Акции Booking Holdings Inc. (BKNG) — это хороший бизнес?

Акции Booking Holdings Inc. (BKNG) — это хороший бизнес? — InspectStocks

Just reported

Q3 2026 results

From Booking's results release of 3 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
8,89B $
-1,3 % y/y
+21 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
3,61 $
+6,8 % y/y
+43 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
3,42B $
-1,9 % y/y
+37 % q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

На чём зарабатывает

Merchant travel bookings66 %
Agency travel bookings30 %
Advertising, restaurant services and other revenue4 %

Доли выручки — это оценки за year ended December 31, 2025, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт5

Booking.com
A travel booking service for accommodation, flights, rental cars, activities and ground transportation. It lists hotels as well as homes, apartments and other places to stay.
Priceline
A travel booking service, focused mainly on North America, for accommodation, flights, rental cars, vacation packages, cruises and activities.
Agoda
A travel booking service used mainly by customers in Asia-Pacific, for accommodation, flights, ground transportation and attractions.

Показать ещё 2

KAYAK
A travel search service that compares itineraries and prices from many travel websites.
OpenTable
A restaurant reservation service for diners and a reservation-management service for restaurants.

Кто покупает5

Travelers book accommodation, flights, rental cars, activities and ground transportation through the company’s websites and apps.
Hotels, property owners and other accommodation providers list rooms or properties and pay commissions or transaction-related charges when bookings are made.
Airlines, car-rental companies and activity or transportation providers use the booking services to reach travelers and sell available inventory.

Показать ещё 2

Restaurants use OpenTable to receive reservations and may pay subscription fees for reservation-management services.
Banks, airlines, corporate travel companies and other businesses can obtain travel inventory through the company’s business-to-business services.

На чём держится и что может это сломать

От чего зависит бизнес

1The booking services depend on hotels, property owners, airlines, car-rental companies, restaurants and other providers supplying inventory and honoring reservations.
2The company buys substantial performance-marketing traffic through online search engines, primarily Google, and reports pressure on unpaid search traffic.
3Merchant bookings rely on payment processing and other outside services; handling more payments also brings processing costs, chargebacks and fraud exposure.
4The business operates under changing travel, privacy, consumer-protection, competition and payment rules across many countries.

Что может пойти не так

1Travel disruptions can reduce bookings or change where and how people travel. The company reported that the conflict in the Middle East affected long-haul demand, flight capacity, prices and cancellations during the second quarter of 2026.
2Competition from travel-booking services, travel providers, search companies and artificial-intelligence travel tools may draw away customers or require discounts and higher marketing spending.
3Changing laws and regulatory scrutiny can require changes to the company’s services and increase compliance costs; Booking Holdings is subject to additional European requirements under the Digital Markets Act and Digital Services Act.

Полная финансовая отчётность →

О компании Booking Holdings Inc.

Its five main brands are Booking.com, Priceline, Agoda, KAYAK and OpenTable. Travelers use them to find and book trips; hotels, other travel providers and restaurants use them to reach customers or manage reservations. The company tracks room nights, rental-car days and flight tickets booked; year over year, these changed by 5.3% (three months ended June 30, 2026, high), -6.5% (three months ended June 30, 2026, high) and 3.7% (three months ended June 30, 2026, high), respectively.

Штаб-квартира: Norwalk, Connecticut
Год основания: 1997 (as Priceline.com)
Сотрудников: 25,550 (June 30, 2026, high)
Торгуется на: NASDAQ Global Select Market
Конец финансового года: December 31

Построено по собственной отчётности Booking Holdings Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

From Booking's results release of 3 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
8,89B $
-1,3 % y/y
+21 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
3,61 $
+6,8 % y/y
+43 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
3,42B $
-1,9 % y/y
+37 % q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Booking is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Travel Services

Graded A or B and worth $2B or more: A first, then the largest.

All 18 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

На чём зарабатывает

Merchant travel bookings66 %
Agency travel bookings30 %
Advertising, restaurant services and other revenue4 %

Доли выручки — это оценки за year ended December 31, 2025, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт5

Booking.com
A travel booking service for accommodation, flights, rental cars, activities and ground transportation. It lists hotels as well as homes, apartments and other places to stay.
Priceline
A travel booking service, focused mainly on North America, for accommodation, flights, rental cars, vacation packages, cruises and activities.
Agoda
A travel booking service used mainly by customers in Asia-Pacific, for accommodation, flights, ground transportation and attractions.

Показать ещё 2

KAYAK
A travel search service that compares itineraries and prices from many travel websites.
OpenTable
A restaurant reservation service for diners and a reservation-management service for restaurants.

Кто покупает5

Travelers book accommodation, flights, rental cars, activities and ground transportation through the company’s websites and apps.
Hotels, property owners and other accommodation providers list rooms or properties and pay commissions or transaction-related charges when bookings are made.
Airlines, car-rental companies and activity or transportation providers use the booking services to reach travelers and sell available inventory.

Показать ещё 2

Restaurants use OpenTable to receive reservations and may pay subscription fees for reservation-management services.
Banks, airlines, corporate travel companies and other businesses can obtain travel inventory through the company’s business-to-business services.