Added to YB: 2026-08-14
Pitch date: 2026-08-12
BKNG [neutral]
Booking Holdings Inc.
+0.16%
current return
Author Info
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Company Info
Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, the United Kingdom, and internationally.
Market Cap
$159.5B
Pitch Price
$213.00
Price Target
N/A
Dividend
0.79%
EV/EBITDA
15.28
P/E
23.46
EV/Sales
5.77
Sector
Hotels, Restaurants and Leisure
Category
growth
Booking Holdings Q2’26: Resilient Execution & Expanded Cost Savings
BKNG (earnings): Q2'26 rev $7.35B (+8% YoY), adj EBITDA $2.65B (+9%), margin 36%, adj EPS $2.54 (+15%) on 6% share count reduction. FCF $3.64B, record $4.1B returned. Room nights 325M (+5%), gross bookings $51B (+9%). Transformation savings raised to ~$650M. Middle East pressures long-haul; domestic resilient. Merchant mix 73%. Compounder at <25x P/E, holding long-term.
Read full article (5 min)