The 172% EPS beat and maintained guidance reinforce bullish momentum. With a new $5B buyback, management signals strong cash generation. Monitor Q2 guidance for any macro-driven changes, but the underlying B2B growth (25%) and margin trajectory support upside.
Price Chart
Executive Summary
Expedia Group reported Q1 2026 results that strongly exceeded Street expectations, with Adjusted EPS of $1.96 (vs consensus $0.72, +172% beat) on revenue of $3.426B (+15% YoY). The company maintained its full-year guidance and announced a new $5B share repurchase authorization, reflecting confidence in continued momentum.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $3.426B, up 15% YoY
- Adjusted EPS $1.96 vs consensus $0.72, +172% beat
- Operating income $251M (vs -$70M in Q1 2025)
- Adjusted EBITDA $542M, +83% YoY with 591 bps margin expansion
- Free cash flow $3.747B, +36%
- FY2026 guidance maintained: revenue $15.6-16.0B, gross bookings $127-129B
- New $5B share repurchase authorization; $700M bought in Q1
Financial Impact
Beat vs consensus of $0.72 EPS by $1.24; revenue above unstated consensus by positive 15% YoY growth
Risk Factors
- Guidance maintained but not raised, suggesting caution on macro
- Restructuring charges of $56M and high other expenses may weigh on GAAP results
- Travel demand sensitivity to economic conditions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001324424-26-000031 |
| Exhibit: expe-20260507.htm | 0001324424-26-000031 |
| Document: 0001324424-26-000031-index-headers.html | 0001324424-26-000031 |
| Document: 0001324424-26-000031-index.html | 0001324424-26-000031 |
| Document: 0001324424-26-000031.txt | 0001324424-26-000031 |
| 8-K Data (Synthetic) | 0001324424-26-000031 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 5w ago | Insider Cluster | $333.44 $261.75 | ▼ −21.50% | ▼ −21.73% | $265.00 (−20.53%) |
Aug 20, 2026 6w ago | Insider Cluster | $321.63 $279.35 | ▼ −13.15% | ▼ −12.87% | $265.00 (−17.61%) |
Aug 17, 2026 6w ago | Insider Cluster | $318.50 $293.08 | ▼ −7.98% | ▼ −6.00% | $265.00 (−16.80%) |
Aug 17, 2026 6w ago | Insider Cluster | $318.50 $293.08 | ▼ −7.98% | ▼ −6.00% | $265.00 (−16.80%) |
Aug 5, 2026 8w ago | 8-K | $306.57 $303.14 | ▼ −1.12% | ▼ −1.72% | $265.00 (−13.56%) |
May 7, 2026 21w ago | 8-K | $229.77 $228.88 | ▼ −0.39% | ▼ −0.41% | $265.00 (+15.33%) |
Apr 29, 2026 22w ago | DEFA14A | $248.26 $225.10 | ▼ −9.33% | ▼ −14.55% | $265.00 (+6.74%) |
Apr 23, 2026 23w ago | 8-K | $249.21 $217.59 | ▼ −12.69% | ▼ −17.32% | $265.00 (+6.34%) |
Apr 10, 2026 24w ago | 8-K | $239.56 $220.53 | ▼ −7.94% | ▼ −15.67% | $265.00 (+10.62%) |
Feb 28, 2026 30w ago | Institutional Cluster | $213.05 $226.39 | ▲ +6.26% | ▲ +14.20% | $265.00 (+24.39%) |
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