Expedia Group (NASDAQ:EXPE) Releases Quarterly Earnings Results, Beats Expectations By $0.54 EPS

Expedia Group (NASDAQ:EXPE) posted its quarterly earnings data on Wednesday. The online travel company reported $5.76 earnings per share for the quarter, topping the consensus estimate of $5.22 by $0.54, FiscalAI reports. The company had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4.17 billion. Expedia Group had a net margin of 9.81% and a return on equity of 84.33%. The company’s revenue was up 14.0% on a year-over-year basis. During the same quarter last year, the business posted $4.24 earnings per share.

Here are the key takeaways from Expedia Group’s conference call:

• Q2 results exceeded expectations, with gross bookings up 12%, revenue up 14%, adjusted EBITDA up 23% to $1.1 billion, and adjusted EPS up 36% year over year.
• Expedia raised its full-year outlook to $129.5 billion–$130.8 billion in gross bookings, $16.05 billion–$16.22 billion in revenue, and 150–175 basis points of adjusted EBITDA margin expansion.
• The B2B business delivered its 20th consecutive quarter of double-digit growth, while Expedia continues expanding its one-stop travel shop through investments and acquisitions including Tiqets and the proposed CarTrawler deal.
• Consumer demand remained resilient, particularly in the U.S., supported by longer stays and booking windows, stronger loyalty-member performance, improved marketing returns, AI-driven personalization, and higher product attach rates.
• Expedia expects Q3 growth and margin expansion to moderate because of tougher comparisons, lapping prior cost reductions, continued B2B investment, and unfavorable foreign-exchange impacts; Europe, especially outbound travel, also remains pressured by macroeconomic conditions and reduced air capacity.

Expedia Group Trading Up 2.4%

Shares of Expedia Group stock traded up $7.60 on Wednesday, hitting $319.66. 3,007,399 shares of the company’s stock traded hands, compared to its average volume of 1,561,594. The firm’s 50-day moving average price is $257.56 and its two-hundred day moving average price is $243.87. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.73 and a quick ratio of 0.73. The stock has a market capitalization of $39.17 billion, a PE ratio of 28.14, a price-to-earnings-growth ratio of 0.81 and a beta of 1.22. Expedia Group has a one year low of $181.58 and a one year high of $326.99.

Expedia Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Thursday, May 28th were issued a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Thursday, May 28th. Expedia Group’s payout ratio is currently 16.90%.

Expedia Group News Roundup

Here are the key news stories impacting Expedia Group this week:

• Positive Sentiment: Quarterly earnings and revenue beat estimates: Expedia reported second-quarter earnings of $5.76 per share, up from $4.24 a year earlier and above analyst estimates ranging from $5.22 to $5.45. Revenue rose 14% year over year to $4.32 billion, exceeding the roughly $4.17 billion consensus. Expedia Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year revenue outlook raised: Expedia now expects 2026 revenue of approximately $16.1 billion to $16.2 billion, above its previous $15.6 billion-to-$16.0 billion range and slightly ahead of the roughly $16.0 billion analyst consensus. Expedia Raises Revenue View on Higher Profit, Revenue
• Positive Sentiment: Demand trends remain favorable: Management raised its annual forecast as domestic travel demand stayed resilient, suggesting continued support for bookings and revenue growth. Expedia Raises Annual Forecast on Resilient Domestic Travel Demand
• Positive Sentiment: Near-term revenue outlook is in line with expectations: Expedia projected third-quarter revenue of $4.7 billion to $4.8 billion, consistent with the consensus estimate, while its updated full-year revenue forecast exceeded expectations.
• Positive Sentiment: Analyst sentiment was supportive: Truist Financial indicated that Expedia’s stock was expected to rise, adding to the positive reaction surrounding the earnings report. Truist Analyst Expects Expedia Stock to Rise

Insider Activity

In other Expedia Group news, CAO Lance A. Soliday sold 940 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $221.86, for a total value of $208,548.40. Following the completion of the sale, the chief accounting officer owned 14,083 shares of the company’s stock, valued at approximately $3,124,454.38. This represents a 6.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robert J. Dzielak sold 4,702 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $233.00, for a total transaction of $1,095,566.00. Following the completion of the sale, the insider owned 105,448 shares in the company, valued at approximately $24,569,384. This trade represents a 4.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 5.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in EXPE. Motiv8 Investments LLC acquired a new position in shares of Expedia Group in the 4th quarter valued at approximately $25,000. Sunbelt Securities Inc. lifted its stake in Expedia Group by 970.6% in the third quarter. Sunbelt Securities Inc. now owns 182 shares of the online travel company’s stock valued at $39,000 after buying an additional 165 shares in the last quarter. DV Equities LLC acquired a new position in shares of Expedia Group in the fourth quarter valued at approximately $46,000. MUFG Securities EMEA plc bought a new stake in shares of Expedia Group during the second quarter worth $61,000. Finally, Larson Financial Group LLC raised its holdings in shares of Expedia Group by 28.3% during the third quarter. Larson Financial Group LLC now owns 326 shares of the online travel company’s stock worth $70,000 after acquiring an additional 72 shares during the period. 90.76% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

EXPE has been the subject of a number of recent analyst reports. Barclays raised their price target on Expedia Group from $260.00 to $264.00 and gave the company an “equal weight” rating in a report on Monday, May 11th. BTIG Research restated a “buy” rating and set a $330.00 target price on shares of Expedia Group in a report on Tuesday, June 9th. Morgan Stanley raised their target price on Expedia Group from $290.00 to $300.00 and gave the company an “equal weight” rating in a research note on Thursday, July 30th. Wells Fargo & Company decreased their price objective on shares of Expedia Group from $307.00 to $303.00 and set an “equal weight” rating on the stock in a report on Tuesday, June 30th. Finally, Weiss Ratings downgraded shares of Expedia Group from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, May 11th. Seventeen investment analysts have rated the stock with a Buy rating and twenty-two have given a Hold rating to the stock. According to MarketBeat, Expedia Group currently has an average rating of “Hold” and an average target price of $292.67.

About Expedia Group

Expedia Group (NASDAQ: EXPE) is a global travel technology company that operates an online marketplace connecting consumers, travel suppliers and third‑party partners. The company’s platform enables search, comparison and booking of travel products and services, including hotels, airline tickets, vacation rentals, car rentals, cruises and packaged travel. Its portfolio comprises consumer-facing travel brands as well as corporate travel solutions and technology services that serve both leisure and business travelers.

Key offerings include consumer booking platforms and mobile apps that aggregate inventory from hotels, vacation rental managers, airlines and car rental companies, alongside ancillary travel services such as trip insurance and activities.