Airbnb (ABNB) Earnings Date & Reports

Key Takeaways

• Airbnb (ABNB) is scheduled to report its third quarter 2026 results after the market close on Thursday, November 5, 2026.
• Wall Street expects revenue of roughly $4.75 billion, which would mark year-over-year growth of about 16% from the prior-year quarter.
• Analysts on average project earnings of approximately $2.89 per share, up roughly 30% compared with the same period last year.
• Airbnb topped consensus revenue estimates in each of its last four quarters, though its earnings-per-share performance has been mixed.
• Investors will focus on nights and experiences booked, average daily rates (the average price paid per booked night), and guidance for the seasonally slower fourth quarter.
• For more on this ticker, explore Airbnb's Major News, Today's Price Move, Price Targets, and Forecast pages.
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Earnings Context and Why It Matters

Airbnb's third quarter report is a closely watched signal for the broader travel and leisure economy. The summer months are the company's strongest seasonal period, making this print a key gauge of consumer demand, pricing power, and international travel momentum. Coming off a second quarter in which revenue grew roughly 16.5% year over year, investors are looking for confirmation that growth remains durable as the industry normalizes after several years of post-pandemic expansion. The results will also set the tone for how the market views the seasonally slower holiday and winter quarters, when Airbnb has historically leaned on stronger international and long-stay demand to offset softer North American leisure booking.

Earnings Expectations

Consensus estimates point to a robust quarter. Analysts on average expect Airbnb to report revenue of approximately $4.75 billion, an increase of about 16% from the $4.09 billion recorded in the third quarter of 2025. Earnings are projected to come in near $2.89 per share, up roughly 30% from $2.21 per share in the same period last year. For context, Airbnb reported second quarter 2026 revenue of $3.61 billion and earnings of $1.37 per share, beating consensus revenue expectations and exceeding the earnings-per-share estimate. Beyond the headline figures, investors will watch nights and experiences booked, average daily rates, and any commentary on marketing spend, as these factors have recently influenced profitability.

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Market Reaction and Investor Sentiment

Sentiment heading into the report is cautiously optimistic but mixed. Airbnb has a strong recent track record on the top line, having exceeded consensus revenue estimates in each of its last four quarters, yet its earnings-per-share surprises have been uneven. Analysts have nudged consensus estimates slightly higher over the past month, reflecting a degree of confidence in steady demand, while the stock has traded with elevated volatility as investors weigh resilient travel spending against concerns about a potential slowdown in consumer discretionary budgets. The shares also carry a premium valuation relative to industry peers, which raises the bar for the company to justify its multiple with continued growth.

Forward Outlook and Key Factors to Monitor

Following the report, investors should focus first on the company's fourth quarter guidance, which will offer the clearest read on how Airbnb expects the seasonally softer winter period to unfold. Historically, the company has leaned on international travel and longer stays to balance softer North American leisure demand during these months.

Average daily rates will also be a key metric. If pricing growth remains stable without discouraging bookings, it would support the view that demand is holding up. Conversely, any sign that the company is discounting to fill inventory could pressure margins and raise questions about the health of consumer travel budgets.

Finally, watch for commentary on marketing and product investment. Airbnb has periodically increased spending to support brand awareness and new initiatives, and any change in that trajectory could influence how efficiently revenue converts to profit. Together, these factors will shape the market's interpretation of whether Airbnb's growth story remains intact heading into 2027.

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