11Monยท

Expedia Group Q3โ€™25 Earnings Highlights

$EXPE (+4.52%)


๐Ÿ”น Revenue: $4.41B (Est. $4.28B) ๐ŸŸข; UP +9% YoY

๐Ÿ”น Adj EPS: $7.57 (Est. $6.98) ๐ŸŸข; UP +23% YoY

๐Ÿ”น Adj. EBITDA: $1.45B (Est. $1.35B) ๐ŸŸข; UP +16% YoY

๐Ÿ”น Booked Room Nights: 108.2M; UP +11% YoY

๐Ÿ”น Gross Bookings: $30.7B; UP +12% YoY


Guidance

๐Ÿ”น Q4โ€™25 Gross Bookings: UP +6% to +8% YoY

๐Ÿ”น Q4โ€™25 Revenue: UP +6% to +8% YoY

๐Ÿ”น FYโ€™25 Revenue: UP +6% to +7% (Prior: +3% to +5%)


Other Metrics

๐Ÿ”น B2B Gross Bookings: UP +26% YoY

๐Ÿ”น B2C Gross Bookings: UP +7% YoY

๐Ÿ”น Lodging Gross Bookings: UP +13% YoY; Hotel Bookings: UP +15% YoY

๐Ÿ”น Share Repurchases: $451M in Q3 (โ‰ˆ2.3M shares)

๐Ÿ”น Dividend: $0.40/share declared Nov 6, 2025 (paid Sep 18; next payable Dec 11, 2025)


Management Commentary

๐Ÿ”ธ โ€œOur strong third quarter results exceeded both our top and bottom-line expectationsโ€ฆ we delivered our 17th consecutive quarter of double-digit growth in B2Bโ€”up 26%โ€”and grew consumer bookings by 7%.โ€ โ€“ CEO Ariane Gorin

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