Booking (BKNG) To Report Earnings Tomorrow: Here Is What To Expect

Booking (BKNG) To Report Earnings Tomorrow: Here Is What To Expect

Kayode Omotosho

Tue, February 17, 2026 at 12:06 PM GMT+9 2 min read

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BKNG

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Online travel agency Booking Holdings (NASDAQ:BKNG) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Booking beat analysts’ revenue expectations by 3.1% last quarter, reporting revenues of $9.01 billion, up 12.7% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates. It reported 323 million nights booked, up 8% year on year.

Is Booking a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Booking’s revenue to grow 12.1% year on year to $6.13 billion, slowing from the 14.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $48.67 per share.

Booking Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Booking has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.6% on average.

Looking at Booking’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Expedia delivered year-on-year revenue growth of 11.4%, beating analysts’ expectations by 3.8%, and Airbnb reported revenues up 12%, topping estimates by 2.3%. Expedia traded down 6.5% following the results while Airbnb was up 3.8%.

Read our full analysis of Expedia’s results here and Airbnb’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. Investors in consumer internet stocks have been spared in this environment as share prices are down 18.1% on average over the last month. Booking is down 17.7% during the same time and is heading into earnings with an average analyst price target of $6,179 (compared to the current share price of $4,135).

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