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, while cash flow is volatile due to working capital swings.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $9.39+6.1% vs $8.85 | $4.9B+4.3% vs $4.7B |
Q3 2026 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 |
Fresh momentum is carrying Airbnb (NASDAQ:ABNB | ABNB Price Prediction) past its online travel rivals after a quarter of reaccelerating growth. Airbnb stock is at $186.67, up 10% in morning trading.
EXPE's Q3 earnings and revenues beat guidance, driven by strong travel demand and B2B growth, as the company raises its full-year 2026 outlook.
Expedia raises its 2026 revenue and bookings outlook as B2B growth and margin gains drive results, but softer demand and geopolitical risks cloud Q4 prospects.
Shares of Expedia Group, Inc. (NASDAQ:EXPE) were last seen down 7.6% to trade at $292, after the the travel firm posted a slower-than-expected fourth-quarter bookings and revenue outlook.
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 |
|---|---|---|---|---|---|---|---|
| $259.24 | $29.68B | 26.43 | 7.61% | 8.78% | 48.41% | 0.58% | |
| $160.67 | $124.5B | 24.27 | 13.39% | 25.52% | — | 0.95% | |
| $189.99 | $112.76B | 47.14 | 10.26% | 20.45% | 33.38% | — | |
| $7.00 | $814.53M | 22.58 | 3.05% | 0.28% | 0.76% | — | |
| $44.37 | $27.94B | 6.39 | 13.91% | 36.97% | 14.42% | 0.69% | |
| $51.10 | $4.81B | 108.72 | 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 over the trailing twelve months. Revenue was $14.73B in fiscal year 2025. That is 530% more than the $2.34B of fiscal year 2003.
Expedia Group, Inc. (EXPE) grew revenue by 7.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. Expedia Group, Inc. (EXPE) earned $2.04B in net income over the trailing twelve months (a 13.0% net margin).
Yes. Expedia Group, Inc. (EXPE) pays a dividend that yields 0.58% at the current price, a small yield.
Expedia Group, Inc. (EXPE) had a return on equity (ROE) of 48.4% in fiscal year 2025. That is well above the market's typical 10-15%.
Expedia Group, Inc. (EXPE) generated $5.04B in free cash flow over the trailing twelve months.
