Booking Holdings (BKNG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Booking Holdings reported $4.76 billion in revenue for Q1 2025, a year-over-year increase of 7.9% and an EPS of $24.81 compared to $20.39 a year ago, exceeding Zacks Consensus Estimates [1] - The company achieved a revenue surprise of +3.58% and an EPS surprise of +43.83% compared to consensus estimates [1] Financial Performance Metrics - Gross Bookings totaled $46.70 billion, surpassing the average estimate of $46.40 billion [4] - Agency Gross Bookings were $15.50 billion, below the average estimate of $16.38 billion [4] - Merchant Gross Bookings reached $31.20 billion, exceeding the average estimate of $30 billion [4] - Units Sold for Room Nights were 319 million, slightly above the estimate of 317.86 million [4] - Units Sold for Airline Tickets were 16 million, significantly above the estimate of 13.23 million [4] - Rental Car Days sold were 22 million, slightly below the average estimate of 22.89 million [4] - Agency Revenues were $1.56 billion, slightly below the average estimate of $1.59 billion, representing a year-over-year decline of -11.3% [4] - Advertising and Other Revenues were $280 million, above the average estimate of $275.31 million, reflecting a year-over-year increase of +6.1% [4] - Merchant Revenues were $2.92 billion, exceeding the average estimate of $2.72 billion, with a year-over-year increase of +22.2% [4] Stock Performance - Shares of Booking Holdings returned +6.1% over the past month, outperforming the Zacks S&P 500 composite, which changed by -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]