Shares of Expedia Group Inc (NYSE:EXPE) are falling sharply this morning, brushing off better-than-expected first-quarter earnings and revenue, with bookings are up 13% year over year.
Online travel agency Expedia's shares dropped 8% before the bell on Friday, after the ongoing conflict in the Middle East and a travel advisory in Mexico shaved about 200 basis points off its quarterly bookings and room-night growth.
Expedia Group, Inc. (EXPE) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Expedia (EXPE) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Expedia (EXPE) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $0.4 per share a year ago.
EXPE heads into Q1 earnings with strong B2B momentum and AI gains, but geopolitical and competitive pressures may weigh on growth.
Beyond analysts' top-and-bottom-line estimates for Expedia (EXPE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Expedia (EXPE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Expedia Group is reiterated as a buy, supported by robust growth, strategic partnerships, and solid liquidity amid recent market volatility. EXPE delivered 11.4% YoY revenue growth, double-digit operating margins, and resilient travel demand driven by flexible work trends and international expansion. Strategic initiatives like the OneKey credit card partnership and unified technology platform enhance revenue streams, customer loyalty, and cost efficiency.
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Caprock Group LLC increased its stake in shares of Expedia Group, Inc. (NASDAQ: EXPE) by 69.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,113 shares of the online travel company's stock after purchasing an additional 12,755 shares during the