Compared to Estimates, Booking Holdings (BKNG) Q1 Earnings: A Look at Key Metrics

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Compared to Estimates, Booking Holdings (BKNG) Q1 Earnings: A Look at Key Metrics

For the quarter ended March 2026, Booking Holdings (BKNG) reported revenue of $5.53 billion, up 16.2% over the same period last year. EPS came in at $1.14, compared to $0.99 in the year-ago quarter.

The reported revenue represents a surprise of +0.61% over the Zacks Consensus Estimate of $5.5 billion. With the consensus EPS estimate being $1.10, the EPS surprise was +3.24%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Booking Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Gross Bookings - Total: $53.8 billion compared to the $53.89 billion average estimate based on six analysts. Gross Bookings - Merchant: $38.7 billion compared to the $38.6 billion average estimate based on six analysts. Gross Bookings - Agency: $15 billion versus the six-analyst average estimate of $15.29 billion. Units Sold - Room Nights: 338 million versus 340.96 million estimated by five analysts on average. Units Sold - Rental Car Days: 21 million versus the four-analyst average estimate of 23.34 million. Units Sold - Airline Tickets: 21 million versus 19.69 million estimated by four analysts on average. Revenues- Agency: $1.53 billion compared to the $1.56 billion average estimate based on six analysts. The reported number represents a change of -2.3% year over year. Revenues- Advertising and Other Revenues: $306 million compared to the $308.5 million average estimate based on six analysts. The reported number represents a change of +9.3% year over year. Revenues- Merchant: $3.7 billion versus the six-analyst average estimate of $3.63 billion. The reported number represents a year-over-year change of +26.7%.

View all Key Company Metrics for Booking Holdings here>>>

Shares of Booking Holdings have returned +7.8% over the past month versus the Zacks S&P 500 composite's +12.8% 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.

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This article originally published on Zacks Investment Research (zacks.com).

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