Analyst Consensus ?
ConsensusHold75 ratings
Bullish3546.7%
Neutral3850.7%
Bearish22.6%
Expedia Group, Inc. · EXPE · FY2026 Q2 · Calendar Q3 2026
Expedia raises outlook as AI and B2B growth support Q2 momentum
The supplied Q2 analysis supports a constructive but conditional view: resilient U.S. demand, AI-enabled product improvements, B2B expansion, and acquisitions are supporting growth, while execution, competition, FX, and AI-related costs remain important tests.
Reported After market closeNASDAQConsumer Cyclical
$32.18B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.76
Consensus $5.22
EPS surprise
+10.3%
Reported versus consensus
Reported revenue
$4.32B
Consensus $4.17B
Revenue surprise
+3.4%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-4.1%
Event window
SPY move
-0.2%
Same window
Abnormal move
-3.9%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-1.1%
Up to 20 sessions
EXPESPY benchmark
Ask FN2 about EXPE FY2026 Q2
Transcript, numbers and history already loaded
Why did EXPE fall 4.1% after beating EPS estimates in FY2026 Q2?What changed in EXPE's guidance and outlook in FY2026 Q2?Give me the bull and bear case for EXPE after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management's outlook moved from maintained to raised: full-year bookings and revenue guidance increased, the EBITDA-margin outlook improved, and Expedia added Layla, CarTrawler, and Tiqets to its product and B2B expansion plans.
Guidance delta
Management raised full-year guidance to 8–9% bookings growth and 9–10% revenue growth, with a higher EBITDA-margin outlook.
Key takeaways
- Q2 bookings rose 12% and revenue rose 14%, with adjusted EBITDA up 23%, according to the supplied transcript analysis.
- Management said full-year bookings and revenue guidance increased, while margin expansion continued.
- AI search, conversational experiences, and new AI-native channels are being used to improve conversion and capture traveler intent.
- B2B growth and planned acquisitions are intended to broaden Expedia's one-stop travel offering.
Management priorities
- Integrate Layla into Expedia's core travel experience.
- Complete and integrate CarTrawler while expanding the B2B one-stop travel shop, including Tiqets.
- Expand natural-language search, agentic voice, and other AI product features while managing token costs.
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
$281.02Previous close
$116Low
$240.75Average
$430High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 22, 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 |
|---|---|---|---|---|
| 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 |
| Truist Securities | Hold | Hold | Maintain | Aug 3, 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 previous close $281.02. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Matthew Cost | $235 | $293.08 | -16.4% | Sep 16, 2026 |
| BTIG | Analyst unavailable | $400 | $339.12 | +42.3% | Aug 25, 2026 |
| Evercore ISI | Analyst unavailable | $430 | $331.15 | +53.0% | Aug 24, 2026 |
| Wedbush | Analyst unavailable | $417 | $325.47 | +48.4% | Aug 20, 2026 |
| UBS | Lloyd Walmsley | $351 | $321.07 | +24.9% | Aug 12, 2026 |
| BMO Capital | Analyst unavailable | $285 | $306.57 | +1.4% | Aug 7, 2026 |
| Susquehanna | Shyam Patil | $315 | $306.57 | +12.1% | Aug 7, 2026 |
| Goldman Sachs | Eric Sheridan | $370 | $311.96 | +31.7% | Aug 6, 2026 |
| Robert W. Baird | Michael Bellisario | $335 | $311.5 | +19.2% | Aug 6, 2026 |
| Piper Sandler | Analyst unavailable | $325 | $319.08 | +15.7% | Aug 6, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $310 | $319.66 | +10.3% | Aug 6, 2026 |
| BTIG | Analyst unavailable | $350 | $319.66 | +24.5% | Aug 6, 2026 |
| Barclays | Analyst unavailable | $320 | $319.66 | +13.9% | Aug 6, 2026 |
| B.Riley Financial | Naved Khan | $390 | $319.66 | +38.8% | Aug 6, 2026 |
| Evercore ISI | Analyst unavailable | $375 | $319.66 | +33.4% | Aug 6, 2026 |
| Morgan Stanley | Analyst unavailable | $300 | $293.09 | +6.8% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $294 | $264.94 | +4.6% | Jul 22, 2026 |
| Goldman Sachs | Analyst unavailable | $330 | $267.95 | +17.4% | Jul 20, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $255 | $265.01 | -9.3% | Jul 20, 2026 |
| Argus Research | Analyst unavailable | $315 | $271.27 | +12.1% | Jul 7, 2026 |
| Wells Fargo | Analyst unavailable | $303 | $265.28 | +7.8% | Jun 30, 2026 |
| Susquehanna | Analyst unavailable | $250 | $229.98 | -11.0% | May 11, 2026 |
| Barclays | Analyst unavailable | $264 | $229.98 | -6.1% | May 11, 2026 |
| UBS | Stephen Ju | $262 | $236.19 | -6.8% | May 8, 2026 |
| Robert W. Baird | Michael Bellisario | $290 | $252.79 | +3.2% | May 8, 2026 |
| Wells Fargo | Analyst unavailable | $307 | $252.79 | +9.2% | May 8, 2026 |
| Piper Sandler | Analyst unavailable | $245 | $252.79 | -12.8% | May 8, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $240 | $251.44 | -14.6% | Apr 27, 2026 |
| Morgan Stanley | Brian Nowak | $290 | $225.81 | +3.2% | Mar 27, 2026 |
| D.A. Davidson | Analyst unavailable | $260 | $200.74 | -7.5% | Feb 17, 2026 |
| Susquehanna | Shyam Patil | $240 | $204.98 | -14.6% | Feb 17, 2026 |
| BMO Capital | Brian Pitz | $255 | $212.67 | -9.3% | Feb 17, 2026 |
| Robert W. Baird | Analyst unavailable | $282 | $213.94 | +0.3% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $244 | $216.34 | -13.2% | Feb 13, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $245 | $214.92 | -12.8% | Feb 13, 2026 |
| UBS | Analyst unavailable | $266 | $227.24 | -5.3% | Feb 13, 2026 |
| Wells Fargo | Ken Gawrelski | $315 | $227.24 | +12.1% | Feb 13, 2026 |
| Barclays | Analyst unavailable | $260 | $227.24 | -7.5% | Feb 13, 2026 |
| Truist Financial | Gregory Miller | $252 | $246.61 | -10.3% | Feb 10, 2026 |
| Wedbush | Analyst unavailable | $260 | $233.01 | -7.5% | Feb 6, 2026 |
| Goldman Sachs | Analyst unavailable | $325 | $269.49 | +15.7% | Jan 27, 2026 |
| Barclays | Trevor Young | $245 | $272.15 | -12.8% | Jan 21, 2026 |
| UBS | Analyst unavailable | $270 | $295.88 | -3.9% | Jan 13, 2026 |
| Wells Fargo | Analyst unavailable | $329 | $301.31 | +17.1% | Jan 9, 2026 |
| Bernstein | Richard Clarke | $256 | $293.3 | -8.9% | Jan 6, 2026 |
| BTIG | Analyst unavailable | $330 | $287.47 | +17.4% | Jan 6, 2026 |
| Wedbush | Analyst unavailable | $290 | $287.89 | +3.2% | Dec 19, 2025 |
| Jefferies | Analyst unavailable | $285 | $278.78 | +1.4% | Dec 11, 2025 |
| D.A. Davidson | Tom White | $294 | $265.12 | +4.6% | Nov 17, 2025 |
| Mizuho Securities | Lloyd Walmsley | $270 | $263.11 | -3.9% | Nov 14, 2025 |
| Truist Financial | Analyst unavailable | $210 | $218.85 | -25.3% | Oct 27, 2025 |
| Wedbush | Analyst unavailable | $230 | $226.14 | -18.2% | Oct 22, 2025 |
| Jefferies | Analyst unavailable | $220 | $215.58 | -21.7% | Oct 17, 2025 |
| Wells Fargo | Analyst unavailable | $212 | $219.23 | -24.6% | Oct 6, 2025 |
| Susquehanna | Shyam Patil | $200 | $192.63 | -28.8% | Aug 11, 2025 |
| Bernstein | Richard Clarke | $210 | $192.63 | -25.3% | Aug 11, 2025 |
| D.A. Davidson | Tom White | $218 | $195.5 | -22.4% | Aug 11, 2025 |
| Bernstein | Richard Clarke | $215 | $195.26 | -23.5% | Aug 10, 2025 |
| BTIG | Jake Fuller | $250 | $195.26 | -11.0% | Aug 8, 2025 |
| Piper Sandler | Thomas Champion | $190 | $195.26 | -32.4% | Aug 8, 2025 |
| Wells Fargo | Ken Gawrelski | $211 | $195.26 | -24.9% | Aug 8, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $200 | $190.73 | -28.8% | Jul 23, 2025 |
| Wells Fargo | Ken Gawrelski | $143 | $137.11 | -49.1% | Apr 7, 2025 |
| Barclays | Trevor Young | $166 | $182.33 | -40.9% | Jan 13, 2025 |
| D.A. Davidson | Tom White | $190 | $130.01 | -32.4% | Nov 18, 2024 |
| Deutsche Bank | Leo Horowitz | $192 | $186.15 | -31.7% | Nov 8, 2024 |
| Evercore ISI | Mark Mahaney | $210 | $186.46 | -25.3% | Nov 8, 2024 |
| Piper Sandler | Ross Sandler | $153 | $187 | -45.6% | Nov 8, 2024 |
| Truist Financial | Greg Miller | $148 | $150.84 | -47.3% | Oct 17, 2024 |
| BTIG | Jake Fuller | $175 | $148.48 | -37.7% | Sep 27, 2024 |
| B.Riley Financial | Naved Khan | $186 | $137.68 | -33.8% | Sep 3, 2024 |
| Argus Research | John Staszak | $155 | $126.89 | -44.8% | Aug 13, 2024 |
| Piper Sandler | Tom Champion | $140 | $127.26 | -50.2% | Aug 9, 2024 |
| Bank of America Securities | Justin Post | $144 | $117.97 | -48.8% | Aug 9, 2024 |
| Jefferies | John Colantuoni | $125 | $116.02 | -55.5% | May 7, 2024 |
| D.A. Davidson | Tom White | $135 | $116.36 | -52.0% | May 6, 2024 |
| Barclays | Ross Sandler | $138 | $115.33 | -50.9% | May 6, 2024 |
| Evercore ISI | Mark Mahaney | $175 | $136.09 | -37.7% | May 3, 2024 |
| Oppenheimer | Jed Kelly | $155 | $136.09 | -44.8% | May 3, 2024 |
| Mizuho Securities | James Lee | $135 | $136.09 | -52.0% | May 3, 2024 |
| Piper Sandler | Thomas Champion | $145 | $136.09 | -48.4% | May 3, 2024 |
| Wells Fargo | Ken Gawrelski | $155 | $137.75 | -44.8% | Apr 1, 2024 |
| Ascendiant | Edward Woo | $160 | $135.74 | -43.1% | Mar 14, 2024 |
| Wedbush | Scott Devitt | $130 | $129.68 | -53.7% | Feb 9, 2024 |
| Credit Suisse | Stephen Ju | $174 | $103.19 | -38.1% | Aug 4, 2023 |
| Wedbush | James Hardiman | $116 | $98.67 | -58.7% | Aug 3, 2023 |
| Barclays | Mario Lu | $124 | $92.63 | -55.9% | Nov 6, 2022 |
| Barclays | Mario Lu | $161 | $106.7 | -42.7% | Aug 24, 2022 |
| Morgan Stanley | Analyst unavailable | $128 | $106.84 | -54.5% | Aug 23, 2022 |
| Deutsche Bank | Lee Horowitz | $130 | $105.65 | -53.7% | Aug 3, 2022 |
| Truist Financial | Naved Khan | $185 | $100.75 | -34.2% | Jul 26, 2022 |
| BTIG | Jake Fuller | $150 | $101.2 | -46.6% | Jun 28, 2022 |
| Truist Financial | Naved Khan | $240 | $106.26 | -14.6% | Jun 14, 2022 |
| Goldman Sachs | Eric Sheridan | $173 | $121.99 | -38.4% | Jun 9, 2022 |
| RBC Capital | Brad Erickson | $185 | $127.79 | -34.2% | May 10, 2022 |
| Credit Suisse | Stephen Ju | $225 | $150.31 | -19.9% | May 3, 2022 |
| D.A. Davidson | Analyst unavailable | $195 | $148.81 | -30.6% | May 3, 2022 |
| Morgan Stanley | Analyst unavailable | $210 | $147.66 | -25.3% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $235 | $155.16 | -16.4% | May 3, 2022 |
| Mizuho Securities | Analyst unavailable | $172 | $174.81 | -38.8% | May 3, 2022 |
| Barclays | Analyst unavailable | $229 | $174.81 | -18.5% | May 3, 2022 |
| Piper Sandler | Analyst unavailable | $225 | $174.81 | -19.9% | May 3, 2022 |
| Piper Sandler | Thomas Champion | $225 | $174.81 | -19.9% | May 3, 2022 |
| Barclays | Mario Lu | $229 | $150.31 | -18.5% | May 3, 2022 |
| Jefferies | John Colantuoni | $200 | $150.31 | -28.8% | May 3, 2022 |
| Piper Sandler | Thomas Champion | $225 | $150.31 | -19.9% | May 3, 2022 |
| D.A. Davidson | Tom White | $195 | $150.31 | -30.6% | May 3, 2022 |
| Evercore ISI | Mark Mahaney | $238 | $174.81 | -15.3% | May 2, 2022 |
| Mizuho Securities | James Lee | $172 | $174.81 | -38.8% | May 2, 2022 |
| BTIG | Jake Fuller | $235 | $174.81 | -16.4% | May 2, 2022 |
| BTIG | Jake Fuller | $235 | $174.81 | -16.4% | May 2, 2022 |
| Citigroup | Analyst unavailable | $200 | $190.15 | -28.8% | Apr 20, 2022 |
| Argus Research | John Staszak | $220 | $177.3 | -21.7% | Apr 11, 2022 |
| Deutsche Bank | Leo Horowitz | $218 | $179.31 | -22.4% | Mar 13, 2022 |
| Susquehanna | Shyam Patil | $210 | $197.17 | -25.3% | Feb 14, 2022 |
| Wolfe Research | Deepak Mathivanan | $210 | $192.12 | -25.3% | Feb 11, 2022 |
| Barclays | Mario Lu | $226 | $192.12 | -19.6% | Feb 11, 2022 |
| Truist Financial | Naved Khan | $260 | $192.12 | -7.5% | Feb 11, 2022 |
| Goldman Sachs | Eric Sheridan | $220 | $192.12 | -21.7% | Feb 11, 2022 |
| Benchmark Co. | Daniel Kurnos | $265 | $192.12 | -5.7% | Feb 11, 2022 |
| Piper Sandler | Thomas Champion | $231 | $192.12 | -17.8% | Feb 11, 2022 |
| RBC Capital | Brad Erickson | $200 | $192.12 | -28.8% | Feb 11, 2022 |
| Evercore ISI | Mark Mahaney | $238 | $192.12 | -15.3% | Feb 11, 2022 |
| Wells Fargo | Brian Fitzgerald | $250 | $192.12 | -11.0% | Feb 11, 2022 |
| Stifel Nicolaus | Scott Devitt | $215 | $192.12 | -23.5% | Feb 11, 2022 |
| Jefferies | John Colantuoni | $210 | $192.12 | -25.3% | Feb 11, 2022 |
| UBS | Lloyd Walmsley | $183 | $192.12 | -34.9% | Feb 11, 2022 |
| J.P. Morgan | Doug Anmuth | $216 | $192.12 | -23.1% | Feb 11, 2022 |
| Mizuho Securities | James Lee | $155 | $197.52 | -44.8% | Feb 10, 2022 |
| Cowen & Co. | Kevin Kopelman | $200 | $187.35 | -28.8% | Feb 7, 2022 |
| Stifel Nicolaus | Scott Devitt | $190 | $174.42 | -32.4% | Jan 22, 2022 |
| Piper Sandler | Thomas Champion | $216 | $184.4 | -23.1% | Jan 14, 2022 |
| Atlantic Equities | James Cordwell | $180 | $159.84 | -35.9% | Nov 2, 2021 |
| Gordon Haskett Capital Corporation | Robert Mollins | $168 | $148.89 | -40.2% | 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 |
|---|---|---|---|---|
| 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 |
| TCOM Trip.com Group Limited | FY2026 Q2 · Calendar Q3 2026 | +22.3% | +3.0% | Trip.com pairs international growth with heavier AI investment |
| CASY Casey's General Stores, Inc. | FY2027 Q1 · Calendar Q3 2026 | +8.7% | -14.2% | Casey's Q1: Prepared Food Drives Growth as Fuel Margins Stay Volatile |
| LULU Lululemon Athletica Inc. | FY2026 Q2 · Calendar Q3 2026 | +63.1% | -17.4% | Lululemon lowers FY2026 outlook as North America weakens |
| FIVE Five Below, Inc. | FY2027 Q2 · Calendar Q3 2026 | +20.0% | -1.3% | Five Below raises outlook as its retail flywheel gains momentum |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% 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 · 2026-08-07T14:13:06.224938+00:00
- FN2 earnings calendar · 2026-09-10T01:23:13.706414+00:00
- Polygon adjusted daily market bars · 2026-09-22T09:30:51.802436+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-22T09:30:51.799689+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 . For educational purposes only; not investment advice.