Airbnb, Inc.
Airbnb, Inc. is classed by the SEC under Services-To Dwellings & Other Buildings (industry code 7340), based in San Francisco, CA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $12 billion and a profit of $2.5 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7340, Services-To Dwellings & Other Buildings); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.3 out of ten, 9 of 9 metrics filed: past 6.8 out of ten, present 7.6 out of ten, future 4.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.4 out of ten. No warning events in its filings since 2017. 74th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.5 out of ten. +16.9% a year over 7 filed years; profitable in 4 of 7. 55th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 8.1 out of ten. Share count shrank 2.9% a year. 73% of cash flow returned. Insiders: 320 sales, 0 purchases. 81st percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 7.4 out of ten. ROE 31%: 31¢ of profit per shareholder dollar. Leverage 63%: owes 63¢ per asset dollar. 74th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 8.9 out of ten. top 11% of 35 in its family; net margin 20.5%. 89th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 6.0 out of ten. top 40% of 20 in its family for leadership; chief executive since 2020. 60th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 9.2 out of ten. top 8% of 35 in its family for room to expand. 92nd percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.0 out of ten. bottom 40% of 33 in its family for growth drivers. 40th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 2.9 out of ten. bottom 29% of 29 in its family for expectations against reality. 29th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-12 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-09-30. Filings on record since 2012. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: North America 42%, Europe, the Middle East, and Africa 39%, Latin America 10%, Asia Pacific 9%. As tagged in its annual report (Form 10-K, filed 2026-02-12).
Who runs it
Chesky, Brian (CEO and Chairman); Gebbia, Joseph (Chairman of Airbnb.org); Mertz, Elinor (Chief Financial Officer); Blecharczyk, Nathan (Chief Strategy Officer); Bernstein, David C (Chief Accounting Officer); Balogh, Aristotle N (Chief Technology Officer); Lin, Alfred (director); Chenault, Kenneth I (director); Ahrendts, Angela J (director); Ahuja, Amrita (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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