BKNG · News · 20260804N
Revenue Performance and Mix
Booking Holdings Inc. · 2026-08-04 · Importance 49 · Surprise 32 · No source text
Booking Holdings reported second-quarter 2026 revenue of $7.35 billion, up 8.1% year over year and above consensus estimates by 2.26%. Gross bookings increased 9% year over year, while room nights rose 5%. Merchant gross bookings increased, but agency gross bookings decreased during the quarter. Management cited resilient travel demand, particularly domestic travel, while warning that international travel could soften because of the Middle East conflict.
Key facts
- Q2 revenue: $7.35 billion (also reported as $7.4 billion in some outlets) and year-over-year revenue increased by 8%. source
- Company-reported revenue increased 8% year-over-year to $7.4 billion (reported by some outlets as $7.4B). source
- Gross bookings grew 9% year-over-year and room nights rose 5% year-over-year in the quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.5% | Q2 revenue: $7.35 billion (also reported as $7.4 billion in some outlets) and year-over-year revenue increased by 8%. |