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Expedia Lifts 2025 Outlook After Q3 Beat as Shares Jump 15%

Stronger B2B demand drove the outlook change.

Overview

  • Expedia raised its full-year targets to 6–7% revenue growth and 7% gross bookings growth, and its stock climbed about 15% after hours.
  • The company reported adjusted earnings of $7.57 per share versus a $6.92 consensus, with total gross bookings up 12% to $30.7 billion.
  • B2B bookings rose 26% to $9.38 billion, reflecting expanding relationships with travel agencies and other partners.
  • Room nights increased, including high single-digit growth in the U.S. for the fastest pace in over three years, while Asia exceeded 20%.
  • Adjusted EBITDA grew 16% with 208 basis points of margin expansion, and the company executed $451 million in buybacks and declared a $0.40 quarterly dividend.