B2B travel services company Global Business Travel (NYSE:GBTG) will be reporting results tomorrow morning. Here’s what you need to know.

Global Business Travel missed analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $597 million, up 4.6% year on year. It was a slower quarter for the company, with full-year revenue guidance slightly missing analysts’ expectations. 

Is Global Business Travel a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Global Business Travel’s revenue to grow 7.1% year on year to $588 million, improving from the 4.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.07 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Global Business Travel has missed Wall Street’s revenue estimates six times over the last two years.

Looking at Global Business Travel’s peers in the finance and HR software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Paycor delivered year-on-year revenue growth of 13.1%, beating analysts’ expectations by 1.9%, and Bill.com reported revenues up 13.9%, in line with consensus estimates. Paycor’s stock price was unchanged after the results, while Bill.com was down 35.6%.

Read our full analysis of Paycor’s results here and Bill.com’s results here.

Stocks generally had a good 2024. The Fed fought high inflation and won without sending the economy into a recession, otherwise lovingly known as a soft landing. The U.S. Central Bank is now cutting rates. That, plus the election of Donald Trump in November 2024, sent markets even higher, and while some of the finance and HR software stocks have shown solid performance, the group has generally underperformed, with share prices down 8% on average over the last month. Global Business Travel is down 10.8% during the same time and is heading into earnings with an average analyst price target of $10.38 (compared to the current share price of $8.02).

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