Airbnb - FY2026 Q3 Earnings
$ABNB $188.10 [+10.6% AH]
✅ Revenue: $4.9B (Est: $4.8B) [+19% YoY]
✅ EPS: $3.16 (Est: $2.65) [+43% YoY], GAAP, tax rate 13% vs 23% year-ago
Additional Metrics:
Gross Margin: 86.6%
Operating Income: $2.0B [+24% YoY]
Operating Margin: 41.5%
Net Income: $1.9B [+38% YoY]
Adjusted EBITDA: $2.5B (Est: $2.4B) [+22% YoY]
Adjusted EBITDA Margin: 52%
Gross Booking Value: $27.7B [+21% YoY]
Nights and Seats Booked: 155.0M [+16% YoY]
ADR: $178.83 [+4% YoY]
Operating Cash Flow: $1.5B [+11% YoY]
Free Cash Flow: $1.4B [+6% YoY]
Cash and Liquid Assets: $12.6B
Share Repurchases: $0.7B, new $12B authorization
Q4 2026 Guidance:
✅ Revenue: $3.22-3.28B (Est: $3.22B) [+16-18% YoY]
GBV Growth: mid-teens YoY
Adjusted EBITDA Margin: down slightly YoY
FY2026 Guidance:
Revenue Growth: high-teens YoY (Prior: at least mid-teens)
Adjusted EBITDA Margin: about 36% (Prior: at least 35.5%)
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