Booking Holdings Inc.（BKNG）股票——这是一门好生意吗？

Booking Holdings Inc.（BKNG）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From Booking's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
US$8.89B
-1.3% y/y
+21% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$3.61
+6.8% y/y
+43% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$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 →

怎么赚钱

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

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

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.

再显示 2 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: Norwalk, Connecticut
成立于: 1997 (as Priceline.com)
员工人数: 25,550 (June 30, 2026, high)
上市于: NASDAQ Global Select Market
财年结束: December 31

基于 Booking Holdings Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From Booking's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
US$8.89B
-1.3% y/y
+21% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$3.61
+6.8% y/y
+43% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$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 themes it is part of

Highest-graded in Travel Services

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

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.

怎么赚钱

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

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

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.

再显示 2 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Booking Holdings Inc.

总部: Norwalk, Connecticut
成立于: 1997 (as Priceline.com)
员工人数: 25,550 (June 30, 2026, high)
上市于: NASDAQ Global Select Market
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

怎么赚钱

竞争对手

卖什么5

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Booking Holdings Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The themes it is part of

Highest-graded in Travel Services

Grade rose recently in Consumer Discretionary

怎么赚钱

竞争对手

卖什么5

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Booking Holdings Inc.

Keep exploring

The themes it is part of

Highest-graded in Travel Services

Grade rose recently in Consumer Discretionary

Travel & hotels

Booking Holdings Inc.

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

怎么赚钱

竞争对手

卖什么5

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Booking Holdings Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The themes it is part of

Highest-graded in Travel Services

Grade rose recently in Consumer Discretionary

怎么赚钱

竞争对手

卖什么5

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Booking Holdings Inc.

Keep exploring

The themes it is part of

Highest-graded in Travel Services

Grade rose recently in Consumer Discretionary

Travel & hotels

Booking Holdings Inc.

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势