For the quarter ended December 2025, Airbnb, Inc. (ABNB) reported revenue of $2.78 billion, up 12% over the same period last year. EPS came in at $0.56, compared to $0.73 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.72 billion, representing a surprise of +2.01%. The company delivered an EPS surprise of -14.89%, with the consensus EPS estimate being $0.66.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Airbnb performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Nights and Experiences Booked: 121.9 million versus the seven-analyst average estimate of 117.57 million.
- Gross Booking Value: $20.4 billion versus $19.43 billion estimated by seven analysts on average.
- Gross Booking Value per Night and Experience Booked (ADR): $167.51 versus the six-analyst average estimate of $165.52.
View all Key Company Metrics for Airbnb here>>>
Shares of Airbnb have returned -10% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Airbnb, Inc. (ABNB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research