Business Description

Airbnb Inc. operates a global online marketplace that connects hosts offering accommodations and experiences with travelers seeking lodging. The company's platform primarily facilitates short- and long-term homestays, vacation rentals, and tourism activities across more than 220 countries and regions. Distinctively, Airbnb utilizes an asset-light business model, generating revenue by charging commissions and service fees on bookings rather than owning the underlying real estate.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues12,241,00011,102,0009,917,0008,399,000
Cost of Sales2,086,0001,878,0001,703,0001,499,000
Gross Profit10,155,0009,224,0008,214,0006,900,000
Selling, General & Administrative Expenses3,930,0003,333,0003,788,0002,466,000
Research & Development Expenses2,354,0002,056,0001,722,0001,502,000
Other Operating Expenses1,327,0001,282,0001,186,0001,130,000
Operating Profit2,544,0002,553,0001,518,0001,802,000
Interest and Investment Income705,000818,000721,000186,000
Non-Operating Income(112,000)(40,000)(137,000)1,000
Total Non-Operating Income593,000778,000584,000187,000
Income Before Provision for Income Taxes3,137,0003,331,0002,102,0001,989,000
Provision for Income Taxes626,000683,000(2,690,000)96,000
Consolidated Net Income2,511,0002,648,0004,792,0001,893,000
Net Income Attributable to Common Shareholders2,511,0002,648,0004,792,0001,893,000
Basic EPS4.104.197.522.97
Diluted EPS4.034.117.242.79
Basic Weighted Average Shares Outstanding613,000632,000637,000637,000
Diluted Weighted Average Shares Outstanding623,000645,000662,000680,000
Shares Outstanding611,000632,000647,000640,000
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents6,560,0006,864,0006,874,0007,378,000
Short-Term Investments4,454,0003,747,0003,197,0002,244,000
Total Cash and Cash Equivalents11,014,00010,611,00010,071,0009,622,000
Other Receivables6,959,0005,931,0005,869,0004,783,000
Total Trade Receivables6,959,0005,931,0005,869,0004,783,000
Other Current Assets824,000638,000569,000456,000
Total Current Assets18,797,00017,180,00016,509,00014,861,000
Goodwill770,000777,000792,000684,000
Other Long-Term Assets2,641,0003,002,0003,344,000493,000
Total Assets22,208,00020,959,00020,645,00016,038,000
Accrued Expenses2,948,0002,614,0002,654,0002,013,000
Current Portion of Long-Term Debt1,999,000
Unearned Revenue1,743,0001,616,0001,427,0001,182,000
Other Current Liabilities6,959,0005,931,0005,869,0004,783,000
Total Current Liabilities13,649,00010,161,0009,950,0007,978,000
Long-Term Debt1,995,0001,991,0001,987,000
Leases295,000
Other Long-Term Liabilities360,000391,000539,000218,000
Total Long-Term Liabilities360,0002,386,0002,530,0002,500,000
Total Liabilities14,009,00012,547,00012,480,00010,478,000
Additional Paid-in Capital13,763,00012,602,00011,639,00011,557,000
Accumulated Other Comprehensive Income(62,000)35,000(49,000)(32,000)
Retained Earnings(5,502,000)(4,225,000)(3,425,000)(5,965,000)
Total Common Shareholders' Equity8,199,0008,412,0008,165,0005,560,000
Total Shareholders' Equity8,199,0008,412,0008,165,0005,560,000
Total Liabilities and Shareholders' Equity22,208,00020,959,00020,645,00016,038,000
FY 2025FY 2024FY 2023FY 2022
Net Income2,511,0002,648,0004,792,0001,893,000
Depreciation & Amortization81,000
Share-Based Compensation Expense1,592,0001,407,0001,120,000930,000
Other Adjustments649,000530,000(2,748,000)207,000
Changes in Accrued Expenses118,000(104,000)580,000224,000
Changes in Unearned Revenue122,000200,000242,000280,000
Changes in Other Operating Activities(346,000)(163,000)(102,000)(185,000)
Cash from Operating Activities4,646,0004,518,0003,884,0003,430,000
Purchases of Investments(3,438,000)(3,146,000)(3,308,000)(4,072,000)
Proceeds from Sale of Investments2,736,0002,605,0002,380,0004,071,000
Other Investing Activities(46,000)(75,000)(114,000)(27,000)
Cash from Investing Activities(748,000)(616,000)(1,042,000)(28,000)
Issuance of Common Shares122,000168,000110,00088,000
Repurchases of Common Shares(4,350,000)(4,060,000)(3,476,000)(2,107,000)
Net Issuance / (Repurchases) of Common Shares(4,228,000)(3,892,000)(3,366,000)(2,019,000)
Other Financing Activities401,000320,000936,0001,330,000
Cash from Financing Activities(3,827,000)(3,572,000)(2,430,000)(689,000)
Effect of Exchange Rate Changes on Cash and Cash Equivalents655,000(237,000)152,000(337,000)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash726,00093,000564,0002,376,000

Key Metrics & Ratios

MetricValue
Market Cap$82.92B
P/E33.68x
P/S6.77x
EV/EBITDA29.05x
Return on Equity30.2%
Return on Invested Capital44.3%
Current Ratio1.38x
Free Cash Flow Margin38.0%

Margins

Gross margin
83.0%
Operating margin
20.8%
Net margin
20.5%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $3.61B +16.5% 21.0% $758M
Q1 2026 $2.68B +17.9% 3.2% $86M
Q4 2025 $2.78B +12.0% 9.7% $269M
Q3 2025 $4.09B +9.7% 39.7% $1.62B
Q2 2025 $3.10B 19.8% $612M
Q1 2025 $2.27B 1.7% $38M
Q4 2024 $2.48B 17.3% $430M
Q3 2024 $3.73B 40.9% $1.52B

More on Airbnb, Inc.

Figures compiled from public company filings.

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