| EXPE |
Report |
Revenue |
BEAT |
pred ~$4.24B vs. cons $4.169B |
MEDIUM |
| EXPE |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.09B vs. cons $1.036B |
MEDIUM |
| EXPE |
Report |
Adjusted EPS |
BEAT |
pred ~$5.46 vs. cons $5.18 |
MEDIUM |
| EXPE |
Guide |
FY2026 gross bookings growth |
UNCHANGED |
guide ~7.0% vs. cons 7.1% (FY2026) |
MEDIUM |
| EXPE |
Guide |
FY2026 revenue |
UNCHANGED |
guide ~$15.90B vs. cons $15.91B (FY2026) |
MEDIUM |
| EXPE |
Guide |
FY2026 adjusted EBITDA-margin expansion |
BETTER |
guide ~125 bps vs. cons 112 bps (FY2026) |
MEDIUM |
| EXPE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| EXPE |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A Q2 revenue/EBITDA beat of roughly $4.24B/$1.09B versus $4.169B/$1.036B is likely offset by roughly unchanged FY revenue and bookings guidance of $15.90B/7.0% versus consensus $15.91B/7.1%; the lack of a top-line raise after the rally should drive modest out-period estimate cuts despite margin upside. |
MEDIUM |