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Nasdaq · Consumer Discretionary

Airbnb, Inc. (ABNB)

As-reported financials and recent SEC filings for Airbnb, Inc., latest fiscal period FY2025. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Airbnb, Inc.

Airbnb, Inc. operates a global online marketplace that connects guests with hosts offering unique stays, experiences, and services in over 220 countries and regions. The company provides a platform for hosts to list and manage their properties and for guests to discover and book accommodations and activities through its website and mobile app. Airbnb serves a global community of hosts and travelers, supporting secure payments, customer support, and trust and safety features.

Snapshot

Revenue
$12.24B
Revenue growth (YoY)
10.3%
Net income
$2.51B
Diluted EPS
Gross margin
83.0%
Operating margin
20.8%
Net margin
20.5%
FCF margin
ROE
30.6%
P/E (TTM)
36.3×
Market cap
$87.16B
Debt / equity
0.0×

Fundamentals are from SEC filings. P/E and market cap are derived from recent market prices, refreshed on a rolling basis (typically within the past week).

What changed at Airbnb

  • Revenue grew 10.3% to $12.2B in FY2025, in line with the 11.9% the year before.
  • Operating margin is 20.8% in FY2025, +13.6 pp against 7.2% in FY2021.
  • Most recent quarter Q1 FY2026: revenue $2.7B, up 17.9% from Q1 FY2025.
  • Net income fell 5.2% to $2.5B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Airbnb’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin83.0%
99th percentile of 275
Operating margin20.8%
93rd percentile of 348
Net margin20.5%
97th percentile of 377
Revenue growth (YoY)+10.3%
78th percentile of 394
ROE30.6%
85th percentile of 343
P/E (TTM)36.3×
81st percentile of 249
Debt / equity0.00×
1st percentile of 232
Short interest4.44d
48th percentile of 401

Airbnb’s gross margin of 83.0% ranks in the 99th percentile of the 275 Consumer Discretionary companies reporting it. Airbnb’s debt to equity of 0.00 ranks in the 1st percentile of the 232 Consumer Discretionary companies reporting it. Airbnb’s net margin of 20.5% ranks in the 97th percentile of the 377 Consumer Discretionary companies reporting it.

No open-market insider buys in the last 90 days; 114 insider sales totaling $384.5M. For context, about 16% of companies in the universe saw any open-market insider buying in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 7 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F (latest Q1 2026).

Conviction investors
7
+7 quant / multi-strat
Initiated / added
7
0 new, 7 added
Reduced / exited
8
7 trimmed, 1 exited
Combined position
$5.67B
reported long value
InvestorAs ofPosition valueSharesChange
Harris Associates (Oakmark)Q1 2026$2.42B19.2MAdded
AQR Capital ManagementquantQ1 2026$997.4M8.0MAdded
Two Sigma InvestmentsquantQ1 2026$436.8M3.5MAdded
Citadel AdvisorsquantQ1 2026$381.3M3.0MAdded
D. E. ShawquantQ1 2026$325.4M2.6MReduced
Polen Capital ManagementQ1 2026$287.1M2.3MReduced
Akre Capital ManagementQ1 2026$256.9M2.0MReduced
Renaissance TechnologiesquantQ1 2026$231.2M1.8MReduced
Point72 Asset ManagementquantQ1 2026$106.5M843.7KAdded
Millennium ManagementquantQ1 2026$98.2M777.3KAdded
Gotham Asset ManagementQ1 2026$78.5M621.3KReduced
Markel GroupQ1 2026$30.6M242.4KAdded
ARK Investment ManagementQ1 2026$20.4M161.7KReduced
Bridgewater AssociatesQ1 2026$3.4M27.0KReduced

No longer held by: Maverick Capital (as of Q1 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
open-market
Bought (90d)
open-market value
Sells (90d)
114
$384.5M
Signal
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-20
filed 2026-07-22
Blecharczyk NathanChief Strategy OfficerSell12.0K$145.32$1.7M
2026-07-20
filed 2026-07-22
Blecharczyk NathanChief Strategy OfficerSell1.6K$146.23$241K
2026-07-16
filed 2026-07-17
Gebbia JosephDirectorSell49.6K$150.23$7.4M
2026-07-15
filed 2026-07-17
Gebbia JosephDirectorSell187.0K$150.15$28.1M
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell219.7K$145.34$31.9M
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell19.7K$144.62$2.8M
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell8.2K$147.44$1.2M
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell6.3K$146.46$917K
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell5.3K$148.63$781K
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell4.2K$149.34$632K
2026-07-13
filed 2026-07-15
Gebbia JosephDirectorSell1.6K$143.88$236K
2026-07-07
filed 2026-07-09
Gebbia JosephDirectorSell2.5K$150.00$369K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
14.0M
settled 2026-07-15
Change vs prior
-6.0%
vs previous settlement
Days to cover
4.44
at avg daily volume
Avg daily volume
3.2M
FINRA reported
SettlementShares shortChangeDays to cover
2026-07-1514.0M-6.0%4.44
2026-06-3014.9M+1.7%3.44
2026-06-1514.6M-0.6%3.97
2026-05-2914.7M+5.9%3.73
2026-05-1513.9M-17.0%3.31
2026-04-3016.8M+16.1%5.23
2026-04-1514.4M+0.2%4.52
2026-03-3114.4M-0.4%4.03

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$12.24B$11.10B$9.92B$8.40B$5.99B
Gross profit$10.15B$9.22B$8.21B$6.90B$4.84B
Operating income$2.54B$2.55B$1.52B$1.80B$429.0M
Net income$2.51B$2.65B$4.79B$1.89B$-352.0M
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$4.65B$4.52B$3.88B$3.43B$2.31B
Capital expenditure$25.0M$25.0M
Free cash flow$3.40B$2.29B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$2.68B17.9%$160.0M
Q4 FY2025$2.78B12.0%$341.0M$0.56
Q3 FY2025$4.09B9.7%$1.37B
Q2 FY2025$3.10B12.7%$642.0M
Q1 FY2025$2.27B6.1%$154.0M
Q4 FY2024$2.48B11.8%$461.0M$0.72
Q3 FY2024$3.73B9.9%$1.37B
Q2 FY2024$2.75B10.6%$555.0M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryServices-To Dwellings & Other Buildings
Fiscal year endDecember 31
Latest fiscal periodFY2025
SEC filings since2023
SEC CIK1559720

Recent SEC filings

10-K2026-02-12
View on EDGAR →
10-K2025-02-13
View on EDGAR →
10-Q2026-05-07
View on EDGAR →
10-Q2025-11-06
View on EDGAR →
10-Q2025-08-06
View on EDGAR →
10-Q2025-05-01
View on EDGAR →
8-K2026-06-11
View on EDGAR →
8-K2026-05-07
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.