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ABNB

COMPANY OVERVIEW · SOURCE-BACKED

Airbnb, Inc.

ABNB

Company evidence profile

Historical market context and recent SEC disclosures for Airbnb, Inc. This view uses the current local evidence snapshot.

Latest adjusted close
$172.01Observed 2026-10-23
Return gap vs SPY
-76.72021-10-25 to 2026-10-23
Filings in snapshot
5Prices 2020-12-10 to 2026-10-23

Price field: vendor-adjusted closeSEC EDGAR company recordCIK 0001559720

THE BRIEF

Start here, then verify below.

Three statements, each labelled by what kind of statement it is. Every number in them is linked to its source further down the page.

OBSERVED

The latest 8-K reports results of operations (earnings).

CALCULATED

Over the selected historical period, ABNB returned 1.6% with a maximum drawdown of -60.2%. These are historical observations, not a forecast.

INTERPRETED

This local snapshot covers SEC disclosures, latest-restated annual Company Facts when available, and adjusted daily prices. It does not establish valuation, future return, or an investment recommendation.

Generated: deterministic_fallback · Historical observations, not forecasts.

FILED RESULTS

What the latest financial report says

Read the 10-Q
Quarterly figures as filed in the 10-Q for the period ending 2026-06-30, filed 2026-08-06. Read from one filing, so the period and the accounting concept always match the number.

Revenue

+16.5% YoY
$3.61B

Current: 2026-04-01 — 2026-06-30 · USD

Prior year: $3.10B (2025-04-01 — 2025-06-30)

Reported revenue before expenses; not stock performance.

Category reference unavailable. Only 0 eligible companies; at least 5 are required.

Reference method and sources

As of 2026-08-06. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.

Metric definition

YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.

RevenueFromContractWithCustomerExcludingAssessedTax

Net income

+27.1% YoY
$0.82B

Current: 2026-04-01 — 2026-06-30 · USD

Prior year: $0.64B (2025-04-01 — 2025-06-30)

Reported net income after expenses and taxes; the exact SEC concept is below.

Category reference unavailable. Only 0 eligible companies; at least 5 are required.

Reference method and sources

As of 2026-08-06. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.

Metric definition

YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.

NetIncomeLoss

Consolidated figures as reported. Accounting treatment and business mix differ between companies, and a filed result is not a forecast.

HISTORY AND RISK

What this has done, and how roughly

Adjusted daily prices over the selected period, against SPY. SPY is an exchange-traded fund tracking the S&P 500.

ABNBSPYAdjusted daily closes
$5,036$11,649$18,2622021-10-252026-10-23
ABNB against SPY, 2021-10-25 to 2026-10-23, from $10,000 invested at the start of the period.
Ending value$10,164From $10,000 invested, 2021-10-25 to 2026-10-23
Return gap vs SPY, in percentage points-76.7ABNB +1.6% · SPY +78.4%
Total return+1.6%2021-10-25 to 2026-10-23
Annualised return+0.3%Compound rate over the period shown
Annualised volatility44.3%Daily returns, annualised
Maximum drawdown-60.2%Trough 2022-12-28
Beta to SPY1.53Sensitivity to the benchmark's moves
Correlation with SPY0.591,255 matched sessions
What that felt likeThe worst peak-to-trough fall over this period was -60.2%, and the worst single session was -13.4%. Both already happened; neither bounds what comes next.

Only this section follows the benchmark selector. The brief, filing reactions and Ask evidence stay on SPY; this chart is showing SPY.

Past return and risk are observations about a period that is over. They are not a forecast, and nothing here is investment advice.

PRIMARY DISCLOSURES

What was filed

SEC checked 2026-10-24
The filings themselves, with what the company disclosed kept apart from what this project measured about it.
8-KResults of operations (earnings)2026-08-07 00:02+7.8% after filing
  • Results of operations (earnings)
  • Financial statements and exhibits

Quoted from the filing

English, as filed

(the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the second quarter ended June 30, 2026.

Source passage

English, as filed

ET to discuss its financial results for the second quarter ended June 30, 2026.

Source passage

Against the prior comparable filing

Compared with the filing accepted 2026-05-08: 0 changed, 0 added, 0 removed.

Prior filing

8-KShareholder vote results2026-06-12 00:05-0.2% after filing
  • Shareholder vote results

Quoted from the filing

English, as filed

(Exact name of registrant as specified in its charter) ______________ 888 Brannan Street, 3rd Floor San Francisco , California 94103 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code: ( 415 ) 510-4027 Not applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ______________ | Item 5.07.

Source passage

English, as filed

Set forth below are the matters acted upon at the Annual Meeting and the final voting results on each matter.

Source passage

English, as filed

The results of the vote were as follows: Proposal Two: Ratification of Appointment of Independent Registered Public Accounting Firm The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026.

Source passage

Against the prior comparable filing

Compared with the filing accepted 2025-06-07: 2 changed, 7 added, 1 removed.

Changed · 84% text match

English, as filed

The results of the vote were as follows: | Proposal Six: Stockholder Proposal regarding Dual-Class Sunset The Company’s stockholders did not approve a stockholder proposal regarding a dual-class sunset.

Changed · 99% text match

English, as filed

(the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”).

Prior filing

8-KResults of operations (earnings)2026-05-08 00:00+2.1% after filing
  • Results of operations (earnings)
  • Financial statements and exhibits

Quoted from the filing

English, as filed

(the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2026.

Source passage

English, as filed

ET to discuss its financial results for the first quarter ended March 31, 2026.

Source passage

Against the prior comparable filing

Compared with the filing accepted 2026-02-13: 2 changed, 0 added, 0 removed.

Changed · 89% text match

English, as filed

(the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2026.

Changed · 83% text match

English, as filed

ET to discuss its financial results for the first quarter ended March 31, 2026.

Prior filing

8-KMaterial agreement entered2026-03-17 00:50+2.1% after filing
  • Material agreement entered
  • Direct financial obligation created
  • Other events
  • Financial statements and exhibits

Quoted from the filing

English, as filed

LLC, as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the public offering (the “Offering”) by the Company of $2.5 billion aggregate principal amount of senior notes, consisting of $850.0 million aggregate principal amount of its 4.400% Senior Notes due 2029 (the “2029 Notes”), $850.0 million aggregate principal amount of its 4.650% Senior Notes due 2031 (the “2031 Notes”), and $800.0 million aggregate principal amount of its 5.250% Senior Notes due 2036 (together with the 2029 Notes and the 2031 Notes, the “Notes”).

Source passage

English, as filed

The 2029 Notes mature on March 16, 2029 and bear interest at a rate of 4.400% per annum, the 2031 Notes mature on March 16, 2031 and bear interest at a rate of 4.650% per annum, and the 2036 Notes mature on March 16, 2036 and bear interest at a rate of 5.250% per annum.

Source passage

English, as filed

Item 8.01 Other Events On March 16, 2026, the Company used net proceeds from the Offering to repay $2.0 billion aggregate principal amount of its 0% convertible senior notes due March 2026 upon their maturity.

Source passage

Numbers in the filing

  • $2.5 billion
  • $850.0 million
  • 4.400%
  • 4.650%
  • $800.0 million
  • 5.250%
  • 4.400%
  • 4.650%
8-KResults of operations (earnings)2026-02-13 02:01-4.1% after filing
  • Results of operations (earnings)
  • Financial statements and exhibits

Quoted from the filing

English, as filed

(the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2025.

Source passage

English, as filed

ET to discuss its financial results for the fourth quarter and full year ended December 31, 2025.

Source passage

Against the prior comparable filing

Compared with the filing accepted 2025-11-07: 2 changed, 0 added, 0 removed.

Changed · 90% text match

English, as filed

(the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2025.

Changed · 84% text match

English, as filed

ET to discuss its financial results for the fourth quarter and full year ended December 31, 2025.

Prior filing

Earlier filings

Each with the move on the first eligible session afterwards, measured against the benchmark. A measurement of magnitude, not a cause.

EVENTS AND WHAT IS NEXT

What happened, and what to watch

Event items are published headlines and filing index entries, linked to their source. They are not analysis, and the feed is not a trading signal.

GROUNDED RESEARCH

Ask about this evidence

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No investment advice, price target or directional forecast is produced, and a question asking for one is refused.