Airbnb, Inc. (ABNB)

From the record

Airbnb, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Airbnb, Inc.'s 7 filed years say what it did: revenue went from $4.8 billion in fiscal 2019 to $12 billion in fiscal 2025, up 16.9% a year; it rose in 5 of 6 years; the deepest fall was 30% from fiscal 2019 to fiscal 2020; net income was positive in 4 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Airbnb, Inc.'s diluted share count shrank about 2.9% a year, and dividends and buybacks returned about 73% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 320 sales (320 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Airbnb, Inc. earned about 31 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 46 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 63 cents per dollar of assets, and net share issuance: its share count shrank 3.4% over the year (the filed statements).

From the record

Airbnb, Inc.'s standing among 35 graded names in its industry family: revenue of $12 billion in fiscal 2025 ranks in the top 8% by size; a net margin of 20.5% ranks in the top 7%; revenue growth of 13.4% a year over the last 3 filed years ranks in the top 19% (its annual reports).

From the record

Airbnb, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Chesky, Brian (CEO and Chairman, as filed), filing under that title since 2020-12-09, 5.9 years (bottom 34% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (top 47%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 2%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Airbnb, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $13 billion against debt of $0 thousand leaves 60.7% of its assets as net cash, top 4% of its family; cash from operations less capital spending is 38% of revenue (top 1%); a gross margin of 83% (top 6%); research spending of 19.2% of revenue (top 19%) (its annual report).

From the record

Airbnb, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 13.4% a year over the last three filed years against 16.9% over all 7, slowing (bottom 25% of its family); the newest year grew 10.3% (top 37%); research spending grew 16.2% a year (top 50%); capital spending grew -41.6% a year (bottom 20%) (its annual reports). Airbnb, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Airbnb, Inc.'s newest year against its own record: revenue of $12 billion in fiscal 2025 came in 4.1% below the $13 billion its prior three years' pace pointed to (bottom 26% of its family); net income of $2.5 billion against a prior three-year average of $3.1 billion (bottom 40%); a net margin of 20.5% against 31.6% before (bottom 22%) (its annual reports).