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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Expedia Group (EXPE) is 7/10.
Expedia delivered Q1 2026 revenue growing 15% to $3.4B with adjusted EPS growing approximately 4x to $1.96, as consumer brands posted their strongest growth in 8 years and B2B bookings grew 22%. Record Q1 EBITDA margin expanded 6 points, with AI driving marketing efficiency and new channel growth. Geopolitical disruptions reduced growth by an estimated 2 points, and full-year guidance was reiterated at 6-8% bookings growth and 6-9% revenue growth.
Scored from Expedia Group’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.18B | +10.3% | $2.20 | +141.8% | 6.8% | 9.4% | $7M |
| FY2025 Q1 | $2.99B | +3.4% | $-1.56 | -56.0% | -1.5% | -6.7% | $2.76B |
| FY2025 Q2 | $3.79B | +6.4% | $2.48 | -11.4% | 14.0% | 8.7% | $921M |
| FY2025 Q3 | $4.41B | +8.7% | $7.33 | +45.4% | 25.6% | 21.7% | $-101M |
| FY2025 Q4 | $3.55B | +11.4% | $1.60 | -27.3% | 15.4% | 5.8% | $119M |
| FY2026 Q1 | $3.43B | +14.7% | $-0.05 | +96.8% | 7.1% | -0.2% | $3.75B |
| FY2026 Q2 | $4.32B | +14.0% | $7.16 | +188.7% | 23.9% | 20.3% | $5.03B |