BKNG
Booking Holdings·NASDAQ
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BKNG fundamentals
Booking Holdings (BKNG) released its earnings on Feb 18, 2026: revenue was 6.35B (YoY +16.05%), beat estimates; EPS was 48.8 (YoY +17.45%), beat estimates.
Revenue / YoY
6.35B
+16.05%
EPS / YoY
48.8
+17.45%
Report date
Feb 18, 2026
BKNG Earnings Call Summary for Q4,2025
- Record Financial Performance: 2025 saw 12% gross bookings growth ($130B), 20% EBITDA expansion ($9.9B), and 22% EPS growth ($228/share).
- AI-Driven Efficiency: Customer service costs fell 10% YoY, enabling 19% Q4 EBITDA growth despite 16% revenue increase.
- Strategic Reinvestment: $250M reinvested in 2025 into GenAI, Connected Trip, and Asia, with 2026 reinvestment target of $700M.
- Loyalty Program Dominance: Genius Level 2/3 travelers now account for 50%+ of room nights, booking 3x more frequently than non-members.
- Capital Return Leadership: 2025 returned $8.2B to shareholders via buybacks and dividends, with 25-for-1 stock split announced for Q2 2026.
EPS
Actual | 3.77 | -10.81 | 12.27 | -0.57 | -5.26 | -2.55 | 37.7 | 15.83 | 3.9 | 19.08 | 53.03 | 24.74 | 11.6 | 37.62 | 72.32 | 32 | 20.39 | 41.9 | 83.89 | 41.55 | 24.81 | 55.4 | 99.5 | 48.8 | ||||||||||||||||
Forecast | 5.605 | -11.543 | 14.3582 | -4.2757 | -5.9723 | -2.1306 | 33.0147 | 13.3046 | 0.6117 | 17.3809 | 49.5299 | 22.1383 | 10.5731 | 29.063 | 67.743 | 29.7301 | 13.9782 | 38.7016 | 77.2056 | 36.0081 | 17.3366 | 50.3237 | 95.8502 | 48.6932 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -32.74% | +6.35% | -14.54% | +86.67% | +11.93% | -19.68% | +14.19% | +18.98% | +537.57% | +9.78% | +7.07% | +11.75% | +9.71% | +29.44% | +6.76% | +7.64% | +45.87% | +8.26% | +8.66% | +15.39% | +43.11% | +10.09% | +3.81% | +0.22% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.29B | 630.00M | 2.64B | 1.24B | 1.14B | 2.16B | 4.68B | 2.98B | 2.69B | 4.29B | 6.05B | 4.05B | 3.78B | 5.46B | 7.34B | 4.78B | 4.42B | 5.86B | 7.99B | 5.47B | 4.76B | 6.80B | 9.01B | 6.35B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.22B | 561.65M | 2.55B | 1.20B | 1.16B | 1.88B | 4.30B | 2.85B | 2.53B | 4.33B | 5.92B | 3.90B | 3.74B | 5.17B | 7.26B | 4.71B | 4.25B | 5.77B | 7.64B | 5.18B | 4.60B | 6.55B | 8.74B | 6.14B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.97% | +12.17% | +3.36% | +3.27% | -2.00% | +14.92% | +8.83% | +4.44% | +6.46% | -0.89% | +2.31% | +3.94% | +0.94% | +5.68% | +1.09% | +1.66% | +3.79% | +1.52% | +4.68% | +5.61% | +3.61% | +3.74% | +3.03% | +3.42% |
Earnings Call
You can ask Aime
What is Booking Holdings's gross profit margin?What were the key takeaways from Booking Holdings’s earnings call?What is the revenue and EPS growth rate for Booking Holdings year over year?What guidance did Booking Holdings's management provide for the next earnings period?What were the key takeaways from Booking Holdings's earnings call?What does Booking Holdings do and what are its main business segments?What factors drove the changes in Booking Holdings's revenue and profit?What is Booking Holdings's latest dividend and current dividend yield?
