EXPE
Expedia·NASDAQ
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EXPE fundamentals
Expedia (EXPE) released its earnings on Feb 12, 2026: revenue was 3.55B (YoY +11.40%), beat estimates; EPS was 3.78 (YoY +58.16%), beat estimates.
Revenue / YoY
3.55B
+11.40%
EPS / YoY
3.78
+58.16%
Report date
Feb 12, 2026
EXPE Earnings Call Summary for Q4,2025
- Q4 Strong Performance: 11% bookings growth, 4pts EBITDA margin expansion to 24%. B2B bookings up 24%, B2C marketing spend efficiency +6pts.
- AI-Driven Growth: 30% faster sites, 3x faster onboarding. 2/3 bookings direct, growing faster than indirect channels.
- 2026 Outlook: 6-8% bookings growth (FX-neutral), 100-125bps margin expansion. Q1: 10-12% bookings growth, 3-4pts EBITDA margin.
- Key Drivers: B2B API growth, partner marketing, AI personalization. 70%+ partner participation in promotions.
- Margin Discipline: 2025 cost actions to save $100M+ in 2026. Reinvesting in AI and B2B expansion.
- Risks: Macro uncertainty, geopolitical risks in Asia. Minimal chatbot booking impact (2% of total).
EPS
Actual | -1.83 | -4 | -0.24 | -2.68 | -2.02 | -1.13 | 3.53 | 1.06 | -0.47 | 1.96 | 4.05 | 1.26 | -0.2 | 2.89 | 5.41 | 1.72 | 0.21 | 3.51 | 6.13 | 2.39 | 0.4 | 4.24 | 7.57 | 3.78 | ||||||||||||||||
Forecast | -1.262 | -3.3386 | -0.7859 | -1.9417 | -2.2991 | -0.6021 | 1.6759 | 0.8016 | -0.4753 | 1.5692 | 4.0559 | 1.7309 | 0.0239 | 2.3533 | 4.9625 | 1.6734 | -0.1392 | 3.1836 | 6.0739 | 2.0865 | 0.3522 | 3.973 | 6.9706 | 3.3481 | ||||||||||||||||
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% | -45.01% | -19.81% | +69.46% | -38.02% | +12.14% | -87.68% | +110.63% | +32.24% | +1.12% | +24.90% | -0.15% | -27.21% | -936.82% | +22.81% | +9.02% | +2.78% | +250.86% | +10.25% | +0.92% | +14.55% | +13.57% | +6.72% | +8.60% | +12.90% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.21B | 566.00M | 1.50B | 920.00M | 1.25B | 2.11B | 2.96B | 2.28B | 2.25B | 3.18B | 3.62B | 2.62B | 2.67B | 3.36B | 3.93B | 2.89B | 2.89B | 3.56B | 4.06B | 3.18B | 2.99B | 3.79B | 4.41B | 3.55B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.21B | 695.67M | 1.39B | 1.12B | 1.11B | 1.99B | 2.72B | 2.29B | 2.25B | 2.99B | 3.59B | 2.70B | 2.66B | 3.37B | 3.86B | 2.87B | 2.80B | 3.53B | 4.11B | 3.07B | 3.01B | 3.71B | 4.28B | 3.42B |
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% | +0.15% | -18.64% | +8.38% | -17.55% | +11.94% | +6.01% | +8.90% | -0.65% | +0.06% | +6.47% | +0.78% | -3.10% | +0.11% | -0.43% | +1.87% | +0.48% | +3.01% | +0.68% | -1.28% | +3.71% | -0.82% | +2.11% | +3.00% | +3.84% |
Earnings Call
You can ask Aime
What factors drove the changes in Expedia's revenue and profit?What does Expedia do and what are its main business segments?What were the key takeaways from Expedia’s earnings call?What guidance did Expedia's management provide for the next earnings period?What is Expedia's latest dividend and current dividend yield?What is the market's earnings forecast for Expedia next quarter?Did Expedia beat or miss consensus estimates last quarter?What is Expedia's gross profit margin?
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