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Airbnb ABNB Business Segments — Merchant fees and chargebacks

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Other financials

Income statement

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Revenue$3.6B+16.5%
Gross profit$3.0B+16.6%
Operating income$758.0M+23.9%
Net income$816.0M+27.1%
EPS (diluted)$1.37+33.0%

Balance sheet

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Cash & equivalents$19.0B+3.3%
Total debt$2.5B+9.4%
Total equity$7.8B+0.2%
Total assets$28.8B+6.5%

Cash flow

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Operating cash flow$1.3B+30.3%
CapEx$15.0M+150%
Free cash flow$1.3B+36.7%

Valuation

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Market cap$90.5B+12.4%
Enterprise value$73.95B+14.9%
P/E33.6×+2.9×
P/S6.9×-0.1×

Profitability

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Gross margin82.9%-0.3pp
Operating margin20.8%-1.7pp
Net margin20.4%-2.2pp
FCF margin44.2%+2.8pp

Returns & leverage

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Return on equity34.5%+1.3pp
Debt / equity0.3×0.0×
Current ratio1.4×+0.2×

Where this comes from

Reported directly by Airbnb in its filing.

Tagged under the XBRL concept abnb:MerchantFeesAndChargebacks.

The source filing: Airbnb’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:04 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001559720-26-000027
Line itemThree Months Ended June 30, 2025Three Months Ended June 30, 2026Six Months Ended June 30, 2025Six Months Ended June 30, 2026
Revenue$3,096$3,608$5,368$6,286
Less:
Merchant fees and chargebacks436517835991
Salaries and benefits4825919891,178
Marketing4686008501,106
Stock-based compensation expense424487782897
Professional and third-party services(1)320299580581
Non-income taxes502210770

Item 1. Condensed Consolidated Financial Statements

FAQ

What is Airbnb's business segments — merchant fees and chargebacks?
Airbnb (ABNB) reported business segments — merchant fees and chargebacks of $517M in Q2 2026.
How has Airbnb's business segments — merchant fees and chargebacks changed year-over-year?
Airbnb's business segments — merchant fees and chargebacks increased by 18.6% year-over-year, from $436M to $517M.
What is the long-term trend for Airbnb's business segments — merchant fees and chargebacks?
Over 3 years (2022 to 2025), Airbnb's business segments — merchant fees and chargebacks has grown at a 11.7% compound annual growth rate (CAGR), from $1.2B to $1.67B.
What does business segments — merchant fees and chargebacks mean?
Costs associated with payment processing, including merchant fees paid to financial institutions and losses incurred from transaction chargebacks. This reflects the operational friction and risk inherent in processing global consumer payments.

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