| EXPE |
Report |
Revenue |
BEAT |
pred ~$4.22B vs. cons $4.169B |
MEDIUM |
| EXPE |
Report |
Adj. EBITDA |
BEAT |
pred ~$1.06B vs. cons $1.036B |
MEDIUM |
| EXPE |
Report |
Adj. EPS |
BEAT |
pred ~$5.45 vs. cons $5.18 |
MEDIUM |
| EXPE |
Guide |
FY2026 revenue growth guide (raise) |
BETTER |
guide ~+8-9% vs. cons ~+7% (prior +6-9%, FY2026) |
MEDIUM |
| EXPE |
Guide |
FY2026 Adj. EBITDA margin expansion |
BETTER |
guide ~+125bps (high end) vs. cons ~+110bps (FY2026) |
MEDIUM |
| EXPE |
Guide |
Q2 gross bookings growth |
BETTER |
pred ~+9% (~$33.2B) vs. cons ~+8% ($33.0B) (Q2'26) |
MEDIUM |
| EXPE |
Guide |
Q3'26 revenue growth guide |
UNKNOWN |
guide ~+7-9% vs. cons ~+8% (Q3'26) |
LOW |
| EXPE |
Guide |
2H margin cadence commentary |
LOWER |
guide moderating expansion ~+50bps vs. cons ~+80bps (2H'26, lapping cost cuts + AI costs) |
MEDIUM |
| EXPE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| EXPE |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
Stock ran ~+20% in two weeks and ~+37% over two months into the print with consensus already at the top of the Q2 guide, so a beat + modest FY raise is largely priced — classic sell-the-news (mirrors the post-Q1 drop despite a beat). Out-period math weighs: management flagged moderating 2H margin expansion (lapping 2H'25 cost cuts, rising AI/token costs) plus B2B mix pressure and lingering Middle East/oil uncertainty, so even with a Q2 beat, forward EBITDA/margin revisions are capped, driving continued profit-taking and follow-through weakness over the week. |
LOW |