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ABNB Airbnb, Inc.

Nasdaq, CIK 0001559720, fiscal year ends 12/31. Last price 172.01 on 2026-10-23, market value 101.4 billion dollars.

Machine-readable: ABNB.json, ABNB.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	26 partial, missing 3, 5, 6	partial: 3, 5, 6	2025-12-31 stale: Revenue	2019–2025	2026-10-23	0 verified, 13 unverified	method
Magic Formula	21	ok	2025-12-31 stale: operating_income_q, ppe_net	—	2026-10-23	—	method
Momentum	64	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	32 partial, missing 6, 7	partial: 6, 7	2026-06-30	2019–2025	2026-10-23	0 verified, 30 unverified	method
Lynch GARP	23 partial, missing 1, 2, 3, 5	partial: 1, 2, 3, 5	2026-06-30	—	2026-10-23	0 verified, 3 unverified	method
Graham Enterprising	39 partial, missing 5	partial: 5	2026-06-30	2021–2025	2026-10-23	0 verified, 10 unverified	method
Piotroski F-Score	56 partial, missing 7	partial: 7	—	2024–2025	—	0 verified, 25 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	172.01	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	589,585,682	underlying shares	2026-07-15	SEC cover page 10-Q 0001559720-26-000027 (sum of classes (Common Class A 419,529,556 x 1; Common Class B 170,056,126 x 1; Common Class H 9,200,000 x 0; class economics verified in https://www.sec.gov/Archives/edgar/data/1559720/000155972026000004/abnb-20251231.htm)); filing document https://www.sec.gov/Archives/edgar/data/1559720/000155972026000027/abnb-20260630.htm 0001559720-26-000027
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	101,414,633,161	USD	2026-10-23 shares at 2026-07-15	172.01 (price 2026-10-23) / 1 x 589,585,682 (shares at 2026-07-15) = 101,414,633,161

Graham Defensive

26 of 100. partial: 3, 5, 6. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	12.24 revenue $B	>= 1	5.0 / 5
2a Current ratio	1.41	>= 2.0	6.1 / 15
2b Long-term debt vs working capital	0.34 LTD / WC	<= 1.0	15.0 / 15
3 Positive earnings each of 10 years	7 years reported missing 2016, 2017, 2018	10 of 10	None / 15
4 Dividends every year for 20 years	0 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 XBRL check: 0 years agree, 20 unverified	20 of 20	0.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2023, 2024, 2025, 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS needs the last three fiscal years of EPS	—	<= 15	None / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 13.00	<= 1.5 or <= 22.5	0.0 / 10

Inputs, 15 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	172.01	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	12241000000.0	2025-12-31 stale	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
current_assets	25479000000.0	2026-06-30	SEC XBRL AssetsCurrent (companyfacts) 0001559720-26-000027	unverified
current_liabilities	18092000000.0	2026-06-30	SEC XBRL LiabilitiesCurrent (companyfacts) 0001559720-26-000027	unverified
lt_debt	2476000000.0	2026-06-30	SEC XBRL LongTermDebtNoncurrent (companyfacts) 0001559720-26-000027	unverified
equity	7799000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001559720-26-000027	unverified
Net income FY2019	-674339000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001559720-22-000006	unverified
Net income FY2020	-4585000000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001559720-23-000003	unverified
Net income FY2021	-352000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-24-000006	unverified
Net income FY2022	1893000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-25-000010	unverified
Net income FY2023	4792000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2024	2648000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2025	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Dividend years (Yahoo)	[]	history	Yahoo Finance dividend history	unverified
Shares outstanding	589585682.0	2026-07-15	SEC cover page 10-Q 0001559720-26-000027 (sum of classes (Common Class A 419,529,556 x 1; Common Class B 170,056,126 x 1; Common Class H 9,200,000 x 0; class economics verified in https://www.sec.gov/Archives/edgar/data/1559720/000155972026000004/abnb-20251231.htm)); filing document https://www.sec.gov/Archives/edgar/data/1559720/000155972026000027/abnb-20260630.htm 0001559720-26-000027	not cross-checked

Magic Formula

21 of 100. ok. How this is scored.

Test or factor	Value	Threshold	Points
Earnings yield (EBIT/EV) EBIT trailing twelve months; EV = market cap + debt (2,476,000,000) - cash	2.82 % (rank 158)
Return on capital (EBIT/(NWC+PPE)) net working capital 7,387,000,000 used as reported	36.54 % (rank 113)
Combined rank	271

Inputs, 13 numbers with their sources

Input	Value	Period	Source	Check
operating_income	2544000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	not cross-checked
operating_income_q	86000000.0	2026-03-31 stale	SEC XBRL OperatingIncomeLoss (quarter CY2026Q1) 0001559720-26-000014	not cross-checked
operating_income_q	38000000.0	2025-03-31 history	SEC XBRL OperatingIncomeLoss (quarter CY2025Q1) 0001559720-26-000014	not cross-checked
operating_income_q	758000000.0	2026-06-30	SEC XBRL OperatingIncomeLoss (quarter CY2026Q2) 0001559720-26-000027	not cross-checked
operating_income_q	612000000.0	2025-06-30 history	SEC XBRL OperatingIncomeLoss (quarter CY2025Q2) 0001559720-26-000027	not cross-checked
current_assets	25479000000.0	2026-06-30	SEC XBRL AssetsCurrent (companyfacts) 0001559720-26-000027	not cross-checked
current_liabilities	18092000000.0	2026-06-30	SEC XBRL LiabilitiesCurrent (companyfacts) 0001559720-26-000027	not cross-checked
cash	6821000000.0	2026-06-30	SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) 0001559720-26-000027	not cross-checked
ppe_net	107000000.0	2025-12-31 stale	SEC XBRL PropertyPlantAndEquipmentNet (companyfacts) 0001559720-26-000004	not cross-checked
debt_incl_current	2476000000.0	2026-06-30	SEC XBRL LongTermDebt 0001559720-26-000027	not cross-checked
shares_out	589585682.0	2026-07-15	SEC cover page 10-Q 0001559720-26-000027 (sum of classes (Common Class A 419,529,556 x 1; Common Class B 170,056,126 x 1; Common Class H 9,200,000 x 0; class economics verified in https://www.sec.gov/Archives/edgar/data/1559720/000155972026000004/abnb-20251231.htm)); filing document https://www.sec.gov/Archives/edgar/data/1559720/000155972026000027/abnb-20260630.htm 0001559720-26-000027	not cross-checked
Price (close)	172.01	2026-10-23	Yahoo Finance / Alpaca Market Data	not cross-checked
note	debt = LongTermDebt (incl. current maturities)			not cross-checked

Momentum

64 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	17.5 % (percentile 64.1)	32.1 / 50
6 month return	21.2 % (percentile 80.2)	16.0 / 20
Price / 52-week high	0.903	13.5 / 15
Volatility penalty (60d annualised)	46.6 %	2.2 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	172.01	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 30 numbers with their sources

Input	Value	Source	Check
excluded 2026-10-15 S	10b5-1 plan	rule	not cross-checked
excluded 2026-10-12 S	10b5-1 plan	rule	not cross-checked
excluded 2026-10-12 S	10b5-1 plan	rule	not cross-checked
excluded 2026-10-12 S	10b5-1 plan	rule	not cross-checked
excluded 2026-10-12 S	10b5-1 plan	rule	not cross-checked
excluded 2026-10-12 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-15 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-14 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-14 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-14 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-14 S	10b5-1 plan	rule	not cross-checked
excluded 2026-09-01 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-31 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-31 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-31 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-31 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-31 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-28 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-26 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-26 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-26 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-25 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-25 S	10b5-1 plan	rule	not cross-checked
excluded 2026-08-24 S	10b5-1 plan	rule	not cross-checked

Buffett Quality

32 of 100. partial: 6, 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity)	-1.8% over 6 yrs	>= 15%	0.0 / 25
2 Profitable every year	4 of 7	all years	8.6 / 15
3 Net income growth, 3-yr average now vs start of window growth rate undefined	base or latest average not positive	>= +10%	0.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)	0.7 years	<= 4	15.0 / 15
5 Operating margin, 5-yr average	17.5%	>= 20%	8.0 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex) needs operating cash flow and capex for at least 4 of the last 5 years	2 years	>= 1.0	None / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap) needs three years of free cash flow	—	>= 7%	None / 15

Inputs, 31 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	172.01	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2020	-4585000000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001559720-23-000003	unverified
Equity at FY2020 end	2901000000.0	2020-12-31 history	SEC XBRL StockholdersEquity 0001559720-24-000006	unverified
Net income FY2021	-352000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-24-000006	unverified
Equity at FY2021 end	4775000000.0	2021-12-31 history	SEC XBRL StockholdersEquity 0001559720-25-000010	unverified
Net income FY2022	1893000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-25-000010	unverified
Equity at FY2022 end	5560000000.0	2022-12-31 history	SEC XBRL StockholdersEquity 0001559720-26-000004	unverified
Net income FY2023	4792000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Equity at FY2023 end	8165000000.0	2023-12-31 history	SEC XBRL StockholdersEquity 0001559720-26-000004	unverified
Net income FY2024	2648000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Equity at FY2024 end	8412000000.0	2024-12-31 history	SEC XBRL StockholdersEquity 0001559720-26-000027	unverified
Net income FY2025	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Equity at FY2025 end	8199000000.0	2025-12-31 history	SEC XBRL StockholdersEquity 0001559720-26-000027	unverified
Net income FY2019	-674339000.0	2019-12-31 history	SEC XBRL NetIncomeLoss 0001559720-22-000006	unverified
Net income FY2020	-4585000000.0	2020-12-31 history	SEC XBRL NetIncomeLoss 0001559720-23-000003	unverified
Net income FY2021	-352000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-24-000006	unverified
Net income FY2022	1893000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-25-000010	unverified
Net income FY2023	4792000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2024	2648000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2025	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
debt_incl_current	2476000000.0	2026-06-30	SEC XBRL LongTermDebt 0001559720-26-000027	unverified
Operating income FY2021	429000000.0	2021-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-24-000006	unverified
Revenue FY2021	5992000000.0	2021-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-24-000006	unverified
Operating income FY2022	1802000000.0	2022-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-25-000010	unverified
Revenue FY2022	8399000000.0	2022-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-25-000010	unverified
Operating income FY2023	1518000000.0	2023-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	unverified
Revenue FY2023	9917000000.0	2023-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
Operating income FY2024	2553000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	unverified
Revenue FY2024	11102000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
Operating income FY2025	2544000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	unverified
Revenue FY2025	12241000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified

Lynch GARP

23 of 100. partial: 1, 2, 3, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier	—	<= 1.0	None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier	—	12% to 35% a year	None / 20
3 P/E on latest annual EPS no usable diluted EPS for the latest fiscal year	—	<= 25	None / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)	0.32	<= 0.5	15.0 / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS	—	5 of 5	None / 15
6 Net cash (cash minus borrowings) / market cap	+4.3%	>= +10%	8.4 / 10

Inputs, 4 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	172.01	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
debt_incl_current	2476000000.0	2026-06-30	SEC XBRL LongTermDebt 0001559720-26-000027	unverified
equity	7799000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001559720-26-000027	unverified
cash	6821000000.0	2026-06-30	SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) 0001559720-26-000027	unverified

Graham Enterprising

39 of 100. partial: 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio	1.41	>= 1.5	12.2 / 15
2 Borrowings vs working capital LongTermDebt (incl. current maturities)	0.34 x	<= 1.1x	15.0 / 15
3 No earnings deficit in the last 5 years	4 of 5 profitable	5 of 5	12.0 / 15
4 Pays a current dividend	no	yes	0.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier	—	higher	None / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	13.0	<= 1.2	0.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities)	22.42	<= 0.67	0.0 / 15

Inputs, 13 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	172.01	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
current_assets	25479000000.0	2026-06-30	SEC XBRL AssetsCurrent (companyfacts) 0001559720-26-000027	unverified
current_liabilities	18092000000.0	2026-06-30	SEC XBRL LiabilitiesCurrent (companyfacts) 0001559720-26-000027	unverified
debt_incl_current	2476000000.0	2026-06-30	SEC XBRL LongTermDebt 0001559720-26-000027	unverified
Net income FY2021	-352000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-24-000006	unverified
Net income FY2022	1893000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-25-000010	unverified
Net income FY2023	4792000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2024	2648000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Net income FY2025	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
Dividend years (Yahoo)	[]	history	Yahoo Finance dividend history	not cross-checked
equity	7799000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001559720-26-000027	unverified
Shares outstanding	589585682.0	2026-07-15	SEC cover page 10-Q 0001559720-26-000027 (sum of classes (Common Class A 419,529,556 x 1; Common Class B 170,056,126 x 1; Common Class H 9,200,000 x 0; class economics verified in https://www.sec.gov/Archives/edgar/data/1559720/000155972026000004/abnb-20251231.htm)); filing document https://www.sec.gov/Archives/edgar/data/1559720/000155972026000027/abnb-20260630.htm 0001559720-26-000027	not cross-checked
liabilities	20955000000.0	2026-06-30	SEC XBRL Liabilities 0001559720-26-000027	unverified

Piotroski F-Score

56 of 100. partial: 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	11.3%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	4,646M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	12.6% -> 11.3%	pass = 1	0.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	4,646M vs 2,511M	pass = 1	11.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell	9.5% -> 0.0%	pass = 1	11.11111111111111 / 11.11111111111111
6 Current ratio improved	1.69 -> 1.38	pass = 1	0.0 / 11.11111111111111
7 No new shares issued (share count did not rise) an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)	23.0% -> 20.8%	pass = 1	0.0 / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.53 -> 0.55	pass = 1	11.11111111111111 / 11.11111111111111

Inputs, 25 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-12-31	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
total_assets 2025-12-31	22208000000.0	2025-12-31 history	SEC XBRL Assets 0001559720-26-000027	unverified
cfo 2025-12-31	4646000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001559720-26-000004	unverified
net_income 2025-12-31	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
net_income 2024-12-31	2648000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
total_assets 2025-12-31	22208000000.0	2025-12-31 history	SEC XBRL Assets 0001559720-26-000027	unverified
total_assets 2024-12-31	20959000000.0	2024-12-31 history	SEC XBRL Assets 0001559720-26-000004	unverified
cfo 2025-12-31	4646000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001559720-26-000004	unverified
net_income 2025-12-31	2511000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-175062) 0001559720-26-000004	unverified
lt_debt 2025-12-31	0.0	2025-12-31 history	SEC XBRL LongTermDebtNoncurrent 0001559720-26-000027	unverified
lt_debt 2024-12-31	1995000000.0	2024-12-31 history	SEC XBRL LongTermDebtNoncurrent 0001559720-26-000004	unverified
total_assets 2025-12-31	22208000000.0	2025-12-31 history	SEC XBRL Assets 0001559720-26-000027	unverified
total_assets 2024-12-31	20959000000.0	2024-12-31 history	SEC XBRL Assets 0001559720-26-000004	unverified
current_assets 2025-12-31	18797000000.0	2025-12-31 history	SEC XBRL AssetsCurrent 0001559720-26-000027	unverified
current_assets 2024-12-31	17180000000.0	2024-12-31 history	SEC XBRL AssetsCurrent 0001559720-26-000004	unverified
current_liabilities 2025-12-31	13649000000.0	2025-12-31 history	SEC XBRL LiabilitiesCurrent 0001559720-26-000027	unverified
current_liabilities 2024-12-31	10161000000.0	2024-12-31 history	SEC XBRL LiabilitiesCurrent 0001559720-26-000004	unverified
operating_income 2025-12-31	2544000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	unverified
operating_income 2024-12-31	2553000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001559720-26-000004	unverified
revenue 2025-12-31	12241000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
revenue 2024-12-31	11102000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
revenue 2025-12-31	12241000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
revenue 2024-12-31	11102000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001559720-26-000004	unverified
total_assets 2025-12-31	22208000000.0	2025-12-31 history	SEC XBRL Assets 0001559720-26-000027	unverified
total_assets 2024-12-31	20959000000.0	2024-12-31 history	SEC XBRL Assets 0001559720-26-000004	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	Dividend	Filing
2019	2019-12-31	4,805	-674	none	0001559720-22-000006
2020	2020-12-31	3,378	-4,585	none	0001559720-23-000003
2021	2021-12-31	5,992	-352	none	0001559720-24-000006
2022	2022-12-31	8,399	1,893	none	0001559720-25-000010
2023	2023-12-31	9,917	4,792	none	0001559720-26-000004
2024	2024-12-31	11,102	2,648	none	0001559720-26-000004
2025	2025-12-31	12,241	2,511	none	0001559720-26-000004

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-10-15	Bernstein David C	officer	sale plan	1,369	168.01	230,006
2026-10-12	Blecharczyk Nathan	officer	sale plan	1,000	167.19	167,185
2026-10-12	Blecharczyk Nathan	officer	sale plan	3,248	166.52	540,862
2026-10-12	Blecharczyk Nathan	officer	sale plan	2,248	165.44	371,910
2026-10-12	Blecharczyk Nathan	officer	sale plan	4,267	164.72	702,872
2026-10-12	Blecharczyk Nathan	officer	sale plan	2,852	163.45	466,151
2026-09-28	Blecharczyk Nathan	officer	sale plan	1,231	155.74	191,716
2026-09-28	Blecharczyk Nathan	officer	sale plan	134	158.31	21,214
2026-09-28	Blecharczyk Nathan	officer	sale plan	6,085	157.47	958,205
2026-09-28	Blecharczyk Nathan	officer	sale plan	5,684	156.54	889,773
2026-09-28	Blecharczyk Nathan	officer	sale plan	481	154.45	74,290
2026-09-15	Bernstein David C	officer	sale plan	1,489	168.93	251,537
2026-09-14	Blecharczyk Nathan	officer	sale plan	10,350	172.61	1,786,514
2026-09-14	Blecharczyk Nathan	officer	sale plan	591	173.14	102,326
2026-09-14	Blecharczyk Nathan	officer	sale plan	1,404	171.70	241,067
2026-09-14	Blecharczyk Nathan	officer	sale plan	1,270	170.73	216,827
2026-09-01	Bernstein David C	officer	sale plan	5,224	182.49	953,328
2026-08-31	Blecharczyk Nathan	officer	sale plan	3,719	188.51	701,069
2026-08-31	Blecharczyk Nathan	officer	sale plan	3,728	187.68	699,671
2026-08-31	Blecharczyk Nathan	officer	sale plan	4,042	186.38	753,348

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/ABNB; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.