Airbnb, Inc. (ABNB) Q2 FY2026 8-K Filings and Company Events
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PeriodQ2 FY2026
Published
This page digests the material Form 8-K filings Airbnb, Inc. (ABNB) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
The following list covers Form 8-K filings from May 2024 through August 2026. Each furnishes an Exhibit 99.1 shareholder letter containing condensed consolidated statements of operations, balance sheets, and cash flows (interim, unaudited, except FY2025 which reconciles to audited full-year results):
- Accession 0001193125-26-337928 (filed August 6, 2026), quarter ended June 30, 2026 (Q2 2026)
- Accession 0001193125-26-211816 (filed May 7, 2026), quarter ended March 31, 2026 (Q1 2026)
- Accession 0001193125-26-048670 (filed February 12, 2026), quarter and full year ended December 31, 2025 (Q4/FY 2025)
- Accession 0001193125-25-269432 (filed November 6, 2025), quarter ended September 30, 2025 (Q3 2025)
- Accession 0001193125-25-174438 (filed August 6, 2025), quarter ended June 30, 2025 (Q2 2025)
- Accession 0001193125-25-109934 (filed May 1, 2025), quarter ended March 31, 2025 (Q1 2025)
- Accession 0001193125-25-026054 (filed February 13, 2025), quarter and full year ended December 31, 2024 (Q4/FY 2024)
- Accession 0001193125-24-253103 (filed November 7, 2024), quarter ended September 30, 2024 (Q3 2024)
- Accession 0001193125-24-194849 (filed August 6, 2024), quarter ended June 30, 2024 (Q2 2024)
- Accession 0001193125-24-134183 (filed May 8, 2024), quarter ended March 31, 2024 (Q1 2024)
Earnings and Guidance
Q2 2026 (reported August 6, 2026, accession 0001193125-26-337928). Revenue was $3.6 billion, up 17% year-over-year (13% ex-FX). Net income was $816 million (23% margin), including a $77 million benefit from recently published guidance affecting prior-year taxes. Adjusted EBITDA was $1.3 billion, up 21% year-over-year, for a 35% margin. Gross Booking Value (GBV) was $27.2 billion, up 16% year-over-year, and Nights and Seats Booked grew 10% to 148.3 million. The company raised its full-year 2026 outlook: revenue growth is now expected to be "at least mid teens" year-over-year and full-year Adjusted EBITDA margin is now expected to be "at least 35.5%," both improved from the prior guidance issued in May 2026. For Q3 2026, the company guided to revenue of $4.69–$4.77 billion (15%–17% growth) and Adjusted EBITDA margin down slightly year-over-year on timing of investments. The company repurchased $1.1 billion of Class A common stock during the quarter, leaving $3.4 billion of remaining buyback authorization as of June 30, 2026. Having migrated most property management software hosts off the split 3% host fee / separate guest service fee structure beginning in Q4 2025, the company announced in July 2026 plans to migrate most of the remaining hosts to a single 15.5% service fee, with that migration expected to be completed during 2026.
Q1 2026 (reported May 7, 2026, accession 0001193125-26-211816). Revenue was $2.7 billion, up 18% year-over-year (15% ex-FX), exceeding the high end of prior guidance. Net income was $160 million (6% margin); Adjusted EBITDA was $519 million, up 24% year-over-year (19% margin). GBV was $29.2 billion (up 19%), and Nights and Seats Booked grew 9% to 156.2 million. The company raised full-year 2026 guidance to revenue growth "accelerating to low to mid teens" and Adjusted EBITDA margin of "at least 35%." Airbnb repurchased $1.1 billion of Class A common stock in the quarter. The letter also disclosed that in Q1 2026 the company received inaugural investment-grade credit ratings of A- (S&P) and Baa1 (Moody's).
Q4 and full-year 2025 (reported February 12, 2026, accession 0001193125-26-048670). Q4 2025 revenue was $2.8 billion, up 12% year-over-year, exceeding guidance; GBV grew 16% to $20.4 billion, the fastest GBV growth rate in more than two years. Full-year 2025 revenue was $12.2 billion (up 10%), net income was $2.5 billion (21% margin), Adjusted EBITDA was $4.3 billion (35% margin), and free cash flow was $4.6 billion. The full-year 2025 effective tax rate was 20%, including a one-time $213 million valuation allowance against CAMT tax credits, partly offset by a $60 million release of an uncertain tax position. Initial full-year 2026 guidance called for revenue growth of "at least low double digits" and a stable Adjusted EBITDA margin year-over-year.
Q3 2025 (reported November 6, 2025, accession 0001193125-25-269432). Revenue was $4.1 billion, up 10% year-over-year, at the high end of guidance. Net income was $1.4 billion (34% margin); Adjusted EBITDA was $2.1 billion (50% margin), the highest quarterly Adjusted EBITDA in company history at the time. GBV grew 14% to $22.9 billion. The letter reiterated a full-year 2025 Adjusted EBITDA margin outlook of approximately 35%, with Q4 2025 Adjusted EBITDA expected flat to down slightly year-over-year due to growth investments.
Q2 2025 (reported August 6, 2025, accession 0001193125-25-174438). Revenue was $3.1 billion, up 13% year-over-year. Net income was $642 million (21% margin, up 16% year-over-year); Adjusted EBITDA was $1.0 billion (34% margin, up 17%). GBV grew 11% to $23.5 billion. Airbnb repurchased $1.0 billion of stock and announced a new share repurchase authorization of up to $6 billion of Class A common stock (see Capital Actions below).
Q1 2025 (reported May 1, 2025, accession 0001193125-25-109934). Revenue was $2.3 billion, up 6% year-over-year (11% excluding FX and calendar effects). Net income declined to $154 million (7% margin) from $264 million a year earlier, primarily on higher stock-based compensation, write-downs of certain privately-held equity investments, and lower interest income. Adjusted EBITDA was $417 million (18% margin). GBV grew 7% to $24.5 billion.
Q4 and full-year 2024 (reported February 13, 2025, accession 0001193125-25-026054). Q4 2024 revenue was $2.5 billion, up 12% year-over-year; net income was $461 million versus a $349 million net loss in Q4 2023 (which had included roughly $1 billion of non-recurring tax withholding and lodging-tax reserve expenses). Full-year 2024 revenue was $11.1 billion, net income was $2.6 billion, and Adjusted EBITDA was $4.0 billion (36% margin).
Capital Actions
Senior notes offering and convertible note repayment (March 12–16, 2026, accession 0001193125-26-108514). Airbnb priced a registered public offering of $2.5 billion aggregate principal amount of senior unsecured notes: $850.0 million of 4.400% notes due 2029, $850.0 million of 4.650% notes due 2031, and $800.0 million of 5.250% notes due 2036. The offering closed March 16, 2026. Airbnb used the net proceeds to repay in full the $2.0 billion aggregate principal amount of its 0% convertible senior notes that matured in March 2026.
New $6 billion share repurchase authorization (announced with Q2 2025 results, August 6, 2025, accession 0001193125-25-174438). Alongside Q2 2025 earnings, Airbnb announced a new share repurchase program authorizing the purchase of up to an additional $6 billion of Class A common stock, on top of the existing authorization. The company has repurchased Class A common stock in every quarter covered by these filings, most recently $1.1 billion in Q2 2026, leaving $3.4 billion of remaining authorization as of June 30, 2026.
Management Change
Chief Technology Officer departure (November 18, 2025, accession 0001193125-25-291024). Aristotle Balogh notified Airbnb that he would depart the role of Chief Technology Officer in December 2025, agreeing to remain through at least February 2026 in an advisory, non-executive transition capacity.
Governance
Airbnb's 2025 and 2026 annual meetings of stockholders (accessions 0001193125-25-137216, filed June 9, 2025, and 0001559720-26-000018, filed June 11, 2026) both resulted in routine director elections, auditor ratification (PricewaterhouseCoopers LLP), and advisory approval of executive compensation. At the 2025 meeting, stockholders rejected a single stockholder proposal regarding voting disclosure. At the 2026 meeting, stockholders rejected four stockholder proposals: oversight of risks relating to digital services, a report on discrimination in charitable support, a dual-class sunset, and a report on risks of politicized divestments.
Note on scope
No merger, acquisition, or divestiture was disclosed in any Form 8-K filed from May 2024 through August 2026, including the Exhibit 99.1 shareholder letters furnished with each quarterly earnings release over that period (accessions 0001193125-24-134183, 0001193125-24-194849, 0001193125-24-253103, 0001193125-25-026054, 0001193125-25-109934, 0001193125-25-174438, 0001193125-25-269432, 0001193125-26-048670, 0001193125-26-211816, and 0001193125-26-337928) and the 2024 annual meeting 8-K (accession 0001193125-24-157426), whose only exhibit was a restated certificate of incorporation adopted to provide for officer exculpation. Capital allocation commentary in each shareholder letter continues to describe strategic acquisitions or partnerships as a lower-priority use of capital behind organic growth investment, but no specific transaction has been announced in this filing history.
FAQ · Airbnb 8-K filings and events
What has Airbnb, Inc. (ABNB) reported in its recent 8-K filings?
Airbnb, Inc. (ABNB): The following list covers Form 8-K filings from May 2024 through August 2026.
When does Airbnb, Inc. (ABNB) next file with the SEC?
Airbnb, Inc. (ABNB) is expected to file its next Form 10-Q with the SEC on or around November 5, 2026. That date is a projection rather than a company-announced date: it is derived from Airbnb, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0001559720-26-000027.
How this page was built
This page was built from 15 of Airbnb, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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Built from Airbnb, Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.