Zacks Investment Research·5 days ago
Why Expedia (EXPE) is a Top Growth Stock for the Long-TermWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Expedia Group, Inc.(EXPE)Earnings, Financials & Key Ratios
EXPE•NASDAQ
$266.76
27.2× P/E·Price updated Jul 6, 2026
AboutExpedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through Retail, B2B, and trivago segments. Its brand portfolio include Brand Expedia, a full-service online travel brand with localized websites; Hotels.com for marketing and distributing lodging accommodations; Vrbo, an online marketplace for the alternative accommodations; Orbitz, Travelocity, and CheapTickets travel websites; ebookers, an online EMEA travel agent for travelers an array of travel options; Hotwire, which offers travel booking services; CarRentals.com, an online car rental booking service; Classic Vacations, a luxury travel specialist; and Expedia Cruise, a provider of advice for travelers booking cruises. The company's brand portfolio also comprise Expedia Partner Solutions, a business-to-business brand that provides travel and non-travel vertical, which includes corporate travel management, airlines, travel agents, online retailers and financial institutions; and Egencia that provides corporate travel management services. In addition, its brand portfolio consists of Trivago, a hotel metasearch website, which send referrals to online travel companies and travel service providers from hotel metasearch websites; and Expedia Group Media solutions. Further, the company provides online travel services through its Wotif.com, lastminute.com.au, travel.com.au, Wotif.co.nz, and lastminute.co.nz brands; loyalty programs; hotel accommodations and alternative accommodations; and advertising and media services. It serves leisure and corporate travelers. The company was formerly known as Expedia, Inc. and changed its name to Expedia Group, Inc. in March 2018. Expedia Group, Inc. was founded in 1996 and is headquartered in Seattle, Washington.Show more
- Revenue$14.73B+7.6%
- EBITDA$2.87B+32.8%
- Net Income$1.29B+4.9%
- EPS (Diluted)9.81+9.6%
- Gross Margin84.1%-6.0%
- EBITDA Margin19.45%+23.4%
- Operating Margin13.43%+39.4%
- Net Margin8.78%-2.6%
- ROE48.41%+9.6%
EXPE Price & Volume
Expedia Group, Inc. (EXPE) stock price & volume — 10-year historical chart
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B2B Pivot Drives Growth Amid Margin Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Marketing Spend Efficiency Volatility
Key Thesis Takeaways
- Expedia Group is undergoing a strategic transition toward B2B infrastructure, which has successfully accelerated revenue growth to 14.7% as of 2026Q1.
- While this pivot offers a promising long-term trajectory, investors should remain cautious of the company's persistent reliance on high SG&A expenditures, which reached $2.1 billion in the most recent quarter, and the inherent volatility in seasonal working capital.
- The company's aggressive capital return strategy, highlighted by $788 million in share repurchases in 2026Q1, must be balanced against the risks posed by a tight current ratio of 0.73 and significant deferred revenue obligations.
Verdict Logic
while the forward P/E of 13.35 suggests potential value, the extreme volatility in cash flow conversion and the reliance on $2.1 billion in quarterly SG&A spending warrant a cautious approach.
EXPE Growth Metrics
Expedia Group, Inc. (EXPE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.24%
5 Years23.16%
3 Years8.09%
TTM10.01%
Profit CAGR
10 Years5.4%
5 Years-
3 Years54.33%
TTM33.11%
EPS CAGR
10 Years5.58%
5 Years-
3 Years65.1%
TTM33.97%
Return on Capital
10 Years7.29%
5 Years11.8%
3 Years16.01%
Last Year23.87%
EXPE Recent Earnings
Expedia Group, Inc. (EXPE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$1.96+39.0%
$1.41
Rev
$3.4B+2.2%
$3.4B
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$3.78+12.8%
$3.35
Rev
$3.5B+3.8%
$3.4B
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$7.57+8.6%
$6.97
Rev
$4.4B+3.0%
$4.3B
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$4.24+6.8%
$3.97
Rev
$3.8B+2.1%
$3.7B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $1.96vs $1.41+39.0% | $3.4Bvs $3.4B+2.2% |
| Q1 2026 | Feb 12, 2026 | $3.78vs $3.35+12.8% | $3.5Bvs $3.4B+3.8% |
| Q4 2025 | Nov 6, 2025 | $7.57vs $6.97+8.6% | $4.4Bvs $4.3B+3.0% |
| Q3 2025 | Aug 7, 2025 | $4.24vs $3.97+6.8% | $3.8Bvs $3.7B+2.1% |
Based on last 12 quarters of dataView full earnings history →
Latest EXPE News
Recent stock market news and headlines for Expedia Group, Inc. (EXPE)
Zacks Investment Research·6 days ago
Why Expedia (EXPE) is a Top Value Stock for the Long-TermWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Business Wire·Jun 23, 2026
Expedia Group Research Finds Fully Connected Hotels Eliminate Friction and Improve Revenue PerformanceSEATTLE--(BUSINESS WIRE)-- #AI--Expedia Group today released new global research showing that full connectivity is a decisive performance differentiator for hotel properties in driving revenue, maximizing operational efficiency, and delivering reliable inventory. Findings from independent hotels, franchise properties, and mid-to-large chains show that properties using a full suite of connectivity report stronger business performance, less friction, and greater confidence.Based on insights from 1,500 h.
Seeking Alpha·Jun 17, 2026
Expedia's Strong Track Record Is UndervaluedExpedia Group, Inc. is well positioned in the travel sector through a deep accommodation reach and strong brands. The travel sector is growing well over the long term, aiding EXPE's earnings growth. Current macroeconomic volatility has pressured EXPE due to a slowing travel sector outlook, but the concern only seems temporary.
Seeking Alpha·Jun 17, 2026
Expedia: I Believe Wall Street Has Incorrectly Discounted The Travel IndustryExpedia is positioned at the forefront of technological shifts transforming the travel industry. EXPE's evolution leverages advanced technology to adapt to changing consumer travel behaviors and preferences. The company's strategic focus on innovation aims to capture growth opportunities in a rapidly evolving market landscape.
Peers Comparison
Key metrics vs top competitors for Expedia Group, Inc. (EXPE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $266.76 | $31.21B | 27.19 | 7.61% | 8.78% | 48.41% | 0.57% | |
| $181.03 | $140.28B | 27.35 | 13.39% | 22.23% | — | — | |
| $147.65 | $87.63B | 36.64 | 10.26% | 19.9% | 31.24% | — | |
| $13.88 | $1.62B | 44.77 | 3.05% | 0.99% | 2.86% | — | |
| $41.08 | $25.87B | 6.02 | 13.91% | 53.44% | 20.8% | — | |
| $57.35 | $5.44B | 122.02 | 6.71% | 4.96% | — | — |
Compare EXPE vs Peers
Expedia Group, Inc. (EXPE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
EXPE SEC Filings & Documents
Expedia Group, Inc. (EXPE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Apr 23, 2026·SEC
Material company update
Apr 10, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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EXPE Frequently Asked Questions
Expedia Group, Inc. (EXPE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Expedia Group, Inc.'s revenue?
Expedia Group, Inc. (EXPE) reported $15.17B in revenue for fiscal year 2025. This represents a 548% increase from $2.34B in 2003.
How fast is Expedia Group, Inc. growing?
Expedia Group, Inc. (EXPE) grew revenue by 7.6% over the past year. This is steady growth.
Is EXPE profitable?
Yes, Expedia Group, Inc. (EXPE) is profitable, generating $1.56B in net income for fiscal year 2025 (8.8% net margin).
Dividend & Returns
Does EXPE pay dividends?
Yes, Expedia Group, Inc. (EXPE) pays a dividend with a yield of 0.57%. This makes it attractive for income-focused investors.
What is EXPE's return on equity?
Expedia Group, Inc. (EXPE) has a return on equity (ROE) of 48.4%. This is excellent, indicating efficient use of shareholder capital.
What is Expedia Group, Inc.'s free cash flow?
Expedia Group, Inc. (EXPE) generated $4.69B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.