$ABNB · Airbnb, Inc.
Airbnb filed its Q3 FY2026 10-Q. Revenue grew 18.9% YoY to $4.869B, net income rose to $1.89B from $1.374B, and operating margin reached 41.5%. Diluted EPS was $3.16 versus $2.21 a year ago. The company repurchased 4.4M shares for $712M in the quarter, with $2.7B remaining under its buyback authorization.
- Revenue rose 18.9% YoY to $4.869B, driven by more Nights and Seats Booked and moderate ADR growth.
- Net income climbed to $1.89B from $1.374B a year earlier.
- Operating margin reached 41.5% for the quarter.
- Diluted EPS was $3.16 versus $2.21 in Q3 2025.
- Repurchased 4.4M shares for $712M; $2.7B remains authorized.
Extended-hours trading shows shares at $190.30, up 11.86% versus the $170.13 regular close, signaling a strongly positive reaction to the earnings beat.
Airbnb delivered accelerating profitability with 41.5% operating margin and 18.9% revenue growth, driving a double-digit after-hours rally.
Airbnb's 18.9% revenue growth and 41.5% operating margin reinforce its premium positioning among travel platforms despite macro uncertainty.
Constant-currency revenue growth of 16% trails reported growth, exposing sensitivity to foreign exchange. Rising sales and marketing spend (+19% YoY) pressures margin expansion.