EarningsQ2 2026 Earnings Report
MX:ABNB Q2 2026 EPS Results
Actual EPS$24.88
Consensus EPS$22.90
Beat/MissBeat by +$1.98
One Year Ago EPS$18.71
MX:ABNB Q2 2026 Revenue Results
Actual Revenue$65.53B
Expected Revenue$65.02B
Beat/MissBeat by +$504.21M
YoY Revenue Growth+16.54%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeAfter Close
Conference CallThursday, August 6, 2026
MX:ABNB Upcoming Earnings
Airbnb's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:ABNB Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational and financial momentum—healthy top-line growth (revenue +17%, GBV +16%), improved profitability (adjusted EBITDA margin expansion and raised full-year targets), robust cash generation ($1.3B FCF in Q2; $4.8B LTM) and successful early traction in hotels and ancillary services. AI-driven product acceleration and measurable efficiency gains (customer support cost -16% per booking) underpin the optimism. Near-term caveats include RNPL timing effects on fee recognition, elevated AI/investment spending that pressures Q3 margins slightly, and the fact that newer product lines (experiences, many services) remain early-stage. Overall, positives materially outweigh the challenges, supporting an optimistic outlook.Company Guidance
Top-line and booking volume growth
Revenue grew 17% year-over-year to $3.6 billion in Q2 2026; Gross Booking Value (GBV) grew 16% year-over-year to $27.2 billion. Nights and seats booked increased 10% year-over-year, with nights booked on the app up 23% year-over-year and now representing 64% of total nights (vs. 59% a year ago).
Improved monetization and ADR
Average daily rate (ADR) increased 5% year-over-year (4% ex-FX), with notable strength in North America and Europe. Reserve Now, Pay Later (RNPL) drove over 20% of total GBV in Q2 and contributed to longer lead times and higher ADR.
Profitability, cash generation, and shareholder return
Adjusted EBITDA was $1.3 billion with a 35% margin (expand over 100 bps year-over-year). Net income was $816 million (including a $77 million tax benefit). Q2 free cash flow was $1.3 billion and trailing 12‑month free cash flow was $4.8 billion (37% FCF margin). The company repurchased $1.1 billion of common stock in Q2.
AI-driven product acceleration and efficiency gains
Airbnb reports being AI-native with faster feature delivery (time from concept to launch reduced by as much as 60%; ~80% more features shipped vs prior six months). AI-powered support resolved ~45% of issues without human agents and lowered customer support costs per booking by ~16% year-over-year.
Geographic and cohort expansion
Expansion markets outpaced core markets—net nights booked grew roughly twice as fast in expansion markets. Regional growth: high single-digits in North America and Europe (Europe recovering from Q1 headwinds), ~20% in Latin America, and high-teens in Asia-Pacific. First-time bookers accelerated to 11% growth (highest in four years), led by Gen Z.
Hotels and ancillary services gaining traction
Hotels (still single-digit % of nights) are growing ~3x faster than homes and are bringing new guests—~35% of first-time hotel guests return to book a home. Airbnb expanded Services (grocery delivery, car rental, airport pickup, luggage storage) and added Resort Passes; Experiences supply increased nearly 80% year-over-year in Q2 with bookings accelerating sequentially.
Raised guidance for Q3 and full year
Q3 revenue outlook of $4.69B–$4.77B (15%–17% YoY) and GBV expected in the mid-teens YoY. Full-year 2026 guidance raised to at least mid-teens revenue growth (up from low-to-mid-teens) and adjusted EBITDA margin now expected to be at least 35.5% (up from 35%).
MX:ABNB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed