Share Booking Holdings (BKNG) Q3 2026 Earnings Review: Profit beats estimates, but travel outlook slows
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Earnings results
Booking HoldingsBKNG · Travel Services
BKNG · November 3, 2026After close · Since the same-day regular close
-0.70%Session snapshot

Booking Holdings (BKNG) Q3 2026 Earnings Review: Profit beats estimates, but travel outlook slows

Earnings results

  • EPS beat $0.17

    Actual: $4.66 adjusted · Cons.: $4.49

  • Revenue beat about 2.5%

    Actual: $9.793B adjusted · Cons.: $9.55B

  • Guidance issued

    Q4 adjusted revenue growth 0–2%; room nights growth 1–3%.

By Stocks To Buy Now AI ResearchPublished

10
THE CATALYST

What the company reported

Booking reported adjusted profit and revenue above consensus, but expects room-night growth to slow to 1–3% in the fourth quarter and recorded charges for an unresolved FTC matter.

AT A GLANCE

Q3 2026 earnings recap

Booking’s room nights grew 7% and adjusted profit beat forecasts, but a slower fourth-quarter outlook puts the durability of travel demand in focus.

  • Adjusted profit per share reached $4.66 versus the $4.49 consensus, while adjusted revenue of $9.79 billion exceeded the $9.55 billion forecast.
  • Booking recorded $1 billion for an unresolved Federal Trade Commission matter, including a $900 million revenue reduction that left reported sales down 1% at $8.89 billion.
  • The company bought back $2.1 billion of shares in the quarter, helping adjusted profit per share grow 17% even as adjusted net income rose 8%.
  • For the fourth quarter, management expects room-night growth of 1–3% and adjusted sales growth of 0–2%, citing softer international travel and Middle East disruptions.
  • At the November 3 close, the shares traded at about 17 times trailing reported earnings, with the FTC charges included in that profit measure.
  • The shares slipped about 0.5% after close versus $155.67, leaving the $157–158 area around the short-term price average as a level to watch.

Watch whether travel demand stabilizes and how the FTC discussions develop, because no settlement has been agreed and additional costs remain possible.

THE VISUAL RESEARCH

Financials, technicals and earnings

Charts through Nov 3, 2026.

Financials
Technicals
Earnings & peers
WHAT TO WATCH

Technical setup and risks

The regular close is below its 20-day and 50-day averages, with $147–148 recent lows and $157–158 nearby resistance as conditional references after earnings.

AI-assisted earnings research with verified issuer results. Charts use the stated completed session. Educational information; investing involves risk.

EXPLORE COMPANY RESEARCH

Bookings Common St: the full stock picture

Earnings history, financials, price action and peer comparisons — all below.
Open BKNG stock page ↗

EXPLORE THE COMPANY

Bookings Common St (BKNG)

Explore earnings, price action, financials and industry comparisons.

Symbol
BKNG
Sector
Consumer Cyclical
Industry
Travel Services
Instrument type
EQUITY

Profile information from our saved company catalog. This is not a live quote or confirmation of current listing status.

EARNINGS & COMPANY RESEARCH

BKNG earnings, valuation & price action

View in calendar ↗
NEXT EXPECTED REPORTNov 3 2026After close · ET
EPS ESTIMATE4.49
REVENUE ESTIMATE9.55B

Expected dates may change. Estimates use the source’s reporting currency. Quotes and research are snapshots, not live prices.

COMPANY RESEARCH · Consumer Cyclical

Booking Holdings Inc. BKNG

Travel Services · Updated 11/2/2026

Adjusted closing price · USD153.75 Nov 2
145171197222Oct 30May 4Nov 2
Price50-day average200-day average-23.6% in view
VALUATION & EXPECTATIONS
Trailing P/E18.1×
Forward P/E14.7×
Trailing P/S4.4×
Forward P/S4.2×
EPS beat rate88%
Revenue beat rate100%
Positive window38%

EPS beats: 7 of 8 comparable reports. Positive price windows: 3 of 8.

Market caps may be up to 14 days old; prices up to seven days old; ratios and analyst estimates up to fourteen days old. Forward multiples use consensus for the fiscal year ending 2026-12-31, not the next 12 months. Negative or unavailable earnings multiples show “N/A”. Forward ADR multiples are omitted when the currency/share basis is not reconciled.

50-day average170.02
200-day average175.93
RSI (14)42
20-day range147.94 – 165.80
Relative volume1.4×
1-year change-23.6%
Last eight reported earnings for BKNG
Report dateEPS estimateEPS actualSurpriseResultRevenue actualPrice window*5 sessions*
Aug 4 20262.432.54+4.5%Beat7.35B+7.4%+10.5%
Apr 28 20261.081.14+5.6%Beat5.53B-2.0%-5.6%
Feb 18 20261.951.950.0%Met6.35B-3.2%+0.5%
Oct 28 20253.833.98+3.9%Beat9.01B-3.4%-5.0%
Jul 29 20252.012.22+10.4%Beat6.8B-1.2%-3.9%
Apr 29 20250.690.99+43.5%Beat4.76B+4.3%+5.6%
Feb 20 20251.441.66+15.3%Beat5.47B-2.3%-3.8%
Oct 30 20243.093.36+8.7%Beat7.99B+5.6%+13.0%

*Adjusted close before the report date to the first (or fifth) trading close after it. This window can span two sessions and is not an isolated earnings-day return. Figures may be revised by the provider.

Smart Money activity

Recent insider and politician transactions, and disclosed fund positions for BKNG.

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More BKNG research Data,

BKNG earnings previews and market catalysts

November 3 after-close earnings preview: AI margins, travel demand and insurance costs in focus
2026-11-03 · Ahead of November 3 after-close earnings, watch whether AMD and Arista turn AI demand into profitable growth, Booking sustains travel demand, and insurers contain costs. Amgen, Block and IFF add distinct business tests.

November 3 earnings preview: AMD and Arista test AI demand as travel and insurers report
2026-11-03 · AMD and Arista put AI spending in focus after close on November 3. Amgen, Booking, Block, AIG, Prudential and IFF add tests of drug growth, travel demand and financial resilience.

All upcoming earnings catalysts →

02 / FINANCIALS

Bookings Common St financials

Revenue, earnings, cash flow and financial strength in one view.

Reporting currency unconfirmed.

Revenue
Net income
Gross profit
Operating income
EBITDA
Operating cash flow
Capital expenditure
Cash
Total assets
Total liabilities
Shareholder equity
Total debt
Net profit margin
Gross margin
Short interest: days to cover
How to read these financial metrics

Figures use the app’s saved statements for the displayed period, not a trailing-year total. Margins divide profit by revenue; quick ratio uses current assets less inventory divided by current liabilities. Compare dates and currencies before comparing companies.

03 / WHAT COMES NEXT

Bookings Common St event catalysts

Company earnings and scheduled market events that may change expectations.

2026-11-03

BKNG earnings

Watch reported results, management’s outlook and the share-price reaction.

See earnings expectations ↑
2026-11-0310:00 AM ET

JOLTS job openings

Watch vacancies and quits for signs of labor-market cooling.

Release schedule ↗Scheduled
2026-11-0410:00 AM ET

ISM services PMI

Services prices and employment can influence the outlook for inflation and rates.

Release schedule ↗Scheduled
2026-11-058:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled
2026-11-068:30 AM ET

Jobs report · payrolls & unemployment

Read revisions and wages alongside the headline. Strong hiring can support demand but also lift rate expectations.

Release schedule ↗Scheduled
2026-11-0610:00 AM ET

Consumer sentiment · preliminary

Watch changes in inflation expectations as well as sentiment.

Release schedule ↗Scheduled
2026-11-108:30 AM ET

CPI inflation

Compare headline and core inflation with expectations; watch Treasury yields and growth stocks.

Release schedule ↗Scheduled
2026-11-11Time not announced

MSCI · index review announcement

Review official additions, deletions and weight changes; release time is not specified here.

Release schedule ↗Scheduled
2026-11-128:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled

Dates use U.S. Eastern time and can change. Calendar events provide context; they do not determine the direction of a stock move.

04 / SIDE BY SIDE

Compare BKNG with its peers

Travel Services · Compare valuation, financial strength and price performance.

Companies with valuation data7
Peer median positive P/E18.0×
BKNG P/E18.1×
BKNG peer comparison: valuation
CompanyPriceMarket capP/EForward P/EP/SForward P/S
BKNGBookings Common St2026-11-02 · USD153.75123.17B18.1×14.7×4.4×4.2×
ABNBAirbnb, Inc.2026-11-02 · USD171.11106.02B40.1×32.2×8.0×7.5×
CCLCarnival Corporation & plc2026-11-02 · USD30.0536.39B11.7×13.3×1.3×1.3×
EXPEExpedia Group, Inc.2026-11-02 · USD298.9934.44B18.0×14.2×2.2×2.1×
MMYTMakeMyTrip Limited2026-11-03 · USD45.533.88B117.6×94.0×3.7×3.2×
NCLHNorwegian Cruise Line Holdings Ltd.2026-11-03 · USD17.446.85B8.9×11.3×0.7×0.7×
NTRPNextTrip, Inc.2026-11-03 · USD1.089.25M1.9×1.3×
BKNG18.1×
ABNB40.1×
CCL11.7×
EXPE18.0×
MMYT117.6×
NCLH8.9×

The peer median excludes the selected stock and is based on 5 available positive multiples. P/E median excludes negative or missing earnings multiples. Peer reports can have different fiscal periods and currencies; values are not currency-converted.

05 / PEER ANALYSIS

Explore BKNG alongside its peers

Travel Services · 6 companies · Cached market data

Comparison

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Price / sales
0.5×23.79B3.3×60.46B6.1×97.14B8.9×133.81BABNB · Airbnb Market cap: 106.02B Price / sales: 8.0×CCL · Carnival Market cap: 36.39B Price / sales: 1.3×EXPE · Expedia Market cap: 34.44B Price / sales: 2.2×BKNG · Booking Holdings Inc. Market cap: 123.17B Price / sales: 4.4×Hide BKNG · Undo restores itMarket cap
BKNGBooking Holdings Inc.

Market cap: 123.17B
Price / sales: 4.4×

Valuation snapshot: 2026-11-02
View research ↗
4 of 6 companies have both plotted values.

P/S distribution

Trailing price-to-sales multiples · 4 companies

Median P/S3.3×
Middle 50%2.0× to 5.3×
BKNG P/S4.4×
BKNG
1.2×8.4×

Tap a bar to see the companies in that P/S range. BKNG has a higher P/S than 50% of this group.

2 companies excluded from P/S statistics because sales are non-positive or the saved multiple is missing. Statistics include all valid positive values, including those outside the focused chart range.

Companies

Showing 6 of 6 matching companies · Largest market cap first

  • Market cap 123.17BP/E 18.1×P/S 4.4×Forward P/E Forward P/S Price snapshot: 2026-11-02
    ↗
  • Market cap 106.02BP/E 40.1×P/S 8.0×Forward P/E Forward P/S Price snapshot: 2026-11-02
    ↗
  • Market cap 86.65BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 36.39BP/E 11.7×P/S 1.3×Forward P/E Forward P/S Price snapshot: 2026-11-02
    ↗
  • Market cap 34.44BP/E 18.0×P/S 2.2×Forward P/E Forward P/S Price snapshot: 2026-11-02
    ↗
  • Market cap 1.69BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗

Explore industries

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U.S.-listed companies from the app’s catalog. Medians use saved positive P/E values; coverage and snapshot dates vary.

How this comparison works

Uses the saved companies from the same industry and listing market, including BKNG, ordered by cached market cap. Company snapshots can have different dates; the web cache may cover fewer metrics and periods than the app.

Periods end at each company’s dated price snapshot. Change compares the latest saved observation with one at or before the selected period’s start. A daily price change uses consecutive saved sessions. Financial data updates quarterly, so short periods may show no change. Missing history and zero starting values are excluded; a negative starting value uses its absolute value as the denominator.

Metrics use saved ratios and percentages. Market caps use the listing market’s reporting currency; underlying financial statements may use different currencies. Circle sizes have a minimum for touch visibility, and an outlined circle indicates a missing market cap. These comparisons describe data, not recommendations or price predictions.

Related research

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INDUSTRY COMPARISON

BKNG industry peers

Travel Services · Oct 16, 2026 · Closing-price performance

No industry peers are available in the current heatmap coverage.