| EXPE |
Report |
Room Nights Booked (Q2 2026) |
BEAT |
pred ~113-115M vs. cons 111.0M |
MEDIUM |
| EXPE |
Report |
Adj. EBITDA Margin (Q2 2026) |
BEAT |
pred ~25.2-25.5% vs. cons 24.88% |
MEDIUM |
| EXPE |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$5.30-$5.50 vs. cons $5.05 |
MEDIUM |
| EXPE |
Guide |
FY 2026 Revenue Growth (FY 2026) |
BETTER |
guide ~7-10% vs. cons ~7.5% implied |
MEDIUM |
| EXPE |
Guide |
FY 2026 EBITDA Margin Expansion (FY 2026) |
BETTER |
guide ~125-150 bps vs. cons 100-125 bps prior |
MEDIUM |
| EXPE |
Guide |
Q3 2026 Revenue Growth (Q3 2026) |
BETTER |
guide ~6-8% vs. cons ~-3% YoY (depressed placeholder) |
HIGH |
| EXPE |
Guide |
Q3 2026 EBITDA Margin (Q3 2026) |
BETTER |
guide ~+50-100 bps vs. cons ~-140 bps YoY (depressed) |
MEDIUM |
| EXPE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| EXPE |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate upgrades on FY raise and Q3 guide vs. depressed consensus drive continued buying; partially offset by high pre-run bar |
MEDIUM |