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Booking Holdings Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.08 |
| EPS actual | $1.14 |
| EPS Surprise | 5.56% |
| Revenue estimate | 5.519B |
| Revenue actual | 5.532B |
| Revenue Surprise | 0.236% |
| Release date | Feb 18, 2026 |
| EPS estimate | $1.95 |
| EPS actual | $1.95 |
| Revenue estimate | 6.139B |
| Revenue actual | 6.349B |
| Revenue Surprise | 3.42% |
| Release date | Oct 28, 2025 |
| EPS estimate | $3.83 |
| EPS actual | $3.98 |
| EPS Surprise | 3.92% |
| Revenue estimate | 8.743B |
| Revenue actual | 9.008B |
| Revenue Surprise | 3.03% |
| Release date | Jul 29, 2025 |
| EPS estimate | $2.01 |
| EPS actual | $2.22 |
| EPS Surprise | 10.45% |
| Revenue estimate | 6.553B |
| Revenue actual | 6.798B |
| Revenue Surprise | 3.74% |
Last 4 Quarters for Booking Holdings
Below you can see how BKNG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $223.63 |
| EPS estimate | $2.01 |
| EPS actual | $2.22 |
| EPS surprise | 10.45% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $229.45 |
| Jul 24, 2025 | $226.00 |
| Jul 25, 2025 | $225.29 |
| Jul 28, 2025 | $227.15 |
| Jul 29, 2025 | $223.63 |
| Jul 30, 2025 | $224.52 |
| Jul 31, 2025 | $220.16 |
| Aug 01, 2025 | $215.45 |
| Aug 04, 2025 | $219.04 |
| 4 days before | -2.54% |
| 4 days after | -2.05% |
| On release day | 0.398% |
| Change in period | -4.54% |
| Release date | Oct 28, 2025 |
| Price on release | $204.82 |
| EPS estimate | $3.83 |
| EPS actual | $3.98 |
| EPS surprise | 3.92% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $209.22 |
| Oct 23, 2025 | $203.74 |
| Oct 24, 2025 | $205.85 |
| Oct 27, 2025 | $210.18 |
| Oct 28, 2025 | $204.82 |
| Oct 29, 2025 | $203.03 |
| Oct 30, 2025 | $203.21 |
| Oct 31, 2025 | $203.11 |
| Nov 03, 2025 | $201.22 |
| 4 days before | -2.10% |
| 4 days after | -1.76% |
| On release day | -0.87% |
| Change in period | -3.82% |
| Release date | Feb 18, 2026 |
| Price on release | $170.80 |
| EPS estimate | $1.95 |
| EPS actual | $1.95 |
| Date | Price |
|---|---|
| Feb 11, 2026 | $172.50 |
| Feb 12, 2026 | $166.36 |
| Feb 13, 2026 | $165.62 |
| Feb 17, 2026 | $165.61 |
| Feb 18, 2026 | $170.80 |
| Feb 19, 2026 | $160.30 |
| Feb 20, 2026 | $163.07 |
| Feb 23, 2026 | $154.83 |
| Feb 24, 2026 | $162.74 |
| 4 days before | -0.99% |
| 4 days after | -4.72% |
| On release day | -6.15% |
| Change in period | -5.66% |
| Release date | Apr 28, 2026 |
| Price on release | $173.32 |
| EPS estimate | $1.08 |
| EPS actual | $1.14 |
| EPS surprise | 5.56% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $179.40 |
| Apr 23, 2026 | $176.75 |
| Apr 24, 2026 | $180.28 |
| Apr 27, 2026 | $177.52 |
| Apr 28, 2026 | $173.32 |
| Apr 29, 2026 | $173.98 |
| Apr 30, 2026 | $168.36 |
| May 01, 2026 | $169.63 |
| May 04, 2026 | $165.58 |
| 4 days before | -3.39% |
| 4 days after | -4.47% |
| On release day | 0.381% |
| Change in period | -7.70% |
Booking Holdings Earnings Call Transcript Summary of Q1 2026
Booking Holdings delivered a solid Q1 2026: gross bookings rose 15% to $53.8B, revenue grew 16% to $5.5B, adjusted EBITDA increased 19% to about $1.3B, and adjusted EPS was $1.14 (+14%). Room nights were 338M (+6% year-over-year; ~8% ex the Middle East conflict). The company estimates the Middle East conflict reduced room night and gross bookings growth by ~2 percentage points in Q1 and assumes the direct and indirect impact will continue through June, modeling ~3 points of headwind in Q2. Management reiterated focus on long-term strategy: investing in the U.S. and Asia, expanding direct channels and the Connected Trip cross-vertical strategy, strengthening the Genius loyalty program, and scaling GenAI capabilities (Penny, natural-language search, AI-driven customer service). Merchant mix continues to grow (~72% of gross bookings), supporting higher payment revenue. They executed a record $3.6B share repurchase in Q1, returning substantial capital while maintaining a strong cash position ($16.5B). Q2 guidance assumes room night growth of 2–4% and gross bookings/revenue/adjusted EBITDA growth of 4–6%; full-year 2026 guidance lowered at the midpoint given the assumed conflict impact but maintains long-term ambition of ~8% gross bookings and revenue growth and ~15% adjusted EPS growth in future years. Management emphasized disciplined cost management, continued strategic investment, and the potential for AI to drive conversion, efficiency and the Connected Trip vision.
