Booking Holdings earnings date
Booking Holdings' next results are expected on November 3, 2026. For Booking Holdings, watch whether travel demand, investment returns and customer trust improve together.
What has Booking Holdings guided for the third quarter of 2026?
For the third quarter of 2026, management guided to room-night growth of 3.0%–5.0%. It expects revenue and adjusted EBITDA to grow 4.0%–6.0%; adjusted EBITDA compares operating performance but is not cash available to spend.
Constant-currency revenue growth is expected to be 5.0%–7.0%, compared with 4.0%–6.0% as reported. Constant currency removes exchange-rate movements. A hotel priced at €1,000 can produce fewer dollars when the euro weakens, even if the traveler and hotel price do not change.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Room Nights Growth | Quarter to Sep 2026 | 3.0% | 5.0% | Aug 4, 2026 |
| Revenue Growth | Quarter to Sep 2026 | 4.0% | 6.0% | Aug 4, 2026 |
| Constant Currency Revenue Growth | Quarter to Sep 2026 | 5.0% | 7.0% | Aug 4, 2026 |
| Adjusted EBITDA Growth | Quarter to Sep 2026 | 4.0% | 6.0% | Aug 4, 2026 |
| Revenue Growth | Year to Dec 2026 | Aug 4, 2026 | ||
| Constant Currency Revenue Growth | Year to Dec 2026 | Aug 4, 2026 | ||
| Adjusted EBITDA Growth | Year to Dec 2026 | Aug 4, 2026 |
Has Booking Holdings kept its past promises?
By August 2026, management expected approximately US$650 million of annual run-rate savings by the end of 2027. Run-rate means the savings expected over a full year once changes are fully operating; it is not cash already received. Booking has kept a measurable promise and set a larger one, but shareholders still need to watch restructuring costs, service quality and the returns on reinvestment.
What has Booking Holdings' revenue and profit done?
Revenue rose 8.1%, while operating income rose 11.1%, so operating margin improved. Net income increased much faster because the comparison included a currency loss in the prior year. In Q2 2026, specified euro-debt items produced a $195 million gain after a $961 million loss a year earlier.
Lower interest expense also helped as convertible-note charges disappeared. A $79 million discrete tax expense reduced current-quarter earnings, while adjusted net income grew 8%, much closer to revenue growth.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 7,352 | 5,532 | 6,349 | 9,008 | 6,798 | 4,762 | 5,471 | 7,994 |
| Operating income | 2,500 | 1,271 | 2,030 | 3,483 | 2,250 | 1,062 | 1,729 | 3,179 |
| Net income | 1,950 | 1,083 | 1,428 | 2,748 | 895 | 333 | 1,068 | 2,517 |
| EPS, diluted | 2.53 | 1.36 | 1.77 | 3.38 | 1.10 | 0.40 | 1.28 | 2.97 |
What this means. The company's separately reported free cash flow is one million dollars lower because our figure uses the rounded quarterly numbers shown in the table.