BKNG · 8-K · 20261103PR000044

Middle East Conflict Impact

Booking Holdings Inc. · 2026-11-03 · Importance 26 · Surprise 24

Booking Holdings said October demand was affected by disruptions to travel to and from the Middle East, as well as indirect effects of the conflict, including elevated airfares. Localized unrest in certain European cities also affected demand. The company’s Q4 guidance assumes the conflict’s direct and indirect travel impacts continue through the end of 2026.

Key facts

• Booking Holdings Inc.'s guidance assumes that both the direct and indirect impacts of the Middle East conflict on travel persist through the end of 2026. source
• Booking Holdings Inc. said October 2026 demand was affected by disruptions to travel to and from the Middle East, broader indirect effects of the conflict including elevated airfares, and localized unrest in certain European cities. source