| EXPE |
Report |
Gross bookings |
BEAT |
pred ~$33.3B vs. cons $32.8B |
MEDIUM |
| EXPE |
Report |
Revenue |
IN-LINE |
pred ~$4.21B vs. cons $4.17B |
MEDIUM |
| EXPE |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.08B vs. cons $1.04B |
MEDIUM |
| EXPE |
Guide |
FY26 gross bookings |
BETTER |
guide ~$130.0B vs. cons $129.0B (FY26) |
MEDIUM |
| EXPE |
Guide |
FY26 revenue |
BETTER |
guide ~$16.15B vs. cons $15.95B (FY26) |
MEDIUM |
| EXPE |
Guide |
Adjusted EBITDA margin expansion |
BETTER |
guide ~163 bps vs. cons 140 bps (FY26) |
MEDIUM |
| EXPE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.8% |
— |
LOW |
| EXPE |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Day-1 residual of +3.8% fades to +1.5% by day 5: the quarter and FY26 raise clear consensus, but the elevated pre-earnings setup, second-half marketing comparisons, and higher AI investment limit out-period EBITDA revisions. |
LOW |