Airbnb stock soars 9% on earnings and revenue beat, strong guidance for third quarter
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- Airbnb reported Q2 EPS of $1.37 against the $1.25 analyst consensus and revenue of $3.61 billion, topping the $3.58 billion estimate for a 17% year-over-year increase from $3.1 billion.
- Net income climbed to $816 million from $642 million a year earlier, while free cash flow jumped 30% to $1.25 billion from $962 million.
- Airbnb guided Q3 revenue to $4.69–$4.77 billion, above the $4.61 billion analyst estimate per LSEG and implying roughly 14% year-over-year growth at the midpoint.
- Latin America led regional bookings growth at roughly 20%, compared with high teens in Asia Pacific and high single digits in the U.S./Canada and Europe/Middle East regions.
- Airbnb called out Brazil and Mexico as standout markets, citing 'market share gains broadly across Latin America' tied to its regional expansion strategy.
- Shares rose 9% in extended trading on Thursday after the company cited strong demand 'across all regions.'
Why it matters: Airbnb beat both EPS and revenue estimates while guiding Q3 revenue $80–160 million above consensus — a combination that, paired with 30% free cash flow growth, signals to investors that Latin America and Asia Pacific momentum is broadening the company's growth base rather than lifting a single quarter.
