Expedia Group, Inc. · EXPE · Next earnings

Expedia Group, Inc. reports Thursday, Feb 11, 2027

EXPE reports after market close with consensus EPS at $4.61 and revenue at $3.74B. Last quarter: Expedia raises outlook as AI and B2B growth support Q2 momentum

Reports After market close98 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $4.61 Calendar consensus
Consensus revenue $3.74B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session After market close 98 days away

Where EXPE left off: FY2026 Q2

Full report

Expedia raises outlook as AI and B2B growth support Q2 momentum

EPS surprise +10.3% Reported $5.76 vs $5.22
Revenue surprise +3.4% Reported $4.32B vs $4.17B
Stock move -4.1% Event window
Subsequent drift -1.1% Up to 20 sessions

Management raised full-year guidance to 8–9% bookings growth and 9–10% revenue growth, with a higher EBITDA-margin outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Foreign-exchange headwinds and reduced air capacity in Europe could weigh on results.
  • Higher marketing spend in AI and social channels may not generate expected returns.
  • AI token costs, B2B competition, and Middle East-related travel pressures could affect margins or demand.

Questions analysts left open

  • Whether AI-native channels convert effectively versus Expedia's owned platforms.
  • Whether marketing efficiency and margin expansion remain durable into Q3 and Q4.
  • Competitive pressure in B2B travel and the monetization runway for advertising.

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Recent EXPE quarters

All EXPE earnings
-4.1%FY2026 Q2-9.0%FY2026 Q1-6.4%FY2025 Q4+17.5%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.