Expedia Group (EXPE) Earnings Analysis

Expedia Group (EXPE) beat expectations in Q2 FY2026 on revenue of $4.3B versus the $4.2B estimate (+14.0% YoY) and EPS of $5.76. The next Expedia Group (EXPE) earnings date is Nov 5, 2026. Below is the full Expedia Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Expedia Group (EXPE) Earnings Analysis — key stats

Next earnings dateNov 5, 2026
Latest reported quarterQ2 FY2026
Earnings verdictBeat
EPS beat rate6 of last 8 (quarters above estimate)
Avg next-day move±9.3% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±22.1% (options-derived · into Nov 5, 2026)
Institutional ownership75.8% (13F as of 2026-06-30)
Top 10 holders39.4% (of shares outstanding)
Insider activity8 buys / 4 sells (recent Form 4 filings)
Revenue$4.3B (vs $4.2B est · +3.4% surprise · +14.0% YoY)
EPS$5.76 (vs $5.22 est · +10.3% surprise · +179.7% YoY)
Share price$332.69 (+1.3%)
Market cap$38.1B

Expedia Group (EXPE) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$4.3B vs $4.2B est$5.76 vs $5.22 est+10.3%-1.8%Beat
Q2 FY2026$3.4B vs $3.4B est$1.96 vs $1.41 est+39.0%-6.8%Beat
Q1 FY2026$3.5B vs $3.4B est$3.78 vs $3.35 est+12.8%-9.0%Beat
Q4 FY2025$4.4B vs $4.3B est$7.57 vs $6.97 est+8.6%+20.8%Beat
Q3 FY2025$3.8B vs $3.7B est$4.24 vs $3.97 est+6.8%+5.5%Beat
Q2 FY2025$3.0B vs $3.0B est$0.40 vs $0.35 est+13.6%-5.9%Mixed
Q1 FY2025$3.2B vs $3.1B est$1.84 vs $2.06 est-10.7%+19.2%Mixed
Q4 FY2024$4.1B vs $4.1B est$6.13 vs $6.07 est+1.0%+5.2%In line

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.8.4%10.3M$2.6B-2.1%
Vanguard Capital Management LLC6.1%7.5M$1.9B-1.6%
Undisclosed filer4.8%5.8M$1.5B-1.8%
State Street Corp4.7%5.7M$1.5B+1.4%
Geode Capital Management, LLC3.3%4.0M$1.0B-0.8%
Windacre Partnership LLC3.2%3.9M$1.0B+13.9%
Aqr Capital Management LLC2.5%3.1M$794.4M+21.8%
Norges Bank2.4%2.9M$734.3M+100.0%
Invesco Ltd.2.0%2.4M$620.5M-1.5%
Jpmorgan Chase & CO2.0%2.4M$641.2M-20.9%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Dzielak Robert Jofficer: Chief Legal Officer & Sec'y2026-08-11Sell3K$945945
Dzielak Robert Jofficer: Chief Legal Officer & Sec'y2026-07-15Buy2K
Dzielak Robert Jofficer: Chief Legal Officer & Sec'y2026-07-15Sell920$244978
Dzielak Robert Jofficer: Chief Legal Officer & Sec'y2026-07-15Sell2K
Von Furstenberg Alexanderdirector2026-07-01Buy3
Menendez-Cambo Patriciadirector2026-07-01Buy37
KHOSROWSHAHI DARAdirector2026-07-01Buy19
Dubugras Henrique Vasoncelosdirector2026-07-01Buy6

What you'll find

Frequently asked questions

When is Expedia Group's next earnings date?
Expedia Group's (EXPE) next scheduled earnings date is Nov 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Expedia Group (EXPE) beat or miss earnings?
In Q2 FY2026, Expedia Group (EXPE) posted beat results — revenue of $4.3B versus the $4.2B estimate (+3.4% surprise) and EPS of $5.76 versus $5.22 expected (+10.3% surprise). Magnisto decodes every Expedia Group (EXPE) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Expedia Group beat earnings estimates?
Over its last 8 reported quarters, Expedia Group (EXPE) beat Wall Street EPS estimates 6 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Expedia Group (EXPE) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Expedia Group stock move after earnings?
Over its last 8 quarterly reports, Expedia Group (EXPE) moved an average of ±9.3% the day after earnings — ranging from -9.0% (Q1 FY2026) to +20.8% (Q4 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 5, 2026, options-implied volatility is pricing in a move of roughly ±22.1% (derived). Magnisto tracks the realized post-earnings move for every Expedia Group (EXPE) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Expedia Group?
Institutions hold about 75.8% of Expedia Group's (EXPE) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (6.1%), Undisclosed filer (4.8%). Magnisto lists Expedia Group's (EXPE) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Expedia Group (EXPE)?
In the most recent Form 4 filings Magnisto tracks, Expedia Group (EXPE) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Expedia Group (EXPE) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Expedia Group (EXPE), anchored to the current $332.69 share price, so you can weigh the bull, base and bear cases for Expedia Group side by side.
Is Expedia Group (EXPE) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Expedia Group fits your own thesis and risk profile. This is research, not investment advice.

Related stocks

Educational research, not investment advice. Figures are illustrative and may be delayed.