- Expedia’s adjusted earnings per share (EPS) for 2Q was $4.24, surpassing the estimate of $4.09 and increasing from $3.51 in the previous year.
- Revenue came in at $3.79 billion, a 6.4% increase from last year, beating the expected $3.71 billion.
- Retail revenue rose by 1.9% year-over-year to $2.48 billion, slightly higher than the $2.44 billion estimate.
- B2B revenue showed a significant growth of 15% year-over-year, reaching $1.21 billion, above the expected $1.18 billion.
- Trivago revenue jumped by 27% to $98 million, exceeding analyst estimates of $78.8 million.
- Lodging revenue increased by 6.2% to $3.04 billion, again beating the expected $2.97 billion.
- Air revenue decreased by 5.4% to $105 million, which was below the estimate of $111.3 million.
- Adjusted EBITDA was reported at $908 million, marking a 16% increase from the previous year and surpassing the estimate of $853 million.
- The adjusted net income was $546 million, also a 16% year-over-year increase, beating the estimate of $519.7 million.
- Free cash flow decreased by 30% to $921 million, yet it still surpassed expectations of $788 million.
- Gross bookings amounted to $30.41 billion, exceeding the expected $29.78 billion.
- A total of 105.5 million room nights were stayed, representing a 7% increase and surpassing the estimated growth of 4.62%.
- For the full year, Expedia anticipates gross bookings will grow by 3% to 5%, up from prior guidance of 2% to 4%, with estimates at 3.3%.
- Expedia forecasts full year revenue growth between 3% to 5%, previously anticipated at 2% to 4%, against an estimate of 3.6%.
- An expansion of 100 basis points in full year EBITDA margin is expected, an increase from the previously projected 75 to 100 basis points.
- CEO Ariane Gorin highlighted that performance was bolstered by strong results in B2B and advertising sectors.
Expedia Group, Inc. on Smartkarma
On Smartkarma, independent analysts like Baptista Research are closely covering Expedia Group, Inc., providing valuable insights for investors. According to Baptista Research‘s report titled “Expedia Group: Diverse B2B Growth Opportunities As a Significant Growth Lever,” the company’s Q1 2025 financial results showcased a mix of strengths and concerns. Despite a 4% increase in gross bookings reaching $31.5 billion and a 3% rise in revenue to $3 billion, growth was somewhat modest due to weaker travel demand within the U.S., contrasting with strong performances in other regions.
In another report by Baptista Research titled “Expedia Group: Can Its Unified Platform Keep Up With Booking and Airbnb?,” the Q4 2024 financial results painted a detailed picture of Expedia Group’s performance. The company demonstrated impressive growth in room nights, gross bookings, and revenue, all achieving double-digit increase levels. This positive outcome was attributed to strong market demand and effective operational strategies employed by the company. Smartkarma provides investors with diverse analyst perspectives to make informed decisions regarding investments in Expedia Group, Inc.
A look at Expedia Group, Inc. Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Expedia Group, Inc., a company that provides online travel services for both leisure and small business travelers, has received varying Smart Scores across different factors. With a value and dividend score of 2, the company seems to have moderate performance in terms of value and dividend payouts. However, it excels in growth with a score of 5, indicating promising prospects for expanding its business operations. Additionally, Expedia Group, Inc. demonstrates good resilience and momentum, with scores of 4 in both categories, suggesting that the company is adept at weathering challenges and maintaining its growth trajectory.
Overall, Expedia Group, Inc.‘s Smart Scores paint a positive long-term outlook for the company. While its value and dividend scores may not be the highest, the strong growth, resilience, and momentum scores indicate that the company is well-positioned to capitalize on opportunities in the online travel services industry. With a diverse range of travel shopping and reservation services, including real-time access to airlines, hotels, and car rental companies, Expedia Group, Inc. appears to be on a path towards continued success and expansion in the market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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