Analyst Consensus ?
ConsensusHold75 ratings
Bullish3546.7%
Neutral3850.7%
Bearish22.6%
Expedia Group, Inc. · EXPE · FY2025 Q3 · Calendar Q4 2025
Expedia: Strong Q3, raised outlook, and AI-led growth priorities
The quarter supports a constructive operating case for Expedia: demand, B2B, advertising, and AI-enabled product initiatives were accompanied by raised guidance and margin expansion. The key test is whether growth and efficiency gains remain durable as competition, macro uncertainty, and tougher comparisons increase.
Reported After market closeNASDAQConsumer Cyclical
$30.34B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$7.57
Consensus $6.97
EPS surprise
+8.6%
Reported versus consensus
Reported revenue
$4.41B
Consensus $4.28B
Revenue surprise
+3.0%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+17.5%
Event window
SPY move
+0.1%
Same window
Abnormal move
+17.4%
Stock minus SPY
Volume
4.4×
Versus trailing sessions
Subsequent drift
+2.4%
Up to 20 sessions
EXPESPY benchmark
Ask FN2 about EXPE FY2025 Q3
Transcript, numbers and history already loaded
Why did EXPE rise 17.5% after beating EPS estimates in FY2025 Q3?What changed in EXPE's guidance and outlook in FY2025 Q3?Give me the bull and bear case for EXPE after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Expedia reported stronger Q3 operating performance than its prior outlook, with bookings and revenue growth accelerating, margin expanding, and B2B and advertising contributing meaningfully. Management also raised full-year guidance and made AI partnerships and product integration more prominent in its growth plan.
Guidance delta
Management raised full-year guidance and described Q4 growth of 6–8% with further margin expansion.
Key takeaways
- Q3 bookings grew 12% and revenue grew 9%, with EBITDA margin expanding by more than two points.
- B2B bookings grew 26%, led by Rapid API and new partner tools.
- Advertising revenue grew 16%, while AI partnerships and product features became central to the growth strategy.
- Management raised full-year guidance and cited continued cost discipline, growth investment, and share repurchases.
Management priorities
- Expand AI-powered search, personalization, trip planning, and property recommendations
- Deepen collaborations with OpenAI, Google, and Perplexity
- Grow B2B partnerships, Rapid API, advertising, and premium travel
- Extend loyalty capabilities and integrate data across brands
- Fund growth while continuing cost-out initiatives
Follow EXPE with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$265Current
$116Low
$242.74Average
$430High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Hold | Hold | Maintain | Sep 30, 2026 |
| BTIG | Buy | Buy | Maintain | Aug 25, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 24, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Aug 20, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 12, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 7, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 7, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Aug 7, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Aug 6, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 6, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Aug 6, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 6, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Aug 6, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 6, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 30, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 22, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 14, 2026 |
| Argus Research | Buy | Buy | Maintain | Jul 7, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | May 18, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Mar 3, 2026 |
| Citizens | Market Perform | Market Perform | Maintain | Feb 17, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Feb 17, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jan 28, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jan 6, 2026 |
| B of A Securities | Buy | Buy | Maintain | Dec 19, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Nov 11, 2025 |
| JP Morgan | Neutral | Neutral | Maintain | Nov 7, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | May 9, 2025 |
| JMP Securities | Market Perform | Market Perform | Maintain | Feb 7, 2025 |
| HSBC | Hold | Hold | Maintain | May 7, 2024 |
| Ascendiant Capital | Buy | Buy | Maintain | Dec 29, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 4, 2023 |
| Gordon Haskett | Buy | Hold | Upgrade | May 16, 2023 |
| Wolfe Research | Underperform | Peer Perform | Downgrade | Dec 7, 2022 |
| Redburn Partners | Neutral | Buy | Downgrade | Aug 29, 2022 |
| Deutsche Bank | Buy | Buy | Maintain | Aug 1, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 7, 2022 |
| Stifel | Hold | Hold | Maintain | Nov 8, 2021 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Nov 2, 2021 |
| CFRA | Hold | Hold | Maintain | May 21, 2020 |
| Raymond James | Outperform | Outperform | Maintain | Apr 29, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Apr 13, 2020 |
| Consumer Edge Research | Equal Weight | Equal Weight | Maintain | Nov 18, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Nov 7, 2019 |
| Piper Jaffray | Neutral | Overweight | Downgrade | Nov 7, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Nov 7, 2019 |
| Argus | Buy | Hold | Upgrade | Jul 31, 2019 |
| Telsey Advisory Group | Perform | Market Perform | Maintain | Nov 29, 2018 |
| PiperJaffray | Overweight | Overweight | Maintain | Jul 27, 2018 |
| Keybanc | Overweight | Overweight | Maintain | Jul 27, 2018 |
| Macquarie | Neutral | Outperform | Downgrade | Mar 15, 2018 |
| MKM Partners | Neutral | Neutral | Maintain | Feb 21, 2018 |
| Needham | Buy | Buy | Maintain | Jan 4, 2017 |
| CLSA | Outperform | Outperform | Maintain | Dec 8, 2016 |
| Pacific Crest | Overweight | Sector Weight | Upgrade | Oct 19, 2016 |
| MoffettNathanson | Buy | Buy | Maintain | Mar 17, 2016 |
| Moffett Nathanson | Buy | Buy | Maintain | Mar 17, 2016 |
| Brean Capital | Buy | Buy | Maintain | Mar 10, 2016 |
| Nomura | Neutral | Neutral | Maintain | Feb 11, 2016 |
| William Blair | Market Perform | Outperform | Downgrade | Nov 5, 2015 |
| Canaccord Genuity | Buy | Buy | Maintain | Sep 17, 2015 |
| Guggenheim | Buy | Buy | Maintain | May 19, 2015 |
| Buckingham Research | Neutral | Neutral | Maintain | Jun 27, 2014 |
| Exane BNP Paribas | Outperform | Outperform | Maintain | Jun 11, 2014 |
| Standpoint Research | Hold | Buy | Downgrade | Oct 31, 2013 |
| FBR Capital | Outperform | Outperform | Maintain | Oct 23, 2013 |
| Janney Capital | Neutral | Neutral | Maintain | Sep 12, 2013 |
| Lazard | Buy | Neutral | Upgrade | Sep 9, 2013 |
| Oddo Securities | Buy | Buy | Maintain | Jul 2, 2013 |
| Ameriprise Financial | Sell | Buy | Downgrade | May 30, 2013 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Feb 4, 2013 |
| Monness Crespi Hardt | Neutral | Buy | Downgrade | Feb 4, 2013 |
| Ascendiant | Buy | Buy | Maintain | Jan 23, 2013 |
| JG Capital | Overweight | Overweight | Maintain | Dec 5, 2012 |
| Bank oferica | Neutral | Neutral | Maintain | Apr 27, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $265. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Truist Financial | Analyst unavailable | $288 | $266.33 | +8.7% | Sep 30, 2026 |
| Morgan Stanley | Matthew Cost | $235 | $293.08 | -11.3% | Sep 16, 2026 |
| BTIG | Analyst unavailable | $400 | $339.12 | +50.9% | Aug 25, 2026 |
| Evercore ISI | Analyst unavailable | $430 | $331.15 | +62.3% | Aug 24, 2026 |
| Wedbush | Analyst unavailable | $417 | $325.47 | +57.4% | Aug 20, 2026 |
| UBS | Lloyd Walmsley | $351 | $321.07 | +32.5% | Aug 12, 2026 |
| BMO Capital | Analyst unavailable | $285 | $306.57 | +7.5% | Aug 7, 2026 |
| Susquehanna | Shyam Patil | $315 | $306.57 | +18.9% | Aug 7, 2026 |
| Goldman Sachs | Eric Sheridan | $370 | $311.96 | +39.6% | Aug 6, 2026 |
| Robert W. Baird | Michael Bellisario | $335 | $311.5 | +26.4% | Aug 6, 2026 |
| Piper Sandler | Analyst unavailable | $325 | $319.08 | +22.6% | Aug 6, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $310 | $319.66 | +17.0% | Aug 6, 2026 |
| BTIG | Analyst unavailable | $350 | $319.66 | +32.1% | Aug 6, 2026 |
| Barclays | Analyst unavailable | $320 | $319.66 | +20.8% | Aug 6, 2026 |
| B.Riley Financial | Naved Khan | $390 | $319.66 | +47.2% | Aug 6, 2026 |
| Evercore ISI | Analyst unavailable | $375 | $319.66 | +41.5% | Aug 6, 2026 |
| Morgan Stanley | Analyst unavailable | $300 | $293.09 | +13.2% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $294 | $264.94 | +10.9% | Jul 22, 2026 |
| Goldman Sachs | Analyst unavailable | $330 | $267.95 | +24.5% | Jul 20, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $255 | $265.01 | -3.8% | Jul 20, 2026 |
| Argus Research | Analyst unavailable | $315 | $271.27 | +18.9% | Jul 7, 2026 |
| Wells Fargo | Analyst unavailable | $303 | $265.28 | +14.3% | Jun 30, 2026 |
| Susquehanna | Analyst unavailable | $250 | $229.98 | -5.7% | May 11, 2026 |
| Barclays | Analyst unavailable | $264 | $229.98 | -0.4% | May 11, 2026 |
| UBS | Stephen Ju | $262 | $236.19 | -1.1% | May 8, 2026 |
| Robert W. Baird | Michael Bellisario | $290 | $252.79 | +9.4% | May 8, 2026 |
| Wells Fargo | Analyst unavailable | $307 | $252.79 | +15.8% | May 8, 2026 |
| Piper Sandler | Analyst unavailable | $245 | $252.79 | -7.5% | May 8, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $240 | $251.44 | -9.4% | Apr 27, 2026 |
| Morgan Stanley | Brian Nowak | $290 | $225.81 | +9.4% | Mar 27, 2026 |
| D.A. Davidson | Analyst unavailable | $260 | $200.74 | -1.9% | Feb 17, 2026 |
| Susquehanna | Shyam Patil | $240 | $204.98 | -9.4% | Feb 17, 2026 |
| BMO Capital | Brian Pitz | $255 | $212.67 | -3.8% | Feb 17, 2026 |
| Robert W. Baird | Analyst unavailable | $282 | $213.94 | +6.4% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $244 | $216.34 | -7.9% | Feb 13, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $245 | $214.92 | -7.5% | Feb 13, 2026 |
| UBS | Analyst unavailable | $266 | $227.24 | +0.4% | Feb 13, 2026 |
| Wells Fargo | Ken Gawrelski | $315 | $227.24 | +18.9% | Feb 13, 2026 |
| Barclays | Analyst unavailable | $260 | $227.24 | -1.9% | Feb 13, 2026 |
| Truist Financial | Gregory Miller | $252 | $246.61 | -4.9% | Feb 10, 2026 |
| Wedbush | Analyst unavailable | $260 | $233.01 | -1.9% | Feb 6, 2026 |
| Goldman Sachs | Analyst unavailable | $325 | $269.49 | +22.6% | Jan 27, 2026 |
| Barclays | Trevor Young | $245 | $272.15 | -7.5% | Jan 21, 2026 |
| UBS | Analyst unavailable | $270 | $295.88 | +1.9% | Jan 13, 2026 |
| Wells Fargo | Analyst unavailable | $329 | $301.31 | +24.2% | Jan 9, 2026 |
| Bernstein | Richard Clarke | $256 | $293.3 | -3.4% | Jan 6, 2026 |
| BTIG | Analyst unavailable | $330 | $287.47 | +24.5% | Jan 6, 2026 |
| Wedbush | Analyst unavailable | $290 | $287.89 | +9.4% | Dec 19, 2025 |
| Jefferies | Analyst unavailable | $285 | $278.78 | +7.5% | Dec 11, 2025 |
| D.A. Davidson | Tom White | $294 | $265.12 | +10.9% | Nov 17, 2025 |
| Mizuho Securities | Lloyd Walmsley | $270 | $263.11 | +1.9% | Nov 14, 2025 |
| Truist Financial | Analyst unavailable | $210 | $218.85 | -20.8% | Oct 27, 2025 |
| Wedbush | Analyst unavailable | $230 | $226.14 | -13.2% | Oct 22, 2025 |
| Jefferies | Analyst unavailable | $220 | $215.58 | -17.0% | Oct 17, 2025 |
| Wells Fargo | Analyst unavailable | $212 | $219.23 | -20.0% | Oct 6, 2025 |
| Susquehanna | Shyam Patil | $200 | $192.63 | -24.5% | Aug 11, 2025 |
| Bernstein | Richard Clarke | $210 | $192.63 | -20.8% | Aug 11, 2025 |
| D.A. Davidson | Tom White | $218 | $195.5 | -17.7% | Aug 11, 2025 |
| Bernstein | Richard Clarke | $215 | $195.26 | -18.9% | Aug 10, 2025 |
| BTIG | Jake Fuller | $250 | $195.26 | -5.7% | Aug 8, 2025 |
| Piper Sandler | Thomas Champion | $190 | $195.26 | -28.3% | Aug 8, 2025 |
| Wells Fargo | Ken Gawrelski | $211 | $195.26 | -20.4% | Aug 8, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $200 | $190.73 | -24.5% | Jul 23, 2025 |
| Wells Fargo | Ken Gawrelski | $143 | $137.11 | -46.0% | Apr 7, 2025 |
| Barclays | Trevor Young | $166 | $182.33 | -37.4% | Jan 13, 2025 |
| D.A. Davidson | Tom White | $190 | $130.01 | -28.3% | Nov 18, 2024 |
| Deutsche Bank | Leo Horowitz | $192 | $186.15 | -27.5% | Nov 8, 2024 |
| Evercore ISI | Mark Mahaney | $210 | $186.46 | -20.8% | Nov 8, 2024 |
| Piper Sandler | Ross Sandler | $153 | $187 | -42.3% | Nov 8, 2024 |
| Truist Financial | Greg Miller | $148 | $150.84 | -44.2% | Oct 17, 2024 |
| BTIG | Jake Fuller | $175 | $148.48 | -34.0% | Sep 27, 2024 |
| B.Riley Financial | Naved Khan | $186 | $137.68 | -29.8% | Sep 3, 2024 |
| Argus Research | John Staszak | $155 | $126.89 | -41.5% | Aug 13, 2024 |
| Piper Sandler | Tom Champion | $140 | $127.26 | -47.2% | Aug 9, 2024 |
| Bank of America Securities | Justin Post | $144 | $117.97 | -45.7% | Aug 9, 2024 |
| Jefferies | John Colantuoni | $125 | $116.02 | -52.8% | May 7, 2024 |
| D.A. Davidson | Tom White | $135 | $116.36 | -49.1% | May 6, 2024 |
| Barclays | Ross Sandler | $138 | $115.33 | -47.9% | May 6, 2024 |
| Evercore ISI | Mark Mahaney | $175 | $136.09 | -34.0% | May 3, 2024 |
| Oppenheimer | Jed Kelly | $155 | $136.09 | -41.5% | May 3, 2024 |
| Mizuho Securities | James Lee | $135 | $136.09 | -49.1% | May 3, 2024 |
| Piper Sandler | Thomas Champion | $145 | $136.09 | -45.3% | May 3, 2024 |
| Wells Fargo | Ken Gawrelski | $155 | $137.75 | -41.5% | Apr 1, 2024 |
| Ascendiant | Edward Woo | $160 | $135.74 | -39.6% | Mar 14, 2024 |
| Wedbush | Scott Devitt | $130 | $129.68 | -50.9% | Feb 9, 2024 |
| Susquehanna | Shyam Patil | $105 | $103.19 | -60.4% | Aug 4, 2023 |
| Wedbush | James Hardiman | $116 | $98.67 | -56.2% | Aug 3, 2023 |
| Barclays | Mario Lu | $124 | $92.63 | -53.2% | Nov 6, 2022 |
| Barclays | Mario Lu | $161 | $106.7 | -39.2% | Aug 24, 2022 |
| Morgan Stanley | Analyst unavailable | $128 | $106.84 | -51.7% | Aug 23, 2022 |
| Deutsche Bank | Lee Horowitz | $130 | $105.65 | -50.9% | Aug 3, 2022 |
| Truist Financial | Naved Khan | $185 | $100.75 | -30.2% | Jul 26, 2022 |
| BTIG | Jake Fuller | $150 | $101.2 | -43.4% | Jun 28, 2022 |
| Truist Financial | Naved Khan | $240 | $106.26 | -9.4% | Jun 14, 2022 |
| Goldman Sachs | Eric Sheridan | $173 | $121.99 | -34.7% | Jun 9, 2022 |
| RBC Capital | Brad Erickson | $185 | $127.79 | -30.2% | May 10, 2022 |
| Credit Suisse | Stephen Ju | $225 | $150.31 | -15.1% | May 3, 2022 |
| D.A. Davidson | Analyst unavailable | $195 | $148.81 | -26.4% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $210 | $147.66 | -20.8% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $235 | $155.16 | -11.3% | May 3, 2022 |
| Mizuho Securities | Analyst unavailable | $172 | $174.81 | -35.1% | May 3, 2022 |
| Barclays | Analyst unavailable | $229 | $174.81 | -13.6% | May 3, 2022 |
| Piper Sandler | Analyst unavailable | $225 | $174.81 | -15.1% | May 3, 2022 |
| Piper Sandler | Thomas Champion | $225 | $174.81 | -15.1% | May 3, 2022 |
| Barclays | Mario Lu | $229 | $150.31 | -13.6% | May 3, 2022 |
| Jefferies | John Colantuoni | $200 | $150.31 | -24.5% | May 3, 2022 |
| Piper Sandler | Thomas Champion | $225 | $150.31 | -15.1% | May 3, 2022 |
| D.A. Davidson | Tom White | $195 | $150.31 | -26.4% | May 3, 2022 |
| Evercore ISI | Mark Mahaney | $238 | $174.81 | -10.2% | May 2, 2022 |
| Mizuho Securities | James Lee | $172 | $174.81 | -35.1% | May 2, 2022 |
| BTIG | Jake Fuller | $235 | $174.81 | -11.3% | May 2, 2022 |
| BTIG | Jake Fuller | $235 | $174.81 | -11.3% | May 2, 2022 |
| Citigroup | Analyst unavailable | $200 | $190.15 | -24.5% | Apr 20, 2022 |
| Argus Research | John Staszak | $220 | $177.3 | -17.0% | Apr 11, 2022 |
| Deutsche Bank | Leo Horowitz | $218 | $179.31 | -17.7% | Mar 13, 2022 |
| Susquehanna | Shyam Patil | $210 | $197.17 | -20.8% | Feb 14, 2022 |
| Wolfe Research | Deepak Mathivanan | $210 | $192.12 | -20.8% | Feb 11, 2022 |
| Barclays | Mario Lu | $226 | $192.12 | -14.7% | Feb 11, 2022 |
| Truist Financial | Naved Khan | $260 | $192.12 | -1.9% | Feb 11, 2022 |
| Goldman Sachs | Eric Sheridan | $220 | $192.12 | -17.0% | Feb 11, 2022 |
| Benchmark Co. | Daniel Kurnos | $265 | $192.12 | +0.0% | Feb 11, 2022 |
| Piper Sandler | Thomas Champion | $231 | $192.12 | -12.8% | Feb 11, 2022 |
| RBC Capital | Brad Erickson | $200 | $192.12 | -24.5% | Feb 11, 2022 |
| Evercore ISI | Mark Mahaney | $238 | $192.12 | -10.2% | Feb 11, 2022 |
| Wells Fargo | Brian Fitzgerald | $250 | $192.12 | -5.7% | Feb 11, 2022 |
| Stifel Nicolaus | Scott Devitt | $215 | $192.12 | -18.9% | Feb 11, 2022 |
| Jefferies | John Colantuoni | $210 | $192.12 | -20.8% | Feb 11, 2022 |
| UBS | Lloyd Walmsley | $183 | $192.12 | -30.9% | Feb 11, 2022 |
| J.P. Morgan | Doug Anmuth | $216 | $192.12 | -18.5% | Feb 11, 2022 |
| Mizuho Securities | James Lee | $155 | $197.52 | -41.5% | Feb 10, 2022 |
| Cowen & Co. | Kevin Kopelman | $200 | $187.35 | -24.5% | Feb 7, 2022 |
| Stifel Nicolaus | Scott Devitt | $190 | $174.42 | -28.3% | Jan 22, 2022 |
| Piper Sandler | Thomas Champion | $216 | $184.4 | -18.5% | Jan 14, 2022 |
| Atlantic Equities | James Cordwell | $180 | $159.84 | -32.1% | Nov 2, 2021 |
| Gordon Haskett Capital Corporation | Robert Mollins | $168 | $148.89 | -36.6% | Aug 6, 2021 |
Track every rating change on EXPE the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationExpedia Group, Inc. operates as a leading online travel company, serving customers both within the United States and across international markets. The enterprise structures its extensive operations into three primary divisions: Retail, Business-to-Business (B2B), and Trivago. Its comprehensive brand portfolio caters to diverse travel needs. Key retail brands include Brand Expedia, a full-service online travel platform offering localized websites; Hotels.com, specializing in the marketing and distribution of lodging accommodations; and Vrbo, an online marketplace dedicated to alternative accommodation options. Other prominent travel booking websites under its umbrella are Orbitz, Travelocity, and CheapTickets. For the EMEA region, ebookers functions as an online travel agent, presenting travelers with a broad spectrum of choices, while Hotwire provides various travel booking services.…
Historical context
All EXPE earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| NKE NIKE, Inc. | FY2027 Q1 · Calendar Q4 2026 | +10.0% | -0.7% | Nike’s performance categories grow as resets weigh on FY27 outlook |
| CCL Carnival Corporation & plc | FY2026 Q3 · Calendar Q3 2026 | +5.9% | +13.4% | Carnival posts record Q3 as demand and efficiency offset fuel costs |
| DRI Darden Restaurants, Inc. | FY2027 Q1 · Calendar Q3 2026 | 0.0% | -3.0% | Darden reaffirms FY2027 outlook as brands deliver mixed comp growth |
| AZO AutoZone, Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.6% | +3.3% | AutoZone pairs commercial momentum with an aggressive FY2027 expansion plan |
| LEN-B Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | — | Lennar: Efficiency Gains Offset Housing-Market Pressures |
| LEN Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | -4.1% | Lennar Holds Volume Guidance as Margins Improve Despite Housing Headwinds |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the EXPE recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-04T22:30:43.292286+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T22:30:43.289463+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-04. For educational purposes only; not investment advice.