At the archive date, Booking Holdings Inc. was expected to release its Q3 2026 10-Q filing on October 26, 2026, after market close. Last quarter: Booking Holdings' Q2 revenues rose 8% but a drastic swing in other income sent diluted EPS soaring 130%, masking geopolitical headwinds and rising marketing costs.
EPS Estimate
$4.57
Revenue Estimate
$9.72B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the BKNG page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Global room nights increased 5% year-over-year in Q2, a sequential slowdown from 6% in Q1, primarily due to the conflict in the Middle East impacting long-haul international travel and reducing flight capacity. Direct impacts on travel within the region normalized during June, but indirect effects persisted.
The company raised its expected annual run-rate savings from the Transformation Program to approximately $650 million, with the majority of incremental savings to be realized by 2027. Restructuring costs and accelerated investments are estimated at less than one times the annual run-rate savings.
Merchant gross bookings grew 14.5% and now comprise 73% of total gross bookings, up from 69% a year ago, driven by the ongoing transition at Booking.com. While this expands revenue and earnings growth rates, it incurs additional payment processing and personnel costs that negatively affect operating margins.
Revenue
$7.35B
+8.15% YoY
EPS (Diluted)
$2.53
+130.00% YoY
Operating Income
$2.5B
+11.11% YoY
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