Airbnb raises 2026 outlook after Q2 earnings top estimates

Airbnb raises 2026 outlook after Q2 earnings top estimates

Thu, August 6, 2026 at 11:23 PM GMT+3 2 min read

• ABNB +17.43%

Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) shares rose about 10% after Thursday's closing bell after the alternative accommodation provider reported better-than-expected second quarter results and raised its full-year revenue and adjusted EBITDA margin guidance, citing continued strong travel demand.

Revenue increased 17% year over year to $3.6 billion in the quarter, while gross booking value (GBV) rose 16% to $27.2 billion.

Earnings per share of $1.37 beat estimates of $1.26.

Nights and Seats Booked increased 10%, accelerating from the first quarter.

Net income was $816 million, while adjusted EBITDA increased 21% year over year to $1.3 billion. Adjusted EBITDA margin was 35%.

Airbnb said growth accelerated in the second quarter across both expansion markets and several of its largest core markets. Net origin nights booked in the US, France, the UK and Australia all accelerated year over year during the quarter.

The company also highlighted its investments in artificial intelligence and product development. Airbnb said it has reduced the time from concept to delivery on key initiatives by as much as 60% and increased the number of features and improvements shipped this year by nearly 80% compared with the same period last year.

For the third quarter, Airbnb expects revenue of $4.69 billion to $4.77 billion, representing year-over-year growth of 15% to 17%, including an estimated three percentage point benefit from foreign exchange after factoring in its hedging program.

The company expects GBV growth in the mid-teens, driven by low double-digit growth in Nights and Seats Booked and a moderate increase in average daily rates due to mix shift and price appreciation.

For the full year, Airbnb raised its revenue growth outlook to at least the mid-teens, citing the accelerated pace of Nights and Seats Booked, traction from product and growth initiatives and continued travel demand.

The company also raised its full-year adjusted EBITDA margin outlook to at least 35.5%, reflecting stronger revenue growth and operating leverage while continuing to invest in growth initiatives.