Airbnb, Inc. (ABNB) Form 8-K — Nov 5, 2026
Airbnb delivered a strong Q3 2026: revenue of $4.9B grew 19% year-over-year, net income rose to $1.9B (39% margin), and Nights and Seats Booked accelerated to 16% growth — the fastest in years. The company announced a new $12 billion share repurchase authorization on top of $2.7B remaining, repurchased $0.7B in Q3, and entered a new $1.0B five-year revolving credit facility. Airbnb raised its full-year 2026 outlook for both revenue growth (high teens) and Adjusted EBITDA Margin (~36%), citing healthy global travel demand and its accelerating AI-driven product roadmap.
Key figures
- Eps
- 3.16 (diluted)
- Revenue
- 4869000000
- Guidance
- Q4 2026 revenue $3.22B-$3.28B (16-18% YoY growth); FY2026 revenue growth in the high teens; FY2026 Adjusted EBITDA Margin ~36%
- Net Income
- 1890000000
- Total Debt
- $2.371B long-term debt
- Revenue Yoy
- 19%
- Total Assets
- 24369000000
- Cash Position
- $12.6B cash, short-term investments, and restricted cash
- Shares Outstanding
- 628M common shares outstanding / 665M fully diluted
- Adr
- $179 (+4% YoY)
- Take rate
- 17.6%
- Free cash flow
- $1.4B (29% margin)
- Q3 repurchases
- $0.7B
- Adjusted ebitda
- $2.5B (+22% YoY, 52% margin)
- Ttm free cash flow
- $4.9B (35% margin)
- Gross booking value
- $27.7B (+21% YoY)
- New credit facility
- $1.0B five-year unsecured revolving credit facility
- Airbnborg commitment
- $500M over five years
- Nights and seats booked
- 155.0M (+16% YoY)
- New buyback authorization
- $12B
- Existing buyback authorization remaining
- $2.7B
AI analysis
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