Q3 2026
EPS
$9.39
est $8.89+5.6%
Revenue
$4.94B
est $4.73B+4.3%
Expedia raised full-year guidance on revenue, gross bookings and margin after B2B gross bookings jumped 19%. Fourth-quarter guidance still implies a slowdown.
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Latest Activity
AI is opening further opportunities across our business, enhancing internal productivity and creating new sources of growth.
Expedia's CEO is positioning AI as a growth driver on the Q3 earnings call, beyond its use as a cost lever, at the exact moment agentic booking tools threaten to disintermediate online travel agencies. For a $36.7 billion company whose entire model is matching travelers to inventory, how that bet lands is the story for holders.
We continue to deliver traveler value through more personalized and rewarding product experiences, improve supply across our marketplace, and advance our strategy to build the one-stop travel platform for B2B partners.
Gorin is putting B2B at the center of Expedia's third quarter story, the segment investors have leaned on while consumer bookings stay competitive. For a $36.7 billion company, how fast that one-stop partner platform scales is the number to track next quarter.
Our progress and the results we delivered demonstrate the differentiation of our platform and reinforce our confidence in our ability to deliver value for all our stakeholders.
Gorin is staking Expedia's Q3 case on platform differentiation at a moment when investors keep measuring the $36.7 billion company against Booking's room-night lead. The CEO's confidence language is the tell to track on the call for any read on demand into 2027.
We exceeded the high end of our guidance in the quarter, reflecting resilient travel demand and strong execution.
Gorin's third quarter beat tops her own high-end guidance, a direct read that consumer travel budgets have not cracked. For a $36.7 billion name levered entirely to booking volumes, the next guidance range is what matters most.
Dividend raised$0.48/sh+20% vs prior · payable 2026-12-10
Expedia is raising its quarterly dividend 20% to $0.48 a share, a confidence signal from a travel name that only started paying in recent years. Holders of record Nov. 18 get paid Dec. 10.
Regular session
$319.21
+8.11%open $295.26
An 8.11% jump to $319.21 adds roughly $3 billion to this $36.5 billion travel booker in a single session, the kind of move that usually resets the trading range. Worth watching whether the gain holds into the close.
Regular session
$319.57
+8.23%open $295.26
An 8.23% jump to $319.57 adds roughly $3 billion to a $36.6 billion company, a move this travel name rarely makes in a single session. Keep an eye on whether it holds the gain into the close.
Gainers
Losers
Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Gainers
Losers
The downside is doing the damage at Wednesday's open: Applied Optoelectronics is off 10.13%, with Dell and SanDisk each shedding roughly 9%. The best gainer, Intuit at 5.07%, does not come close to matching it.
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