Booking Holdings' second quarter revenue and EPS beat estimates driven by resilient travel demand and 9% gross bookings growth.

Booking Holdings reported second quarter 2026 revenue of $7.4 billion, up 8% year-over-year, and adjusted EPS of $2.54, an increase of 15%. Both figures surpassed analyst expectations, driven by continued strength in travel demand as gross bookings increased 9% to $51.0 billion.

Key Highlights

• Gross bookings rose 9% to $51.0 billion, or 8% on a constant currency basis, indicating resilient consumer travel spending.
• Room nights sold, a key volume metric, increased 5% year-over-year to 325 million, exceeding consensus estimates of 312.4 million.
• The company repurchased $3.7 billion of its stock during the quarter and increased its expected annual run-rate savings from its Transformation Program to approximately $650 million.