Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines, with revenue of $7.35B vs. $7.19B expected and GAAP EPS of $2.53 vs. $2.37 consensus. Gross bookings rose 9% YoY to $51.0B, driven by a 5% increase in room nights and a 2% rise in constant-currency ADRs. Despite geopolitical headwinds in the Middle East impacting long-haul travel, merchant revenue surged 15% YoY as the company continued its strategic shift from agency to merchant models, while the Transformation Program raised run-rate savings guidance to $650M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Booking(BKNG) the Revenue is 7.352 B (+8.15%), Beat estimate;the EBIT is 2.5 B (+11.11%), Beat estimate;the EPS is 2.53 (+130.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
7.35B8.15%
7.19B5.76%
+0.16B2.39%
EBITExceed expectations
2.50B11.11%
2.41B6.92%
+0.09B4.19%
EPSExceed expectations
2.53130.59%
2.3743116.39%
+0.155714.20%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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