Expedia (EXPE) Reports Q1 Earnings: What Key Metrics Have to Say

Expedia (EXPE) reported $3.43 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 14.7%. EPS of $1.96 for the same period compares to $0.40 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.34 billion, representing a surprise of +2.47%. The company delivered an EPS surprise of +39.15%, with the consensus EPS estimate being $1.41.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Expedia performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Stayed room nights/ Booked room nights: 114 compared to the 116 average estimate based on six analysts.Stayed Room Night /Booked room nights Growth: 6% versus 8% estimated by six analysts on average.Gross bookings by product - Non-lodging: $9.55 billion versus the five-analyst average estimate of $9.5 billion.Gross bookings - Merchant: $21.17 billion compared to the $20.28 billion average estimate based on five analysts.Revenue- Non-U.S. points of sale: $1.44 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of +24.1%.Revenue- U.S. points of sale: $1.99 billion versus the two-analyst average estimate of $1.96 billion. The reported number represents a year-over-year change of +8.7%.Revenue- Expedia Group (excluding trivago): $3.3 billion versus the five-analyst average estimate of $3.26 billion. The reported number represents a year-over-year change of +13.7%.Revenue- B2B: $1.18 billion versus $1.15 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +24.9% change.Revenue- Trivago: $125 million versus $107.84 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +47.1% change.Revenue- B2C: $2.12 billion compared to the $2.1 billion average estimate based on five analysts. The reported number represents a change of +8.3% year over year.Revenue by Service Type- Lodging: $2.61 billion versus the four-analyst average estimate of $2.53 billion. The reported number represents a year-over-year change of +14%.Revenue by Service Type- Other: $387 million compared to the $447.24 million average estimate based on three analysts. The reported number represents a change of +16.2% year over year.View all Key Company Metrics for Expedia here>>>Shares of Expedia have returned +4.1% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.See Stocks Now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks