Skip to content
Palanor is in early release, with our founding customers.Become a founding customer →
The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
PalanorPalanor

Company Dossier · Consumer Discretionary

Airbnb Inc.

ABNBNasdaqInternet RetailWILMINGTON, US-DE, USLarge capWebsite ↗
  • S&P 500
  • Nasdaq-100
  • Russell 1000

What Airbnb Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $13.2 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2023: $4.25 billion, up 28% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to September 30, 2023: $0.04 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to December 31, 2025: $3.79 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 6, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
  • Latest annual report (filed February 12, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $627 million on the open market.SEC Form 4
  • 1,314 institutional managers reported a position at June 30, 2026 (+10 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 101 (77 a year earlier).U.S. Department of Labor (OFLC)
  • Headlines in the last 30 days: 12, of which 3 read positive and 0 negative.Palanor headline tone

Company Posture

How Company Posture is measured →

What Airbnb Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.

Expanding ↔ Retrenching

Withheld: 50% of the evidence is readable at this date (needs 60%).

Confident ↔ Hedging

Confident

HedgingConfident

Pressure

Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).

Credit

How these are built →

Airbnb Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Debt on the balance sheet

$2.5B

  • Due within a year $0.0B
  • Longer term $2.5B
  • Default point $1.2B (short + ½ long)

Finance leases included · Jun 30, 2026 filing

Bonds priced, last 12 months

$2.5B

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
Mar 12, 2026$850M4.400%2029 (3y)+65bp4.408%
Mar 12, 2026$850M4.650%2031 (5y)+82bp4.674%
Mar 12, 2026$800M5.250%2036 (10y)+102bp5.267%

From the pricing term sheets Airbnb Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Airbnb Inc.: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$4.3BData to Sep 2023
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Airbnb Inc.: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Airbnb Inc.: revenue, trailing twelve months

$ billions, from SEC filings

$13.2BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Airbnb Inc.: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$3.8BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Airbnb Inc.: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Airbnb Inc.: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

27.6Data to Dec 2023
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Airbnb Inc.: guidance raised minus lowered

Guidance Ledger statements by quarter

1.0Data 22 days ago
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Airbnb Inc.: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Airbnb Inc.: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data to Aug 2026
ImageDataPalanor calculation
Business

Airbnb Inc.: risk factors added per annual report

New Item 1A risk factors in each 10-K

0.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Airbnb Inc.: H-1B filings certified

Labor Condition Applications by quarter received

101.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Airbnb Inc.: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$627.4MData 22 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Airbnb Inc.: institutional holders

Managers reporting a position on Form 13F, by quarter

1,314Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

News

Business

Airbnb Inc.: headline tone

Net share of positive headlines, trailing 28 days, −1 to +1

0.30Data 5 days ago
ImagePalanor calculation from news headlines (tone words only)

In the news

Headlines that name Airbnb Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
12 headlines
25% positive · 0% negative
90 days
15 headlines
33% positive · 0% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (AIRBNB, INC.)third_quarter 2026 · $0.3 million
  2. Oct 20, 2026Lobbying
    Lobbying report (FULCRUM PUBLIC AFFAIRS LLC)third_quarter 2026 · $0.0 million
  3. Oct 19, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.0 million
  4. Oct 18, 2026Lobbying
    Lobbying report (MERCURY PUBLIC AFFAIRS, LLC)third_quarter 2026 · $0.1 million
  5. Oct 6, 2026Patent
    Patent granted: PERCEPTION CAPTURE SYSTEMUS 12755095
  6. Sep 1, 2026Patent
    Patent granted: Systems and Methods for Detecting Real-time Issues in Guest-Host Messages Using Machine Learning ModelsUS 12725128
  7. Aug 25, 2026Patent
    Patent granted: Systems, Methods and User Interfaces for Co-hosting in Online MarketplacesUS 12718155
  8. Aug 18, 2026Patent
    Patent granted: CROSS-CHANNEL PERSONALIZED MARKETING OPTIMIZATIONUS 12711525
  9. Jul 20, 2026Lobbying
    Lobbying report (AIRBNB, INC.)second_quarter 2026 · $0.5 million
  10. Jul 17, 2026Lobbying
    Lobbying report (KOUNTOUPES DENHAM CARR & REID, LLC)second_quarter 2026 · $0.1 million
  11. Jul 17, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)second_quarter 2026 · $0.0 million
  12. Jul 16, 2026Lobbying
    Lobbying report (MERCURY PUBLIC AFFAIRS, LLC)second_quarter 2026 · $0.1 million
  13. Jun 11, 20268-K
    Shareholder vote resultsItem 5.07
  14. May 19, 2026Patent
    Patent granted: VIDEO CODING AND DECODINGUS 12634480
  15. Mar 16, 20268-K
    Material agreement signedItem 1.01
  16. Feb 12, 202610-K
    Annual report (10-K)0 risk factors added, 0 removed
  17. Nov 21, 20258-K
    Director or officer changeItem 5.02
  18. Sep 15, 2025Trademark
    Trademark application: AIRBNB
  19. Sep 15, 2025Trademark
    Trademark application
  20. Jun 9, 20258-K
    Shareholder vote resultsItem 5.07
  21. Feb 13, 202510-K
    Annual report (10-K)0 risk factors added, 17 removed
  22. Feb 16, 202410-K
    Annual report (10-K)1 risk factors added, 7 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Booking Holdings BKNG$28.2B$9.5BJun 30, 2026
Amazon.com Inc. AMZN$776B−$11.6BJun 30, 2026
Chewy CHWY$13.1B$0.6BAug 2, 2026
Ulta Beauty ULTA$13.0B$1.1BAug 1, 2026
Darden Restaurants DRI$13.4B$1.1BAug 30, 2026
Wayfair W$12.9B$0.6BJun 30, 2026
LKQ Corporation LKQ$13.7B$0.6BJun 30, 2026
Las Vegas Sands LVS$13.7B$2.7BJun 30, 2026

Identity

SEC CIK
1559720
LEI
549300HMUDNO0RY56D37
Wikidata
Q63327

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

Cookies

We only use essential cookies to keep you signed in and remember your theme. No analytics, no tracking, no ads. See the Privacy Policy for the full read.