Overview
Travel marketplace's Q4 revenue rose 11%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations, rising 58% yr/yr
Company repurchased 9 mln shares for $1.7 bln in 2025
Outlook
Expedia forecasts Q1 2026 gross bookings between $34.6 bln and $35.2 bln
Company expects full-year 2026 revenue between $15.6 bln and $16.0 bln
Expedia anticipates adjusted EBITDA margin expansion of +3 to 4 points in Q1 2026
Result Drivers
B2B GROWTH - B2B gross bookings increased by 24% in Q4, indicating strong demand in this segment
LODGING BOOKINGS - Lodging gross bookings rose 13% in Q4, contributing to revenue growth
INTERNATIONAL AND U.S. STRENGTH - Room nights increased by 9% y/y, driven by sustained strength internationally and in the U.S.
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $3.55 bln | $3.42 bln (30 Analysts) |
Q4 Adjusted EPS | Beat | $3.78 | $3.36 (25 Analysts) |
Q4 EPS | $1.60 | ||
Q4 Net Income | $205 mln | ||
Q4 Adjusted EBITDA | Beat | $848 mln | $760.07 mln (30 Analysts) |
Q4 Gross Bookings | $27.003 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 23 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the leisure & recreation peer group is "buy"
Wall Street's median 12-month price target for Expedia Group Inc is $280.50, about 20.1% above its February 11 closing price of $233.60
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago
Press Release: ID:nBw8xkF7ta
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)