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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Booking Holdings (BKNG) is 7/10.
Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict. U.S. room night growth accelerated to low teens for the fourth consecutive quarter, Connected Trip transactions grew high teens, and GenAI capabilities advanced. However, full-year guidance was lowered at midpoint due to geopolitical risk. Record $3.6 billion in share repurchases were executed in Q1.
Scored from Booking Holdings’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.47B | +14.4% | $1.28 | +408.8% | 100.0% | 31.6% | 19.5% | $645M |
| FY2025 Q1 | $4.76B | +7.9% | $0.40 | -55.0% | 100.0% | 22.3% | 7.0% | $3.16B |
| FY2025 Q2 | $6.80B | +16.0% | $1.10 | -38.2% | 100.0% | 33.1% | 13.2% | $3.14B |
| FY2025 Q3 | $9.01B | +12.7% | $3.38 | +13.5% | 100.0% | 43.7% | 30.5% | $1.37B |
| FY2025 Q4 | $6.35B | +16.0% | $1.75 | +36.9% | 100.0% | 32.0% | 22.5% | $1.42B |
| FY2026 Q1 | $5.53B | +16.2% | $1.36 | +237.6% | 100.0% | 23.0% | 19.6% | $3.11B |
| FY2026 Q2 | $7.35B | +8.1% | $2.53 | +130.6% | 100.0% | 34.0% | 26.5% | $3.64B |
All prior quarters are free.
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