| EXPE |
Report |
Revenue |
BEAT |
pred ~$4.220B vs. cons $4.171B |
MEDIUM |
| EXPE |
Report |
Gross bookings |
BEAT |
pred ~$33.350B vs. cons $32.971B |
MEDIUM |
| EXPE |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.070B vs. cons $1.037B |
MEDIUM |
| EXPE |
Guide |
FY26 revenue |
BETTER |
guide ~$16.2B-$16.4B vs. cons $16.024B |
MEDIUM |
| EXPE |
Guide |
FY26 gross bookings |
UNCHANGED |
guide ~$129B-$131B vs. cons $129.258B |
MEDIUM |
| EXPE |
Guide |
FY26 EBITDA-margin expansion |
BETTER |
guide ~125-150 bps vs. cons UNVERIFIED |
LOW |
| EXPE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| EXPE |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY revenue/margin raise drives revisions |
LOW |