Compared to Estimates, Expedia (EXPE) Q3 Earnings: A Look at Key Metrics

Core Insights - Expedia reported revenue of $4.41 billion for the quarter ended September 2025, marking an 8.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 2.61% [1] - The company's EPS was $7.57, up from $6.13 in the same quarter last year, surpassing the consensus EPS estimate of $7.21 by 4.99% [1] Financial Performance Metrics - Gross bookings totaled $30.73 billion, exceeding the average estimate of $29.18 billion by analysts [4] - Booked room nights were 108, slightly below the average estimate of 109 [4] - Gross bookings from the Merchant segment were $18.85 billion, surpassing the estimated $17.43 billion [4] - Agency gross bookings reached $11.88 billion, slightly above the average estimate of $11.76 billion [4] - International revenue was $1.88 billion, exceeding the average estimate of $1.75 billion, representing a year-over-year increase of 15.4% [4] - U.S. revenue was $2.54 billion, slightly below the estimated $2.58 billion, but still reflecting a 4.2% year-over-year increase [4] - B2B revenue was $1.39 billion, above the average estimate of $1.35 billion, with an 18.2% year-over-year increase [4] - B2C revenue was $2.88 billion, exceeding the average estimate of $2.82 billion, representing a 3.7% year-over-year increase [4] - Revenue from Expedia Group (excluding Trivago) was $4.28 billion, surpassing the average estimate of $4.17 billion, with an 8% year-over-year increase [4] - Trivago revenue was $137 million, exceeding the average estimate of $120.36 million, reflecting a year-over-year increase of 34.3% [4] - Revenue from Lodging was $3.6 billion, above the average estimate of $3.51 billion, with an 8.7% year-over-year increase [4] - Revenue from Other services was $376 million, below the average estimate of $436.04 million, but still showing a year-over-year increase of 1.6% [4] Stock Performance - Expedia's shares returned +0.7% over the past month, compared to the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]