Expedia Group, Inc. · EXPE · Next earnings

Expedia Group, Inc. reports Thursday, Nov 5, 2026

EXPE reports after market close with consensus EPS at $8.76 and revenue at $4.73B. Last quarter: EXPE Beats on Q1 Bookings and Margin, Holds Full-Year Guidance

Reports After market close46 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $8.76 Calendar consensus
Consensus revenue $4.73B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where EXPE left off: FY2026 Q1

Full report

EXPE Beats on Q1 Bookings and Margin, Holds Full-Year Guidance

EPS surprise +39.0% Reported $1.96 vs $1.41
Revenue surprise +2.2% Reported $3.43B vs $3.35B
Stock move -9.0% Event window
Subsequent drift -1.8% Up to 20 sessions

Guidance was maintained — unchanged from the prior quarter's full-year outlook. Despite the Q1 beat (EPS $1.96 vs. $1.41 estimated, revenue $3.43B vs. $3.35B estimated), management did not raise the full-year outlook. Q2 bookings growth is projected at 7-9%, a deceleration from Q1's 13%. The company announced a new $5 billion share repurchase authorization.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions (Middle East conflict) and Mexico travel advisories affecting cancellation rates.
  • Macro-economic volatility and potential inflationary pressure on travel demand.
  • Rising AI token and infrastructure costs that could pressure margins.

Questions analysts left open

  • Impact of macro volatility on room-night growth and guidance.
  • U.S. growth relative to peers and competitive dynamics.
  • Sustainability of marketing efficiency as leverage lapses.
  • Cost implications of scaling AI (token usage).
  • Incrementality and economics of the Uber partnership.

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Recent EXPE quarters

All EXPE earnings
-9.0%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.