Booking Holdings Inc. · BKNG · Next earnings

Booking Holdings Inc. reports Tuesday, Oct 27, 2026

BKNG reports after market close with consensus EPS at $4.49 and revenue at $9.54B. Last quarter: Booking Holdings Beats Q1 Estimates on Strong Travel Demand, Lowers Guidance

Reports After market close37 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $4.49 Calendar consensus
Consensus revenue $9.54B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where BKNG left off: FY2026 Q1

Full report

Booking Holdings Beats Q1 Estimates on Strong Travel Demand, Lowers Guidance

EPS surprise +5.6% Reported $1.14 vs $1.08
Revenue surprise +0.2% Reported $5.53B vs $5.52B
Stock move +0.3% Event window
Subsequent drift -2.4% Up to 20 sessions

Management lowered guidance for Q2 and the full year. Q2 room-night growth is now expected at 2-4%, and FY gross bookings growth is projected at high single-digit to low double-digit. The lowered outlook reflects the continued impact of the Middle East conflict on travel demand and broader macro uncertainty. The guidance sentiment was characterized as lowered despite the confident management tone and strong Q1 execution.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing Middle East conflict causing travel cancellations and a roughly 2-point room-night growth drag.
  • Geopolitical uncertainty and macroeconomic slowdown impacting consumer sentiment.
  • Rising airfares, jet fuel prices, and inflationary pressures on travel costs.
  • Regulatory scrutiny of AI deployments, particularly in Europe.
  • Competitive pressure from large AI and tech platforms entering the travel space.

Questions analysts left open

  • Magnitude and duration of the Middle East conflict's impact on Q2 and full-year results.
  • Evidence of broader consumer cautiousness outside the conflict region, especially due to higher travel costs.
  • Competitive positioning relative to other AI-driven travel platforms.
  • Effectiveness of cost-management actions and transformation program savings.

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Recent BKNG quarters

All BKNG earnings
+0.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.