Booking Holdings (BKNG) reported $6.35 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 16.1%. EPS of $48.80 for the same period compares to $41.55 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.11 billion, representing a surprise of +3.87%. The company delivered an EPS surprise of +1.17%, with the consensus EPS estimate being $48.23.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $43 billion versus $41.87 billion estimated by six analysts on average.
- Gross Bookings - Agency: $12.2 billion compared to the $12.24 billion average estimate based on six analysts.
- Gross Bookings - Merchant: $30.8 billion compared to the $29.63 billion average estimate based on six analysts.
- Units Sold - Room Nights: 285 million compared to the 276.45 million average estimate based on six analysts.
- Units Sold - Airline Tickets: 18 million versus 17.76 million estimated by four analysts on average.
- Units Sold - Rental Car Days: 18 million versus the four-analyst average estimate of 18.27 million.
- Revenues- Agency: $1.79 billion versus the eight-analyst average estimate of $1.72 billion. The reported number represents a year-over-year change of -3.9%.
- Revenues- Advertising and Other Revenues: $309 million compared to the $295.03 million average estimate based on eight analysts. The reported number represents a change of +14% year over year.
- Revenues- Merchant: $4.25 billion compared to the $4.09 billion average estimate based on eight analysts. The reported number represents a change of +27.4% year over year.
View all Key Company Metrics for Booking Holdings here>>>
Shares of Booking Holdings have returned -17.6% over the past month versus the Zacks S&P 500 composite's -1.3% 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.
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Booking Holdings Inc. (BKNG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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