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Expedia (EXPE)
NASDAQ:EXPE
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.35Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated broad operational momentum: double-digit overall bookings and revenue growth (11%), outsized B2B strength (+24%), advertising reacceleration, substantial margin expansion in the quarter (nearly four points) and strong cash generation. Product, supply and service improvements (faster sites, larger property counts, record self-service and reduced agent wait times) support durable growth. Headwinds include a slowdown in parts of Asia/rest of world, modest near-term margin pressure in B2B from deliberate investments, higher total sales & marketing driven by B2B dynamics, and continued macro uncertainty that tempers the outlook. On balance, positive operational and financial results notably outweigh the challenges called out.Company Guidance
Strong Top-Line Growth
Gross bookings and revenue each grew 11% year-over-year; gross bookings were $27,000,000,000 and revenue was $3,500,000,000. Foreign exchange added ~1 point to bookings growth and ~2 points to revenue growth.
Margin Expansion and Profitability
Adjusted EBITDA expanded nearly four points in the quarter. Adjusted EBITDA was $848,000,000 (24% margin). Adjusted EPS was $3.78, up 58% year-over-year.
B2B and Advertising Outperformance
B2B gross bookings grew 24% to $8,700,000,000 and B2B revenue grew 24% to $1,300,000,000. Advertising revenue reaccelerated (management cited +19%) with a record number of active ad partners and expanded ad formats.
B2C Recovery and Brand Momentum
B2C gross bookings of $18,300,000,000 grew 5% and B2C revenue grew 4% to $2,200,000,000. B2C EBITDA margins improved to 31.5%, up ~6 points. Vrbo and Hotels.com returned to growth and all three core consumer brands delivered year-over-year bookings growth.
Product and Service Improvements
Sites and apps were ~30% faster year-over-year; checkout and payment options were upgraded; recommendation models drove the best Q4 attach rates ever; traveler self-service levels reached records and live-agent wait times were materially reduced (average 1–3 minutes during major events).
Supply Expansion and Promotional Leverage
Lodging property count grew more than 10% versus 2024. Sourcing of promotional rates increased >10 percentage points from Q3, partner-funded promotions represented >30% of bookings in Q4, and nearly 70% more properties participated in the Black Friday sale than ever before.
Strong Cash Generation and Capital Returns
Free cash flow for the year was $3,100,000,000; unrestricted cash and short-term investments were $5,700,000,000. Q4 repurchases of $255,000,000 bought 1,100,000 shares; since 2022 over 45,000,000 shares repurchased (net share count down ~22%). Quarterly dividend raised 20% to $0.48.
Confident Near-Term Guidance
Q1 guidance: gross bookings growth 10–12% and revenue growth 11–13% with expected Q1 EBITDA margin expansion of 3–4 points (FX tailwinds ~3 pts bookings, ~4 pts revenue). Full-year guidance: gross bookings growth 6–8%, revenue 6–9%, and expected full-year margin expansion of 100–125 basis points.
EXPE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EXPE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $227.24 | $212.67 | -6.41% |
Nov 06, 2025 | $219.33 | $257.82 | +17.55% |
Aug 07, 2025 | $186.94 | $194.57 | +4.08% |
May 08, 2025 | $167.99 | $155.73 | -7.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Expedia (EXPE) report earnings?
Expedia (EXPE) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Expedia (EXPE) earnings time?
Expedia (EXPE) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EXPE EPS forecast?
EXPE EPS forecast for the fiscal quarter 2026 (Q1) is 1.35.
