Airbnb, Inc. (ABNB) Form 8-K — Aug 6, 2026

$ABNBForm 8-KItems 2.02, 9.01Filed Aug 6, 2026, 4:02 PM ET0001193125-26-337928Original filing

Airbnb furnished an 8-K on August 6, 2026 with its Q2 2026 Shareholder Letter, reporting revenue of $3.6 billion, up 17% year over year, net income of $816 million at a 23% margin, and Adjusted EBITDA of $1.3 billion at a 35% margin. Management said the company exceeded its outlook across every key metric. Demand accelerated: Gross Booking Value rose 16% to $27.2 billion and Nights and Seats Booked grew 10% to 148.3 million, with net origin nights accelerating in core markets including the U.S., France, the UK, and Australia. Free cash flow was $1.3 billion in the quarter and trailing-twelve-month FCF reached $4.8 billion at a 37% margin.

Key figures

Eps: $1.27 diluted ($1.29 basic)
Revenue: $3.608B
Guidance: Q3 2026 revenue $4.69B-$4.77B (15-17% Y/Y growth, incl. ~3pt FX tailwind); Q3 Adjusted EBITDA margin down slightly Y/Y on investment timing; FY2026 revenue growth raised to at least mid-teens; FY2026 Adjusted EBITDA margin raised to at least 35.5%
Net Income: $816M (23% net income margin)
Total Debt: $2.48B long-term debt, net (no current portion as of June 30, 2026)
Revenue Yoy: 17% (13% ex-FX)
Total Assets: $28.75B
Cash Position: $12.1B (cash, cash equivalents, short-term investments, restricted cash)
Shares Outstanding: 590M common shares outstanding; 634M fully diluted (Jun 2026)
Adr: $184 (+5% Y/Y)
Unearned fees: $2.8B
Free cash flow: $1.253B (35% FCF margin, +30% Y/Y)
Adjusted ebitda: $1.261B (+21% Y/Y, 35% margin)
Implied take rate: 13.2%
Ttm free cash flow: $4.827B (37% margin)
App share of nights: 64% (up from 59% prior year)
Gross booking value: $27.2B (+16% Y/Y, +15% ex-FX)
Interest expense q2: $37M vs $6M in Q2 2025
One time tax benefit: $77M
Q2 share repurchases: $1.1B
Nights and seats booked: 148.3M (+10% Y/Y)
Stock based compensation: $897M in Q2 2026
Funds held on behalf of guests: $12.2B
Remaining buyback authorization: $3.4B

Price after filing

1 day: +1.7%7 days: +23.5%30 days: +21.4%

Close on the filing date to close N calendar days later (from $149.92). Historical, not a forecast.

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