BKNG Booking Holdings Inc.

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Booking Beat Expectations, Guides Below Estimates

Tuesday, August 4, 2026 · 4:01 PM ET

Booking (BKNG) reported earnings of $2.54 per share on revenue of $7.35 billion for the second quarter ended June 2026. The consensus earnings estimate was $2.45 per share on revenue of $7.19 billion. The Earnings Whisper number was $2.51 per share. The company beat expectations by 1.20% while revenue grew 8.15% on a year-over-year basis.

The company said it expects third quarter revenue of $9.37 billion to $9.55 billion. The current consensus revenue estimate is $9.78 billion for the quarter ending September 30, 2026.

Booking Holdings is the world leader in online travel and related services, provided to customers and partners in over 220 countries and territories through six primary consumer-facing brands Booking.com, KAYAK, priceline.com, agoda.com, Rentalcars.com and OpenTable.

Earnings Whisper Grade —
Power Rating—
Reported Earnings
$2.54
Earnings Whisper®
$2.51
Consensus Estimate
$2.45
Earnings Surprise
Earnings Growth14.6 %
Reported Revenue
$7.35B
Revenue Estimate
$7.19B
Revenue Surprise
Revenue Growth8.1 %

Booking Holdings Reports Second Quarter 2026 Financial Results

Tuesday, August 4, 2026 · 4:01 PM ET BKNG

NORWALK, CT - August 4, 2026…Booking Holdings Inc. (NASDAQ: BKNG) (the "Company," "we," "our," or "us") today reported its second quarter 2026 financial results.

  • Room nights grew 5% compared to the second quarter of 2025.
  • Gross bookings grew 9% compared to the second quarter of 2025, or approximately 8% on a constant currency basis.
  • Revenue grew 8% compared to the second quarter of 2025, or approximately 7% on a constant currency basis.
  • Net income, Adjusted Net income, and Adjusted EBITDA grew 118%, 8%, and 9%, respectively, compared to the second quarter of 2025.
  • Increased our expected annual run-rate savings through the Transformation Program(1) to approximately $650 million, and expect to realize these run-rate savings by the end of 2027.
"Despite continued geopolitical and macroeconomic uncertainty during the second quarter, the underlying desire to travel remained resilient, and we are pleased with our results, which reflect the strength of our global platform and the disciplined execution of our teams," said Glenn Fogel, Chief Executive Officer of Booking Holdings. "We also increased the expected annual run-rate savings enabled by our Transformation Program, creating additional capacity to invest in our strategic priorities. We remain focused on what we can control - building better experiences for travelers, creating greater value for our partners, and strengthening our business for the long term."

For the full earnings release, please go here.