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Guidance Update
Shares are down 1.62% immediately after release.
| Metric | Actual | Estimate | Beat/Miss |
|---|---|---|---|
| Revenue | $6.8B | $6.59B | Beat |
| Adjusted EPS | $55.40 | $37.36 | Beat |
| Gross Bookings | $46.7B | ~$45–46B est. | Beat |
| Room Nights | 309M (+8% YoY) | ~310M est. | Inline |
| Adjusted EBITDA | $2.42B | Not specified | — |
Guidance Update
Booking guided for Q3 room nights growth of 3.5–5.5%, with revenue and gross bookings expected to rise 7–9% and 8–10% YoY, respectively. Full-year revenue growth is pegged at low double digits, with Adjusted EBITDA growth in the mid-teens — in line with bulls’ thesis of durable profitability expansion
CEO Glenn Fogel struck a confident tone, citing broad-based strength and strategic milestones:
“We reached a milestone with Connected Trip transactions… up over 30% YoY. Flights grew 44%… we remain focused on long-term growth drivers.”
The language emphasized execution, cross-sell traction, and scalability — suggesting improved confidence in both short- and long-term demand signals.
Earnings Out, More to Come
Booking Holdings has just released Q2 2025 results, with adjusted EPS of $55.40 beating estimates of $50.46! Revenue jumped 16% year-on-year to $6.8 billion, underscoring robust travel demand. Shares were trading at $5,590.79 at the time of filing, per the latest 8-K — more updates on the way!
Stock down 1.91% heading into earnings
Booking Holdings stock is trending down (-1.91%) as the trading day wraps up and 2Q earnings coming shortly. Stay on this page as we send live updates of earnings how the stock trends after-hours.
Booking Holdings (Nasdaq: BKNG) reports Q2 2025 earnings after the close today, with Wall Street expecting high-teens earnings growth amid strong seasonal bookings. The stock is up ~20% YTD, with investor focus shifting to margin durability, AI-based monetization, and Booking.com’s growth vs. local competitors. After last quarter’s guidance beat, execution and commentary on summer travel momentum will be key to sustaining bullish sentiment.
Consensus Estimates:
– Revenue: $6.59 billion
– EPS (Normalized): $37.36
– FY 2025 Revenue: $22.69 billion
– FY 2025 EPS: $162.77
Those figures imply ~9% revenue growth and ~15% EPS growth YoY — an acceleration from Q1 levels and consistent with early macro signals on summer travel demand .
Key Areas to Watch Tonight
-
Gross Bookings Growth & Regional Mix- Booking’s top line is tightly tied to summer EU travel demand.
Investors will be watching for updates on intra-European strength, Asia Pacific recovery, and FX headwinds. Analysts expect gross bookings to rise mid-teens YoY, with room night growth near double digits. - Take Rate Stability and Margin Expansion- Take rate and marketing efficiency drive earnings leverage.
Last quarter, take rate held at 15.5%. This quarter, investors want proof that scaled AI tools and direct traffic help offset rising CPCs. Margins are expected to expand 150–200bps YoY. - Alternative Accommodations & Mobile Mix- Alt-stays are key to Booking’s competitive moat vs. Airbnb.
CEO Fogel previously noted that alternative accommodation growth is outpacing hotels. Watch for update on mix shift, user stickiness, and mobile bookings, which now exceed 60% of Booking.com’s traffic. - AI-Powered Personalization and App Engagement- Booking’s long-term thesis leans on AI-led conversion gains.
Investors will look for signals that personalization models and AI trip planning tools (tested in beta) are improving conversion or boosting average order values.
What To Track
| KPI | Q2 2024 | Q2 2025E | Trend |
|---|---|---|---|
| Gross Bookings ($B) | $39.7B | $45–46B est. | ↑ solid |
| Room Night Growth (YoY) | +9.0% | +10–12% | ↑ |
| Take Rate | 15.5% | ~15.5% | → stable |
What Changed Since Q2
- Q1 EPS beat by ~2%, and FY EPS guide was raised.
- FX volatility increased in June, particularly euro weakness.
- AI-powered travel planner features expanded in beta to select markets.
- Marketing spend was front-loaded in Q1, potentially easing in Q2.
How Booking Holdings Stock Performed After Recent Earnings
| Quarter | EPS Surprise | 1-Day Move | 7-Day Move | 14-Day Move |
|---|---|---|---|---|
| Q1 2025 | +2.1% | +3.2% | +4.5% | +5.7% |
| Q4 2024 | +6.3% | +4.0% | +6.1% | +7.3% |
| Q3 2024 | +1.9% | +1.5% | +2.2% | +2.8% |
| Q2 2024 | +1.7% | +1.0% | +2.1% | +2.4% |
Booking has averaged a +3.7% stock move 7 days post-earnings over the past four quarters.
The post Live Coverage: Will Booking Holdings (BKNG) Soar After 2Q Earnings? appeared first on 24/7 Wall St..
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Author: Joel South
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