Expedia Group Inc.EXPE
▲ PositiveCapitalrelevance
Expedia beat Q2 estimates and raised full-year 2026 guidance for gross bookings, revenue, and adjusted EBITDA margin expansion.
Impact on stocks 1
Consumer Discretionary
Expedia Group Inc.Expedia Group reported second-quarter 2026 earnings and revenue that beat expectations and raised its full-year 2026 guidance for gross bookings, revenue, and adjusted EBITDA margin expansion, signaling improved operating leverage. The upgraded outlook is underpinned by momentum in its B2B segment and better profitability in its consumer brands, including Vrbo. The company's narrative projects $19.1 billion revenue and $2.9 billion earnings by 2029, requiring 6.8% annual revenue growth and a $0.9 billion earnings increase from $2.0 billion today. Analysts' most optimistic forecasts see revenue near $20.7 billion and earnings near $3.9 billion by 2029, assuming Vrbo and B2B products like Sponsored Listings scale faster than expected. However, risks remain from a soft U.S. travel market and rising competition pressuring take rates and margins.
Expedia Group Inc.Expedia beat Q2 estimates and raised full-year 2026 guidance for gross bookings, revenue, and adjusted EBITDA margin expansion.