Expedia Group, Inc.

Informe acción NasdaqGS:EXPE

Capitalización de mercado: US$29.4b

Expedia Group Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Expedia Group ha aumentado sus beneficios a una tasa media anual de 58.5%, mientras que los beneficios de la industria de Hospitality han experimentado un crecimiento de 29.5% anual. Los ingresos han ido creciendo a una tasa media de 15.2% al año. La rentabilidad financiera de Expedia Group es de 80.9%, y sus márgenes netos son de 9.8%.

Información clave

58.45%

Tasa de crecimiento de los beneficios

60.60%

Tasa de crecimiento del BPA

Crecimiento de la industria Hospitality 19.52%
Tasa de crecimiento de los ingresos15.21%
Rentabilidad financiera80.94%
Margen neto9.81%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 16

Shareholders Will Be Pleased With The Quality of Expedia Group's (NASDAQ:EXPE) Earnings

Even though Expedia Group, Inc. ( NASDAQ:EXPE ) posted strong earnings, investors appeared to be underwhelmed. Our...

Recent updates

Seeking Alpha Jun 17

Expedia: I Believe Wall Street Has Incorrectly Discounted The Travel Industry

Summary Expedia is positioned at the forefront of technological shifts transforming the travel industry. EXPE's evolution leverages advanced technology to adapt to changing consumer travel behaviors and preferences. The company's strategic focus on innovation aims to capture growth opportunities in a rapidly evolving market landscape. EXPE's role as a technological leader underpins its investment thesis amid ongoing industry transformation. Read the full article on Seeking Alpha
Artículo de análisis Jun 16

Expedia Group (EXPE) Stock Could Be 31.5% Undervalued After Strait Of Hormuz Reopening

The peace deal that is set to reopen the Strait of Hormuz has quickly fed into Expedia Group (EXPE), with the stock up 5.4% as investors weigh the impact of restored flight corridors. See our latest analysis for Expedia Group. Beyond today’s move, Expedia Group’s recent news flow around AI-powered B2B tools and the planned CarTrawler acquisition has arrived alongside an 8.84% 1 month share price return but a year to date share price decline of 16.24%. The 1 year total shareholder return of...
Actualización de narrativa Jun 13

EXPE: AI And B2B Expansion Will Ease Marketplace And Execution Concerns

Analysts have nudged their fair value estimate for Expedia Group slightly lower to about $368.53. Several firms have recently raised their price targets into the $240 to $245 range, citing what they describe as solid Q1 results and improving execution.
Actualización de narrativa May 30

EXPE: AI And B2B Partnerships Will Support Future Margin Expansion

Narrative Update on Expedia Group Analysts have nudged Expedia Group's implied fair value slightly higher to about $286 from $283, reflecting modest adjustments to assumptions on discount rate, growth, margins and future P/E following a series of mixed but generally constructive price target revisions that cite solid recent results and improving execution. Analyst Commentary Recent research on Expedia Group clusters around two themes, with several firms fine-tuning price targets after quarterly updates and reassessing how risks such as competitive pressure and potential AI disruption could affect valuation multiples.
Artículo de análisis May 16

Shareholders Will Be Pleased With The Quality of Expedia Group's (NASDAQ:EXPE) Earnings

Even though Expedia Group, Inc. ( NASDAQ:EXPE ) posted strong earnings, investors appeared to be underwhelmed. Our...
Actualización de narrativa May 07

EXPE: AI Disruption Fears Will Ease As Marketplace Risks Recede

Analyst price targets for Expedia Group have been adjusted lower by a wide range, including cuts of $4 to $40 alongside a few smaller upward revisions. Analysts are factoring in peer multiple compression, concerns about potential AI disruption to online travel agencies, and expectations for more limited margin expansion despite recent solid results.
Actualización de narrativa Apr 22

EXPE: AI Disruption Fears Will Ease And Support 2026 Upside

Analysts have trimmed their average price targets on Expedia Group by a few dollars, generally citing recalibrated sector multiples, mixed views on AI related risks for online travel agents, and more measured expectations for margin expansion despite recent solid quarterly results. Analyst Commentary Recent research on Expedia Group shows a split tape, with several price target cuts reflecting sectorwide multiple compression and AI related uncertainty, while a separate group of bullish analysts has highlighted strong execution, solid quarterly beats, and specific areas of growth as reasons to lean more positive.
Actualización de narrativa Apr 08

EXPE: AI Efficiencies And B2B Momentum Will Support Future Margin Expansion

Expedia Group's analyst fair value estimate shifts modestly higher to $283 as recent research blends multiple price target trims with a handful of upgrades, reflecting mixed views on AI disruption risks, peer multiple resets, and the potential for continued revenue growth, margin improvement, and supportive P/E assumptions. Analyst Commentary Recent research on Expedia Group reflects a split tape, with some bullish analysts leaning into execution on recent results and AI efficiency upside, while more cautious voices focus on reset expectations, peer multiple compression, and lingering disruption risk around online travel agency models.
Actualización de narrativa Mar 25

EXPE: AI Efficiencies And B2B Expansion Will Support Future Margin Strength

Analysts have trimmed the fair value estimate for Expedia Group to about $280.76 from $287.50, as a series of slightly lower price targets and questions around AI disruption offset models that now assume higher revenue growth, stronger profit margins, and a lower future P/E. Analyst Commentary Recent research on Expedia Group reflects a mix of optimism around execution and ongoing caution around disruption risk and valuation, with many firms adjusting their price targets rather than making major shifts in ratings.
Actualización de narrativa Mar 10

EXPE: B2B Strength And AI Risk Reset Will Support 2026 Upside

Analysts have modestly revised our Expedia Group fair value estimate higher to $366.92 per share, reflecting updated assumptions around revenue growth, profitability and sector wide P/E multiples, following a broad reset of Street price targets that mostly cluster in the $225 to $360 range with Neutral or equivalent ratings. Analyst Commentary Recent Street research around Expedia Group has centered on recalibrated price targets, mostly paired with Neutral or equivalent ratings, and a tighter range of fundamental expectations following the latest Q4 update and 2026 outlook.
Actualización de narrativa Feb 24

EXPE: AI Debate And Margin Focus Will Support Future Re Rating

Analysts now place Expedia Group's fair value at $225, up from $212.20. They recalibrated price targets around generally solid recent results, slightly softer revenue growth, and higher P/E assumptions, alongside continued focus on margins and marketing spend.
Artículo de análisis Feb 14

It's Down 27% But Expedia Group, Inc. (NASDAQ:EXPE) Could Be Riskier Than It Looks

Expedia Group, Inc. ( NASDAQ:EXPE ) shareholders won't be pleased to see that the share price has had a very rough...
Actualización de narrativa Feb 10

EXPE: AI Disintermediation Risk Will Challenge Sustained Margin Expansion

Analysts have raised their blended fair value estimate for Expedia Group to about US$212 from roughly US$168, citing revised Street price targets that reflect expectations for stronger revenue growth, higher profit margins, and a slightly richer future P/E multiple, even though some firms remain cautious about competitive and AI related risks. Analyst Commentary Street research on Expedia Group has leaned positive on price targets, but you are also seeing a clear pocket of caution from some bearish analysts.
Actualización de narrativa Jan 27

EXPE: AI Efficiency And B2B Execution Will Balance Travel Disruption Risks

Analysts have lifted their fair value estimate for Expedia Group to US$287.50 from US$273.50. This reflects a modestly lower discount rate, a slightly higher assumed profit margin, and a higher future P/E multiple supported by recent price target increases across the Street that emphasize AI driven efficiencies, B2B strength, and improving travel fundamentals.
Actualización de narrativa Jan 11

EXPE: B2B Momentum And Tech Replatforming Will Drive Stronger 2026 Setup

Analysts have lifted their fair value estimate for Expedia Group to US$365.80 from US$280.79, pointing to higher assumed revenue growth, a richer future P/E multiple and a slightly lower discount rate. This comes even as they factor in a more modest profit margin outlook and fading AI disintermediation concerns, supported by recent price target increases across the Street.
Actualización de narrativa Dec 27

EXPE: AI Disintermediation Fears And Execution Will Shape Future Risk Balance

Analysts nudged their fair value estimate for Expedia Group modestly higher to about $273.50 per share from roughly $270.24. This reflects increased confidence in the durability of recent B2B and B2C outperformance and margin leverage, while viewing perceived AI disintermediation risks as overstated.
Actualización de narrativa Dec 13

EXPE: AI Disintermediation Fears And Execution Improvements Will Shape Future Risk Balance

Analysts have raised their blended price target for Expedia Group slightly to approximately $270 per share, reflecting modestly improved assumptions for revenue growth and margins following a series of post Q3 target hikes. These revisions view recent AI related fears as overstating long term disintermediation risk while acknowledging solid execution in both B2B and B2C.
Actualización de narrativa Nov 28

EXPE: Price Upside And AI Competition Will Define Future Risk And Return Balance

Analysts have raised their price target for Expedia Group by nearly $5 per share to reflect solid quarterly results and expectations that recent investor concerns over AI-driven disruption are overstated. Analyst Commentary Recent analyst research on Expedia Group provides insights into both optimism and caution following the company's quarterly results and the introduction of new artificial intelligence tools by key industry players.
Actualización de narrativa Nov 14

EXPE: Future Performance Will Reflect Balance Of Opportunity And Risk Ahead

Expedia Group’s analyst price target has been raised significantly, moving from approximately $227 to $265 per share. Analysts cite stronger-than-expected third-quarter results as well as improved growth and margin expectations.
Artículo de análisis Nov 11

After Leaping 27% Expedia Group, Inc. (NASDAQ:EXPE) Shares Are Not Flying Under The Radar

Expedia Group, Inc. ( NASDAQ:EXPE ) shareholders have had their patience rewarded with a 27% share price jump in the...
Actualización de narrativa Oct 31

EXPE: Improved U.S. Demand And New AI Tools Will Drive Near-Term Performance

Analysts have raised their average price target for Expedia Group to approximately $227 from about $224. This reflects cautious optimism around improved U.S. travel demand and balanced risk-reward, despite ongoing macroeconomic uncertainty and evolving industry dynamics.
Actualización de narrativa Oct 16

Emerging Asian Markets And AI Will Expand Global Reach

Expedia Group's analyst price target has been raised from $222 to approximately $224.30, as analysts cite improving revenue growth, stable profit margins, and sustained momentum following better-than-expected recent quarterly results. Analyst Commentary Analysts have provided a range of perspectives on Expedia Group following its recent results and outlook updates.
Actualización de narrativa Aug 08

Emerging Asian Markets And AI Will Expand Global Reach

Expedia Group’s consensus price target was raised notably as its forward P/E multiple declined and revenue growth forecasts improved, supporting an increase in fair value from $193.88 to $219.00. What's in the News Expedia Group raised its 2025 fiscal year revenue growth guidance to 3%-5% from 2%-4% previously.
Artículo de análisis Aug 04

We Like Expedia Group's (NASDAQ:EXPE) Returns And Here's How They're Trending

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Jul 21

Is Expedia Group (NASDAQ:EXPE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jul 08

Do Expedia Group's (NASDAQ:EXPE) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Apr 22

Expedia: Brace For A Tough Q1 Ahead (Rating Downgrade)

Summary Expedia faces significant challenges due to weakened consumer confidence, currency fluctuations, and declining air travel demand, prompting a downgrade to a sell rating. U.S. airlines report substantial domestic demand weakness and capacity cuts, signaling broader travel industry struggles and potential negative impacts on Expedia's performance. The sharp fall of the dollar (which recently hit multi-year lows against the euro) will also lower travel demand among both leisure and business travelers. Expedia is cheap at ~10x forward P/E, but no longer worth the risk as it gears up for its Q1 earnings release in early May. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Expedia Group. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:EXPE Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2615,1711,4889,0681,281
31 Dec 2514,7331,2948,9501,277
30 Sep 2514,3701,3888,7981,277
30 Jun 2514,0181,1138,7061,287
31 Mar 2513,7901,1698,5461,293
31 Dec 2413,6911,2348,4321,314
30 Sep 2413,3941,0678,2351,349
30 Jun 2413,2638088,0041,369
31 Mar 2413,0638077,7981,382
31 Dec 2312,8397977,6341,358
30 Sep 2312,5708427,4341,318
30 Jun 2312,2608997,2401,288
31 Mar 2312,0833297,1811,228
31 Dec 2211,6673526,8481,181
30 Sep 2211,3284516,5131,138
30 Jun 2210,6713316,1531,105
31 Mar 229,6012155,6311,097
31 Dec 218,598-2694,9261,074
30 Sep 217,239-9574,3281,040
30 Jun 215,781-1,5403,4891,005
31 Mar 214,236-1,9922,5461,000
31 Dec 205,199-2,6873,1161,068
30 Sep 207,026-2,1993,9711,149
30 Jun 209,080-1,5695,1701,211
31 Mar 2011,667-6336,5781,244
31 Dec 1912,0675656,8671,263
30 Sep 1911,8795066,8291,322
30 Jun 1911,5976226,6761,422
31 Mar 1911,3244406,5651,518
31 Dec 1811,2234066,4951,122
30 Sep 1810,9834446,5181,572
30 Jun 1810,6732716,4171,518
31 Mar 1810,3793276,3021,461
31 Dec 1710,0603786,0151,387
30 Sep 179,8344025,7941,339
30 Jun 179,4493305,5631,291
31 Mar 179,0593045,2881,265
31 Dec 168,7742825,0451,235
30 Sep 168,3791904,8471,161
30 Jun 167,7361944,5341,063
31 Mar 167,2036124,214931
31 Dec 156,6727643,908830
30 Sep 156,3308433,700761
30 Jun 156,1048173,563731

Ingresos de calidad: EXPE tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (9.8%) de EXPE son superiores a los del año pasado (8.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: EXPE ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 58.5% al año.

Acelerando crecimiento: El crecimiento de los beneficios de EXPE en el último año (27.3%) está por debajo de su media de 5 años (58.5% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de EXPE en el último año (27.3%) superó al de la industria Hospitality 19.9%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (80.94%) de EXPE es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/24 00:40
Precio de las acciones al final del día2026/06/24 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Expedia Group, Inc. está cubierta por 57 analistas. 35 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
Michael BellisarioBaird
Douglas AnmuthBarclays