Airbnb第三季度营收增长19%至48.7亿美元：创三年多最快增速，全年指引上调并新增120亿美元回购
旧金山——总部位于加利福尼亚州旧金山的住宿预订平台 Airbnb 11月5日盘后公布2026年第三季度业绩：当季营收48.7亿美元，同比增长19%，为三年多来最快增速；预订间夜及座位总数1.55亿，同比增长16%；总预订额（GBV）277亿美元，增长21%；净利润19亿美元；调整后 EBITDA 25亿美元，增长22%，利润率达52%；摊薄每股收益3.16美元。
公司在股东信中表示，本季度各区域业务全面加速，北美间夜预订增速创四年来最快，首次预订用户人数增长13%，为2022年初以来最高；增长主要由各地区需求强劲与平均日房价温和上涨推动。公司当季推出秋季产品更新，继续拓展酒店房源与本地生活服务业务。
指引方面，Airbnb 预计第四季度营收32.2亿至32.8亿美元，同比增长16%至18%；将2026年全年营收增速预期上调至「高双位数」，高于此前「至少中双位数」的预期；全年调整后 EBITDA 利润率预计约为36%。
回购方面，公司宣布新增授权，可再回购至多120亿美元的 A 类普通股。Airbnb 表示，此次新增授权反映了公司对自身未来增长的信心。（来源：Airbnb）
Airbnb Third-Quarter Revenue Rises 19% to $4.87 Billion: Fastest Growth in Over Three Years, Full-Year Outlook Raised With New $12 Billion Buyback
San Francisco — Airbnb, the San Francisco, California-based lodging booking platform, on November 5 reported third-quarter 2026 results after the market close: revenue rose 19% year over year to $4.87 billion, its fastest growth in more than three years; nights and seats booked grew 16% to 155 million; gross booking value (GBV) rose 21% to $27.7 billion; net income was $1.9 billion; adjusted EBITDA rose 22% to $2.5 billion, a 52% margin; and diluted earnings per share were $3.16.
In its shareholder letter, the company said growth accelerated across every region, with nights booked in North America growing at their fastest pace in four years and first-time bookers up 13%, the highest since early 2022, driven by strong demand and moderately higher average daily rates. During the quarter the company rolled out its fall product update and continued expanding hotel listings and local services.
For the fourth quarter, Airbnb expects revenue of $3.22 billion to $3.28 billion, up 16% to 18% year over year. For full-year 2026, the company raised its revenue growth outlook to the high teens, from at least mid-teens previously, and expects an adjusted EBITDA margin of approximately 36%.
The company also announced a new authorization to repurchase up to an additional $12 billion of its Class A common stock, which it said reflects confidence in its future growth. (Source: Airbnb)
来源：Airbnb
发布：GSM·美国（发布链接）
图片来源：图：Airbnb 位于旧金山 888 Brannan 街的总部大楼。Steve Jurvetson 摄，CC BY 2.0，经 Wikimedia Commons。 / Photo: Airbnb headquarters at 888 Brannan Street, San Francisco. By Steve Jurvetson, CC BY 2.0, via Wikimedia Commons.
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