| BKNG |
Report |
Hotel Room Nights (Q2 2026) |
BEAT |
pred ~326M vs. cons 320.4M (+1.7%) |
MEDIUM |
| BKNG |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$2,670M vs. cons $2,559M (+4.3%) |
MEDIUM |
| BKNG |
Report |
Adj. EPS Diluted (Q2 2026) |
BEAT |
pred ~$2.58 vs. cons $2.41 (+7.1%) |
MEDIUM |
| BKNG |
Guide |
Q3 2026 Room Night Growth (Q3 2026) |
BETTER |
guide ~+8-10% vs. cons implied ~+5-6% |
MEDIUM |
| BKNG |
Guide |
FY 2026 Gross Bookings Growth (FY 2026) |
BETTER |
guide ~+11-12% vs. cons +9.6% |
MEDIUM |
| BKNG |
Guide |
FY 2026 Adj. EPS Growth (FY 2026) |
BETTER |
guide mid-teens (~+13-15%) vs. cons +10.2% |
MEDIUM |
| BKNG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| BKNG |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions follow Q3 guide upward; sell-side models off the Q3 room night guide, pulling Q3/FY estimates up ~3-5% |
MEDIUM |