Airbnb, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
39analysts covering
FY Revenue (est.)
$14.1Bnext fiscal year
FY EPS (est.)
$5.29next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Nights and Seats Booked year-over-year growth (%) Quarterly10.0%Target: Q3 2026: low double-digit year-over-year growth
Quarterly revenue (USD billions) Quarterly3.6Target: Q3 2026: $4.69-$4.77 billion
Adjusted EBITDA margin (%) Quarterly35.0%Target: FY2026: at least 35.5%
Watch Items
- Q3 2026 revenue delivery relative to company guidanceAction: Reassess demand momentum and execution if revenue falls below the company's guidance floor.
- Full-year 2026 Adjusted EBITDA margin relative to company guidanceAction: Review whether growth investments or operating costs are eroding the operating leverage embedded in the base case.
Research as of 29 Aug 2026