BKNG · 10-Q · 2026Q3 · Full report

Market Demand Trends

Booking Holdings Inc. · 2026-11-03 · Importance 42 · Surprise 40

Global room nights increased 7% year over year in the third quarter of 2026, accelerating from 5% in the second quarter and 6% in the first quarter. Room nights reserved through Booking Holdings’ services increased 6.7% in the quarter and 6.0% for the first nine months, driven primarily by growth across key regions. Flight tickets reserved increased 19.4% in the quarter and 17.2% for the first nine months, supported by expansion of flight offerings; elevated ticket prices, reduced capacity on certain routes, and softer long-haul international demand partly offset that growth.

Key facts

• Global room nights increased 7% year over year in Q3 2026, versus 5% in Q2 2026 and 6% in Q1 2026. source
• The cancellation rate in Q3 2026 was lower than in Q3 2025. source
• Flight tickets reserved through Booking Holdings' services increased 19.4% in Q3 2026 and 17.2% in the first nine months of 2026 year over year. source
• Room nights reserved through Booking Holdings' services increased 6.7% in Q3 2026 and 6.0% in the first nine months of 2026 year over year. source
• Rental car days reserved through Booking Holdings' services decreased 0.7% in Q3 2026 and 4.1% in the first nine months of 2026 year over year. source
• Rental car gross bookings increased 1% in Q3 2026 and 2% in the first nine months of 2026 year over year, due to higher rental prices partly offset by fewer rental car days. source