Airbnb, Inc.: EPS $3.16 vs $2.85 expected; revenue $4.87B vs $4.75B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.16 | 2.85 | +10.9% | 2.21 |
| Revenue (USD bn) | 4.87 | 4.75 | +2.6% | 4.10 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 5, 2026 | Q3 FY2026 | 3.16 | 2.8500 | +10.9% | 4.87 | 4.75 | +2.6% |
| Aug 6, 2026 | Q2 FY2026 | 1.37 | 1.2600 | +8.7% | 3.61 | 3.58 | +0.8% |
| May 7, 2026 | Q1 FY2026 | 0.26 | 0.3041 | −14.5% | 2.68 | 2.62 | +2.3% |
| Feb 12, 2026 | Q4 FY2025 | 0.56 | 0.6660 | −15.9% | 2.78 | 2.71 | +2.3% |
| Nov 6, 2025 | Q3 FY2025 | 2.21 | 2.3100 | −4.3% | 4.10 | 4.08 | +0.4% |
| Aug 6, 2025 | Q2 FY2025 | 1.03 | 0.9370 | +9.9% | 3.10 | 3.03 | +2.2% |
| May 1, 2025 | Q1 FY2025 | 0.24 | 0.2335 | +2.8% | 2.27 | 2.26 | +0.5% |
| Feb 13, 2025 | Q4 FY2024 | 0.73 | 0.6100 | +19.7% | 2.48 | 2.42 | +2.4% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Airbnb, Inc. results: EPS $3.16 vs $2.85 expected; revenue $4.87B vs $4.75B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 10.9%; revenue above the estimate by 2.6%.
Revenue was up 18.9% from $4.10 billion a year earlier (Q3 FY2025). EPS was up 43.0% from $2.21 a year earlier. On its record, EPS topped analysts' estimates in 4 of 7 earlier comparable reports.
What the results mean
According to the company's results release, management raised its financial outlook.
Airbnb’s release focuses on making accommodation discovery easier and turning searches into bookings. Planning tools bring together recommendations from personal contacts and neighborhood information, while host tools support availability management, pricing, and filling unbooked nights. The company said neighborhood pages supported bookings during their Paris rollout, connecting improvements in the selection experience with platform activity.
Expanding hotels, services, and partnerships provides a way to attract guests to the home rental business. The company reported that guests who initially booked hotels returned to book homes, while car rental bookings grew. These activities illustrate how the platform can serve varied travel needs and open channels for customer acquisition.
Management highlighted artificial intelligence as a driver of product development and operating efficiency. The release linked declining customer support costs per booking to improvements in its automated assistant and presented tools for search, comparison, and property management. The operational significance lies in combining easier booking with a reduced service burden.
What to watch on the earnings call: Demand durability and search conversion into bookings, the role of hotels and partnerships in bringing guests to homes, adoption of travel services and host tools, the automated assistant’s effect on support costs and service quality, and spending on artificial intelligence for trip planning and booking and its implications for margins.
For the full analysis of Airbnb, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.