring, and low Instinct traffic.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA Margin non-GAAP | 35% | Q2 2026 | — |
| Adjusted EBITDA* non-GAAP | $1.3B | Q2 2026 | — |
| Average Daily Rate ("ADR") | $184 | Q2 2026 | — |
| Bedroom Nights Booked Y/Y | 12% | Q2 2026 | — |
| FCF non-GAAP | $1.25B | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 1.27B
-17M Purchases of property and equipment
= FCF 1.25B
|
|||
| FCF Margin non-GAAP | 35% | Three Months Ended June 30, 2026 filing | — |
| Free Cash Flow non-GAAP | 1.3B | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 1.27B
-17M Purchases of property and equipment
= Free Cash Flow 1.25B
|
|||
| GBV Y/Y | 16% | Q2 2026 | — |
| GBV Y/Y (ex-FX) | 15% | Q2 2026 | — |
| Gross Booking Value | $56.4B | Six Months Ended June 30, 2026 | — |
| Implied take rate | 13.2% | Q2 2026 | — |
| Nights and Seats Booked | 304.5M | Six Months Ended June 30, 2026 | — |
| Nights and Seats Booked Y/Y | 10% | Q2 2026 | — |
| TTM Free Cash Flow non-GAAP | 4.8B | TTM Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ABNB
this stock
Airbnb, Inc.
|
$111.46B | +37.6% | +10.3% | 34.8 | 2.2% |
|
BKNG
Booking Holdings Inc.
|
$118.68B | — | +13.4% | 17.3 | 2.3% |
|
RCL
Royal Caribbean Cruises Ltd
|
$86.47B | +15.9% | +3.3% | 19.1 | 4.3% |
|
VIK
Viking Holdings Ltd
|
$40.14B | +25.9% | — | — | 2.2% |
|
CCL
Carnival Corp Ltd.
|
$39.30B | -4.3% | +7.8% | 12.7 | 3.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Airbnb posted Q3 2026 revenue of $4.9 billion, up 19% year-over-year. It raised full-year 2026 revenue growth guidance to the high teens, Adjusted EBITDA Margin to approximately 36%, and authorized $12 billion in share repurchases.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ABNB | -1.7% | +7.5% | +40.8% | +13.6% | +37.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.3% | +8.7% | +40.3% | +13.8% | +27.0% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
