Expedia's accelerating revenue growth (14.0% YoY in Q2 2026) and record operating margin of 23.9% demonstrate strong operating leverage and successful B2B expansion. However, the balance sheet remains strained with equity of only $1.2B and a D/E ratio of 2.30,...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 14.0% in Q2 2026, with gross margin expanding to 90.7% and operating margin reaching a record 23.9%, though EPS volatility persists due to one-off costs.
Bull case suggests 11x multiples on $4.1 billion EBITDA, indicating 80-100% upside potential.
Analysts project an 11.1% implied upside with a $271 consensus target price.
Unified account across Expedia, Hotels.com, and Vrbo enhances customer loyalty and retention.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $5.76+10.3% vs $5.22 | $4.3B+3.4% vs $4.2B |
Q2 2026 May 7, 2026 | $1.96+39.0% vs $1.41 | $3.4B+2.2% vs $3.4B |
Q1 2026 Feb 12, 2026 | $3.78+12.8% vs $3.35 | $3.5B+3.8% vs $3.4B |
Q4 2025 Nov 6, 2025 | $7.57+8.6% vs $6.97 | $4.4B+3.0% vs $4.3B |
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Corient Private Wealth LP cut its position in shares of Expedia Group, Inc. (NASDAQ: EXPE) by 32.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 38,929 shares of the online travel company's stock after selling 19,110 shares during the quarter. Corient
Shares of Expedia Group, Inc (NASDAQ:EXPE) are down 2% to trade at $287.20, after Morgan Stanley assumed coverage of the global travel firm with an "underweight" rating and set a price target of $235.
Benchmark EXPE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Expedia Group, Inc. (EXPE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $280.70 | $32.14B | 28.61 | 7.61% | 8.78% | 48.41% | 0.54% | |
| $164.22 | $127.25B | 24.81 | 13.39% | 25.53% | — | — | |
| $161.81 | $96.04B | 40.15 | 10.26% | 20.45% | 33.38% | — | |
| $8.55 | $994.89M | 27.58 | 3.05% | 0.28% | 0.76% | — | |
| $40.85 | $25.72B | 5.90 | 13.91% | 48.76% | 19.11% | — | |
| $48.34 | $4.55B | 102.85 | 6.71% | 3.23% | — | — |
Expedia Group, Inc. (EXPE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Expedia Group, Inc. (EXPE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 23, 2026·SEC
May 7, 2026·SEC
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Expedia Group, Inc. (EXPE) stock FAQ — growth, dividends, profitability & financials explained
Expedia Group, Inc. (EXPE) reported $15.70B in revenue for fiscal year 2025. This represents a 571% increase from $2.34B in 2003.
Expedia Group, Inc. (EXPE) grew revenue by 7.6% over the past year. This is steady growth.
Yes, Expedia Group, Inc. (EXPE) is profitable, generating $2.04B in net income for fiscal year 2025 (8.8% net margin).
Yes, Expedia Group, Inc. (EXPE) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
Expedia Group, Inc. (EXPE) has a return on equity (ROE) of 48.4%. This is excellent, indicating efficient use of shareholder capital.
Expedia Group, Inc. (EXPE) generated $5.04B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
