{"symbol":"BKNG","fiscalQuarter":"Q2-2026","reportDate":"2026-07-29","reportTime":"AMC","status":"upcoming","company":{"name":"Booking Holdings Inc.","sector":"Consumer Discretionary","industry":"Hotels, Resorts & Cruise Lines"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/BKNG/earnings/Q2-2026","estimates":{"consensusEps":2.4431,"consensusRevenue":7186.36,"epsLow":2.25,"epsHigh":2.6424,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Booking Holdings Inc. is a leading player in the consumer discretionary sector, primarily focused on online travel and accommodation services. With a market cap of $160 billion, it plays a crucial role in the travel industry, benefiting from trends in consumer spending and the recovery of travel post-pandemic.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.","consensus":"$2.44"},{"name":"Revenue","why":"Revenue growth reflects the company's ability to attract customers and expand its market share in the competitive travel sector.","consensus":"$7.2B"}],"lastQuarterRecap":{"summary":"In Q1 2026, Booking Holdings reported an EPS of $1.36, surpassing expectations by 23.19%. However, the stock declined by 2.33% the following day, indicating market skepticism despite the earnings beat.","promises":[]},"wallStreetExpectations":{"summary":"Analysts are cautiously optimistic about Booking Holdings' upcoming earnings, expecting it to meet or slightly exceed consensus estimates. The market will be closely watching for any signs of sustained demand in travel and accommodation services.","bullCase":"If the company can demonstrate strong revenue growth and continued recovery in travel demand, it could lead to a positive market reaction and potentially higher stock prices.","bearCase":"Conversely, if the company reports lower-than-expected earnings or provides weak guidance, it could raise concerns about the sustainability of its growth, leading to a negative reaction."},"optionsSignal":{"impliedMove":"8.04%","context":"The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+23.19%","reaction":"-2.33%"},{"quarter":"Q4-2025","epsSurprise":"+1.17%","reaction":"+3.14%"},{"quarter":"Q3-2025","epsSurprise":"+3.53%","reaction":"-2.55%"},{"quarter":"Q2-2025","epsSurprise":"+10.95%","reaction":"-1.55%"},{"quarter":"Q1-2025","epsSurprise":"+44.24%","reaction":"+0.39%"}],"pivotalQuestions":[{"question":"Will the EPS exceed the consensus estimate of $2.44?","whyItMatters":"A beat on EPS could signal strong operational performance and boost investor confidence."},{"question":"What is the outlook for revenue growth in the upcoming quarters?","whyItMatters":"Guidance on revenue growth will be crucial for assessing the company's ability to capitalize on the ongoing recovery in travel demand."}],"thesisBreakLevels":{"bullTrigger":"Revenue growth exceeding $7.3B would confirm the bull case.","bearTrigger":"Revenue falling below $7.1B would support the bear case.","context":"The market is debating whether Booking Holdings can maintain its growth trajectory amid changing consumer behaviors and economic conditions."},"scenarioPlaybook":{"beatAndRaise":"If Booking beats expectations, history suggests the stock could rise by around 2.25% on the first day, confirming positive market sentiment.","inLineCautious":"If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.","miss":"A miss could lead to a decline of approximately 0.66%, reflecting market disappointment and concerns about future growth."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate the potential for a stronger-than-expected recovery in travel demand, particularly in international markets.","supportingPoints":["The options market is pricing an 8% move, indicating expectations of volatility that may not align with historical performance.","Booking's strong track record of beating EPS estimates suggests that analysts may be too conservative in their projections."],"riskToConsensus":"If revenue growth exceeds $7.3B, it could challenge the current bearish sentiment."},"whatToListenFor":["Any updates on international travel demand recovery.","Details on customer booking trends and preferences.","Management's outlook on competitive pressures in the travel industry.","Insights into cost management and operational efficiencies.","Any commentary on potential expansion into new markets or services."],"metaDescription":"Booking Holdings (BKNG) reports Q2 2026 earnings on July 29. Analysts expect $2.44 EPS on $7.2B revenue. Here's what to watch."}}