NASDAQ$ABNB

Airbnb Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Airbnb reported Q3 2025 revenue of $4.10B with net income of $1.37B and diluted EPS of $2.21.

Third-quarter revenue rose to $4.10 billion from $3.73 billion a year ago; net income was $1.37 billion versus $1.37 billion prior year. Income from operations was $1.63 billion; diluted EPS was $2.21. Nights and experiences booked and active listings continued to grow.

  • Q3 revenue $4.10B (+10% YoY).
  • Operating income $1.63B.
  • Diluted EPS $2.21.
  • Share repurchases and strong free cash flow.

Headline financials

Total Revenue

$4.1B

Previous: $3.73B+9.7%
EPS (adj)

$2.21

Previous: $2.13+3.8%
Adjusted EBITDA

$2.05B

Previous: $1.96B+4.7%
Adjusted EBITDA Margin

50.0%

Previous: 52.0%-3.8%
Net Income Margin

34.0%

Previous: 37.0%-8.1%
Stock Repurchase

$857M

No prior period
Free Cash Flow

$1.37B

Previous: $1.37B+0.4%
Net Income

$1.37B

Previous: $1.37B+0.4%
Operating Income

$1.63B

Previous: $1.53B+6.6%
Gross Profit

$3.55B

Previous: $3.27B+8.5%
Cash & Equivalents

$7.53B

Previous: $7.67B-1.9%
Total Assets

$23.1B

Previous: $22.2B+4.0%

Revenue & EPS history

Airbnb · Revenue · Quarterly

$4.1B

Q3 2025+9.7%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Management highlights growth investments, capital returns, and sector demand trends.

Tailwinds

  • Core business growth and margin discipline.
  • Balance sheet supports buybacks or dividends.
  • Product and geographic expansion.

Headwinds

  • Macro and FX may pressure results.
  • Competition and regulation.
  • One-time items affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.5%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-2.1%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+17.7%

Q4 2022

Best reaction

-11.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%-5.7%-4.9%
Q4 2025+4.6%+7.2%+8.9%
Q3 2025-3.9%+1.0%+3.1%
Q2 2025-8.0%-6.8%-5.1%
Q1 2025+1.0%-0.7%+4.0%
Q4 2024+14.4%+12.0%-12.9%
Q3 2024-4.5%-5.5%-2.8%
Q2 2024-9.8%-8.2%-7.3%
Q1 2024-8.0%-6.7%-8.2%
Q4 2023-3.6%-0.8%+8.2%
Q3 2023-2.4%-0.1%+14.1%
Q2 2023-3.0%-3.5%-8.2%
Q1 2023-9.9%-16.2%-8.1%
Q4 2022+17.7%+13.0%+3.1%
Q3 2022-11.7%-10.1%-5.3%
Q2 2022+3.4%+5.3%+2.0%
Q1 2022+2.2%-11.1%-20.6%
Q4 2021+10.0%+3.1%-7.1%
Q3 2021+16.6%+12.6%-3.5%
Q2 2021+3.1%-2.9%+11.5%
Q1 2021+0.7%-3.7%+5.8%
Q4 2020+3.1%-5.1%-12.9%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019

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