BKNG · 8-K · 20260804PR000036
Guidance / Outlook
Booking Holdings Inc. · 2026-08-04 · Importance 56 · Surprise 68 · Contradicted
Booking Holdings expects third-quarter 2026 room-night growth of 3% to 5%, gross-bookings growth of 4% to 6%, revenue growth of 4% to 6%, adjusted EBITDA growth of 4% to 6%, and adjusted EPS growth of 4% to 6%. For full-year 2026, the company expects room-night growth in the high single digits, gross-bookings growth in the high single digits, revenue growth in the high single digits, adjusted EBITDA growth in the mid- to high-single digits, and adjusted EPS growth in the low- to mid-teens. Third-quarter revenue guidance includes an approximately 1% negative foreign-currency impact, while full-year revenue guidance includes an approximately 1% foreign-currency benefit. The outlook assumes elevated flight-ticket prices, reduced flight capacity on certain routes, and softer long-haul international demand related to the Middle East conflict persist through the third quarter.
Key facts
- Q3 2026 guidance: Adjusted EBITDA Growth 4% - 6% year-over-year. source
- Q3 2026 guidance: Gross Bookings Growth 4% - 6% year-over-year (reported) and Constant Currency Gross Bookings Growth 5% - 7% year-over-year. source
- Q3 2026 guidance: Revenue Growth 4% - 6% (reported) and Constant Currency Revenue Growth 5% - 7%; Revenue Growth includes a negative impact of about 1% in Q3 2026 due to foreign currency exchange rates. source
- Q3 2026 guidance: Adjusted EPS Growth Low to Mid-Teens year-over-year. source
- Q3 2026 guidance: Room Nights Growth 3% - 5% year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | probable | +2.5% | Q3 2026 guidance: Adjusted EBITDA Growth 4% - 6% year-over-year. |
| revenue | positive | probable | +2.5% | Q3 2026 guidance: Revenue Growth 4% - 6% (reported) and Constant Currency Revenue Growth 5% - 7%; Revenue Growth includes a negative… |
| revenue | negative | probable | -0.5% | Q3 2026 guidance: Revenue Growth 4% - 6% (reported) and Constant Currency Revenue Growth 5% - 7%; Revenue Growth includes a negative… |
| net_income | positive | probable | — | Q3 2026 guidance: Adjusted EPS Growth Low to Mid-Teens year-over-year. |