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Key Results
Actual vs Consensus
EPS: $3.16 vs $2.85 estimate, beat+10.9%.Revenue: $4.9B vs $4.7B estimate, beat+2.6%.Profitability and Cash Flow
Period: 2026 Q3 period ended 2026-09-30Revenue: $4.9B; YoY: +18.9%; QoQ: +35.0%Gross profit: $4.2B; Gross margin: 86.6%Operating income: $2.0B; Operating margin: 41.5%; YoY: +24.4%; QoQ: +166.3%Net income: $1.9B; GAAP diluted EPS: $3.16; YoY: +37.6%; QoQ: +131.6%Operating cash flow: $1.5B; Capex: $0; Free cash flow: $1.5BCash: $7.3B; Total debt: $0; Net cash: $7.3BOfficial release: Airbnb Announces Third Quarter 2026 Results
核心结果
实际值与市场预期
EPS:$3.16 vs $2.85 预期,高于预期+10.9%。营收:$4.9B vs $4.7B 预期,高于预期+2.6%。财务指标
期间:2026 Q3(截至 2026-09-30)营收:$4.9B;同比:+18.9%;环比:+35.0%毛利润:$4.2B;毛利率:86.6%经营利润:$2.0B;经营利润率:41.5%;同比:+24.4%;环比:+166.3%净利润:$1.9B;GAAP 稀释 EPS:$3.16;同比:+37.6%;环比:+131.6%经营现金流:$1.5B;资本开支:$0;自由现金流:$1.5B现金:$7.3B;总债务:$0;净现金:$7.3B