Q2 FY2026 EarningsQ2 FY26 beat consensus across all key financial metrics, with revenue of $4,315M vs. $4,173M expected and normalized EPS of $7.16 vs. $5.25. B2B revenue grew 23% YoY, while B2C increased 8% as lodging demand remained resilient despite macro headwinds. Gross margin reached 90.7% (vs. 90.3% expected), driven by payment efficiencies and a shift toward higher-margin B2B partner commissions, supporting a significant beat in operating income.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Expedia(EXPE) the Revenue is 4.315 B (+13.97%), Beat estimate;the EBIT is 800 M (+64.95%), Beat estimate;the EPS is 7.16 (+188.7%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
4.32B13.97%
4.17B10.21%
+0.14B3.76%
EBITExceed expectations
0.80B64.95%
0.70B45.32%
+0.10B19.63%
EPSExceed expectations
7.16188.71%
4.490581.07%
+2.6695107.64%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf