Back to top

Image: Bigstock

Booking Holdings (BKNG) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended September 2025, Booking Holdings (BKNG - Free Report) reported revenue of $9.01 billion, up 12.7% over the same period last year. EPS came in at $99.50, compared to $83.89 in the year-ago quarter.

The reported revenue represents a surprise of +3.12% over the Zacks Consensus Estimate of $8.74 billion. With the consensus EPS estimate being $96.04, the EPS surprise was +3.6%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Booking Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Gross Bookings - Total: $49.7 billion versus $47.91 billion estimated by seven analysts on average.
  • Gross Bookings - Agency: $13.9 billion compared to the $14 billion average estimate based on seven analysts.
  • Gross Bookings - Merchant: $35.7 billion compared to the $33.91 billion average estimate based on seven analysts.
  • Units Sold - Room Nights: 323 million versus the six-analyst average estimate of 315.83 million.
  • Units Sold - Airline Tickets: 17 million compared to the 16.61 million average estimate based on four analysts.
  • Units Sold - Rental Car Days: 23 million versus the four-analyst average estimate of 24.82 million.
  • Revenues- Agency: $2.57 billion versus the nine-analyst average estimate of $2.53 billion. The reported number represents a year-over-year change of -6.7%.
  • Revenues- Advertising and Other Revenues: $308 million versus the nine-analyst average estimate of $284.55 million. The reported number represents a year-over-year change of +14.5%.
  • Revenues- Merchant: $6.13 billion compared to the $5.91 billion average estimate based on nine analysts. The reported number represents a change of +23.3% year over year.

View all Key Company Metrics for Booking Holdings here>>>

Shares of Booking Holdings have returned -3.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Booking Holdings Inc. (BKNG) - free report >>

Published in