分组1 - Booking Holdings reported quarterly earnings of $55.4 per share, exceeding the Zacks Consensus Estimate of $50.91 per share, and up from $41.9 per share a year ago, representing an earnings surprise of +8.82% [1] - The company posted revenues of $6.8 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.56%, compared to $5.86 billion in the same quarter last year [2] - Booking Holdings has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 14.3% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $95.90 on revenues of $8.69 billion, and for the current fiscal year, it is $219.50 on revenues of $25.86 billion [7] - The Internet - Commerce industry, to which Booking Holdings belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8]

Company Performance - Booking Holdings (BKNG) closed at $5,675.53, reflecting a -1.57% change from the previous day, underperforming the S&P 500 which lost 0.4% [1] - Prior to this trading session, BKNG shares had increased by 7.39%, surpassing the Retail-Wholesale sector's gain of 4.14% and the S&P 500's gain of 4.97% [1] Upcoming Financial Results - Booking Holdings is set to announce its earnings on July 29, 2025, with projected earnings of $50.05 per share, indicating a year-over-year growth of 19.45% [2] - The consensus estimate for revenue is $6.54 billion, representing an 11.62% increase from the same quarter last year [2] Full-Year Estimates - The Zacks Consensus Estimates for Booking Holdings indicate earnings of $216.27 per share and revenue of $25.75 billion, reflecting year-over-year changes of +15.59% and +8.47%, respectively [3] - Investors are advised to monitor changes in analyst estimates, as positive revisions are often indicative of favorable business outlooks [3] Valuation Metrics - Booking Holdings currently has a Forward P/E ratio of 26.66, which is higher than the industry average Forward P/E of 21.92 [6] - The company has a PEG ratio of 1.77, compared to the Internet - Commerce industry's average PEG ratio of 1.4 [7] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 66, placing it in the top 27% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - Booking Holdings reported quarterly earnings of $24.81 per share, exceeding the Zacks Consensus Estimate of $17.25 per share, and showing an increase from $20.39 per share a year ago, resulting in an earnings surprise of 43.83% [1] - The company achieved revenues of $4.76 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.58% and up from $4.42 billion year-over-year [2] - Booking Holdings has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the latest quarter was 43.83%, with a previous quarter's surprise of 16.58% [1][2] - The current consensus EPS estimate for the upcoming quarter is $49.30, with expected revenues of $6.3 billion, and for the current fiscal year, the EPS estimate is $208.50 on revenues of $25.05 billion [7] Stock Performance and Outlook - Booking Holdings shares have declined approximately 1.6% since the beginning of the year, while the S&P 500 has decreased by 6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Commerce industry, to which Booking Holdings belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]