Booking Holdings 3Q 2026: Revenue $8.89B, Net income $2.72B, EPS $3.61— 10-Q Summary
Booking Holdings reported 3Q 2026 revenue of $8.89B, down 1.3% YoY, and net income of $2.72B, down 1.1%. EPS rose 6.8% to $3.61. Gross bookings increased 9.6%, with merchant bookings at 75%. The company raised its annual savings target to $650M and continues investing in AI and marketing.
How this was made
The 30-second read
Why it matters
The earnings mix of negative revenue trends and positive earnings per share creates a nuanced market reaction, with potential short‑term downside but limited long‑term impact.
Market read
The report provides fresh data for traders to adjust positions in BKNG and related travel‑tech stocks.
What to watch
The $900M FTC charge may be a one‑time expense; future quarters could see improved profitability if the charge does not recur.
Background
Booking Holdings' Q3 2026 earnings were released via a 10‑Q filing, highlighting a modest revenue decline, a significant FTC-related charge, and an EPS increase.
Ticker impact
Booking Holdings filed its Q3 2026 10‑Q reporting $8.89B revenue, a 1.3% YoY decline and a $900M FTC charge, while EPS rose 6.8% to $3.61.
likely modest pressure as market prices in the revenue decline and charge, with upside capped by the EPS beat
The revenue decline and large FTC charge are negative catalysts, but the EPS beat and higher merchant bookings provide some support.
Market effects
Travel and online booking sector may see short‑term scrutiny over FTC issues, but merchant‑booking shift could be viewed positively.
U.S. travel‑related stocks could experience slight volatility as investors assess the impact of the FTC charge on Booking.
Limited to companies with exposure to online travel bookings and regulatory scrutiny.
Counterpoint
Despite the revenue miss, the strong EPS beat and growing merchant bookings suggest a longer‑term upside.
Key entities
- companyBooking Holdings Inc.
Online travel agency reporting Q3 2026 results.
