ABNBConsumer & retailairbnb.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.48B | $2.27B | $3.10B | $4.09B | $2.78B | $2.68B | $3.61B | $4.87B | ▲ +18.9% |
| Gross profit | $2.05B | $1.77B | $2.55B | $3.55B | $2.29B | $2.10B | $2.98B | $4.22B | ▲ +19.0% |
| Operating income | $430.00M | $38.00M | $612.00M | $1.63B | $269.00M | $86.00M | $758.00M | $2.02B | ▲ +24.4% |
| Net income | $461.00M | $154.00M | $642.00M | $1.37B | $341.00M | $160.00M | $816.00M | $1.89B | ▲ +37.6% |
| R&D | $538.00M | $568.00M | $610.00M | $587.00M | $589.00M | $638.00M | $672.00M | $664.00M | ▲ +13.1% |
| EPS (diluted)never filed | — | — | — | — | — | — | — | — | — |
| Margins (% of revenue) | |||||||||
| Gross | 82.8 % | 77.7 % | 82.4 % | 86.6 % | 82.5 % | 78.3 % | 82.5 % | 86.6 % | ▲ +0.0 pt |
| Operating | 17.3 % | 1.7 % | 19.8 % | 39.7 % | 9.7 % | 3.2 % | 21.0 % | 41.5 % | ▲ +1.8 pt |
| Net | 18.6 % | 6.8 % | 20.7 % | 33.6 % | 12.3 % | 6.0 % | 22.6 % | 38.8 % | ▲ +5.3 pt |
| Balance sheet | |||||||||
| Assets | $20.96B | $25.06B | $26.99B | $23.06B | $22.21B | $26.83B | $28.75B | $24.37B | ▲ +5.7% |
| Liabilities | $12.55B | $17.12B | $19.21B | $14.45B | $14.01B | $19.19B | $20.95B | $15.06B | ▲ +4.2% |
| Equity | $8.41B | $7.94B | $7.78B | $8.61B | $8.20B | $7.64B | $7.80B | $9.31B | ▲ +8.2% |
| Cash | $6.86B | $7.60B | $7.40B | $7.53B | $6.56B | $7.04B | $6.82B | $7.27B | ▼ -3.4% |
| Capital | |||||||||
| Shares outstandingnever filed | — | — | — | — | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.