Airbnb, Inc. (ABNB) · Nov 5, 2026 · Earnings

Airbnb earnings beat as bookings accelerate and guidance rises

Beat — Diluted EPS $3.16 vs ~$2.85 consensus; revenue $4.87B vs ~$4.75B

Airbnb earnings beat expectations, with bookings accelerating sharply and management raising its 2026 revenue-growth and margin outlook.

Airbnb is in the middle of broadening beyond its core home marketplace into hotels, services, partnerships, and AI-powered trip planning; its prior Q2 outlook called for 15%–17% Q3 revenue growth and at least a 35.5% full-year Adjusted EBITDA margin.

The quarter materially beat the operating bar. Q3 revenue reached $4.87 billion, 19% higher year over year, versus published consensus of about $4.75 billion; diluted EPS was $3.16 versus roughly $2.85 expected. Nights and Seats Booked accelerated to 16% growth, while GBV rose 21% to $27.7 billion. The key change is not just the earnings beat but the reacceleration in the marketplace itself.

Metric	Q3 2026	Q3 2025	Consensus
Diluted EPS (Income Statement)	$3.16	$2.21	$2.85
Revenue (Income Statement)	$4.869B	$4.095B	$4.75B
Nights and Seats Booked (Key Business Metrics)	155.0M	133.6M
Gross Booking Value (Key Business Metrics)	$27.7B	$22.9B
Adjusted EBITDA (Financial Performance)	$2.5B	$2.1B
Adjusted EBITDA Margin (Financial Performance)	52%	50%

The growth was broad rather than a single accounting boost. Nights and Seats Booked rose across every region, with North America delivering its strongest growth in four years and both Latin America and Asia Pacific above 20%. First-time booker growth reached 13%, the highest since early 2022, suggesting the product and geographic expansion work is beginning to widen the funnel. 〔0〕

The outlook was raised, making this more than a backward-looking beat. Airbnb now expects full-year 2026 revenue growth in the high teens and Adjusted EBITDA Margin of approximately 36%, up from the prior margin outlook of at least 35.5%. Q4 revenue guidance of $3.22 billion–$3.28 billion also implies 16%–18% growth. 〔1〕

The quality of the earnings is good, but not perfect. Adjusted EBITDA rose 22% and free cash flow reached $1.4 billion, while the GAAP net-income surge was helped by a $135 million reduction in the tax provision. The implied take rate declined to 17.6% because Reserve Now, Pay Later shifts GBV ahead of revenue recognition and because Airbnb is funding new initiatives, so faster bookings are not translating one-for-one into monetization yet.

AI is becoming an operating lever, not just a product theme. About 40% of customer-support issues were resolved without a human agent, up from one-third in Q2, and support cost per booking fell more than 17% year over year. The larger strategic bet—a specialized AI agent that can plan and book trips—is still ahead of the numbers, with rollout planned for the first half of 2027. 〔2〕

The new $12 billion buyback authorization reinforces capital-return capacity but does not change the operating story. Airbnb repurchased $0.7 billion of stock in Q3 and has reduced its fully diluted share count by approximately 10% since repurchases began; the authorization is meaningful, but the core surprise in this filing is accelerating demand and higher guidance, not financial engineering.

Bottom line: Airbnb delivered a genuine operating reacceleration, beat both revenue and EPS expectations, and raised its 2026 outlook. The business story is clearly stronger than it was entering the quarter, although lower take rate and tax benefits temper the quality of the headline profit growth.

What to watch next

AI travel agent rollout, first half 2027

Original filing on SEC EDGAR

More Airbnb, Inc. news

Bookings accelerated, guidance rose, and operating results modestly topped consensus

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Airbnb earnings beat as bookings accelerate and guidance rises

What to watch next

More Airbnb, Inc. news

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