Booking Holdings 過去の業績
過去 基準チェック /56
Booking Holdingsは31.1%の年平均成長率で業績を伸ばしているが、Hospitality業界はgrowingで24.6%毎年増加している。売上は成長しており、年平均19.7%の割合である。
主要情報
31.11%
収益成長率
35.21%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 19.67% |
| 株主資本利益率 | n/a |
| ネット・マージン | 25.53% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Sep 11
Expedia Vs. Booking: Choosing The Better Travel Stock
Summary Expedia Group, Inc. and Booking Holdings Inc. are high-moat, asset-light, global travel leaders offering inflation protection and robust cash flows. EXPE currently offers a more attractive valuation, with an 11.8% free cash flow yield and a forward P/E under 10, compared to BKNG's 6.6% yield. Both companies reported strong Q2 results, with efficiency improvements and raised guidance, but EXPE's balance sheet carries higher net debt/EBITDA. I recommend a Buy on both EXPE and BKNG, favoring a 60/40 EXPE/BKNG split for diversification, while monitoring geopolitical and AI-related risks. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 11
Booking Fooled My Spreadsheet Twice.The Second Mistake Made Me Want More Shares.
Last time I accidentally invented about $130 a share of value by mistaking customer float for durable cash generation. This time Booking fell on three-year-old news, I reopened the case—and discovered my model was wrong in exactly the opposite direction.新しいナラティブ • Sep 03
The Float Illusion: How Booking Holdings Almost Talked Me Into a $130-a-Share Mistake
For one afternoon, my model told me Booking Holdings was worth $432 a share. The math was clean.分析記事 • Aug 06
Earnings Beat: Booking Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Booking Holdings Inc. ( NASDAQ:BKNG ) just released its quarterly report and things are looking bullish. The company...分析記事 • Jun 21
Booking Holdings (BKNG) Stock Could Be 96.9% Below Fair Value After Upgrades And Ad Deal
Renewed attention on Booking Holdings (BKNG) has been sparked by recent analyst upgrades and its new partnership with The Trade Desk, which aims to use travel data to support more targeted advertising across Booking’s platforms. See our latest analysis for Booking Holdings. At a share price of $171.78, Booking Holdings has seen a 7 day share price return of 4.15% and a 30 day share price return of 6.66%. However, the year to date share price return has declined 19.32%, while the 3 year total...
ナラティブ更新 • Jun 12
BKNG: AI Travel Platform And Stock Split Will Drive Future Repricing
Analysts have modestly adjusted the Booking Holdings price target around recent stock split updates, with mixed increases and reductions across firms. The fair value estimate remains stable at about $224.41 as slight changes in the discount rate, revenue growth, profit margin, and future P/E assumptions are incorporated.ナラティブ更新 • May 29
BKNG: AI Disruption Fears Will Fade After ChatGPT Checkout Pivot
Booking Holdings' updated analyst price target edges slightly lower by about $0.25 to roughly $224, as analysts factor in modestly softer assumptions for revenue growth and profit margins. This is partly offset by a higher future P/E and mixed recent target resets across the Street following the stock split and shifting views on AI related disruption risks.ナラティブ更新 • May 04
BKNG: AI Disruption Fears Will Ease As Stock Split Approaches
Booking Holdings' updated analyst price target has moved modestly lower, with the fair value estimate shifting from about $232.62 to $224.66 as analysts factor in slightly softer revenue growth assumptions, a marginally higher discount rate, and a lower future P/E multiple, even as projected profit margins hold steady to slightly higher. Analyst Commentary Recent research on Booking Holdings shows a mix of optimism around execution and profit resilience, alongside caution tied to valuation assumptions, AI related uncertainty, and the impact of the share split on published targets.ナラティブ更新 • Apr 20
BKNG: AI Disruption Fears Will Ease As Stock Split Catalysts Build
Analysts have adjusted the Booking Holdings fair value estimate to $232.62 per share. This reflects updated assumptions around slightly higher revenue growth, a modestly lower profit margin outlook, and a marginally higher forward P/E multiple following recent price target changes tied to Q4 results, AI related concerns, and the impact of the announced stock split.ナラティブ更新 • Apr 05
BKNG: AI Disruption Fears Should Ease As Agentic Tools Mature
Analysts have trimmed Booking Holdings' blended fair value estimate marginally to about $5,800 per share. This reflects a slightly higher discount rate and modest tweaks to revenue growth, profit margin, and forward P/E assumptions as they weigh strong Q4 execution against mixed price target revisions and ongoing AI related debate around the OTA model.ナラティブ更新 • Mar 22
BKNG: AI Disruption Fears Easing Should Support Future Cash Generation
The analyst price target for Booking Holdings edges slightly lower in this update, with a modest trim in fair value to $5,802 per share, as analysts balance solid Q4 execution and resilient profitability against mixed target revisions across the Street and ongoing debate around AI driven disruption and opportunity for online travel agencies. Analyst Commentary Street research around Booking Holdings is split between confidence in execution and concern about how AI and new shopping models could affect long term profitability and valuation multiples.ナラティブ更新 • Mar 07
BKNG: AI Relief And Solid Travel Demand Will Support Future Cash Generation
Our updated analyst price target for Booking Holdings edges slightly lower to $5,816 from $5,874 as analysts factor in a modestly lower fair value and P/E, alongside slightly higher revenue growth and profit margin expectations. This outlook is supported by research that highlights resilient OTA fundamentals and easing AI disintermediation concerns following the reported ChatGPT checkout pivot.ナラティブ更新 • Feb 21
BKNG: AI Execution And Solid Travel Demand Will Support Future Cash Generation
Narrative Update The updated analyst price target for Booking Holdings reflects a modest recalibration lower in fair value to about $5,874, as analysts weigh solid Q4 execution and continued investment, including in AI initiatives, against slightly lower margin assumptions and a reduced future P/E multiple. Analyst Commentary Recent research views on Booking Holdings cluster around strong Q4 execution and continued investment, with price targets shifting both higher and lower as analysts reassess margins, AI spend, and sector multiples.ナラティブ更新 • Feb 06
BKNG: AI Partnerships And Solid Travel Demand Will Support Future Cash Generation
Analysts have lowered their fair value estimate for Booking Holdings by about US$18 to roughly US$6,209, as they balance slightly higher revenue growth and profit margin assumptions with a modestly higher discount rate and a small trim to the future P/E multiple, reflecting mixed recent changes in Street price targets and views on AI related risks and travel demand. Analyst Commentary Recent Street research on Booking Holdings reflects a split view, with some analysts more upbeat on execution and long term positioning, while others focus on valuation, AI risk, and travel demand uncertainty.ナラティブ更新 • Jan 23
BKNG: AI Partnerships And Travel Demand Will Support Future Margin Resilience
Analysts have inched their fair value estimate for Booking Holdings higher to US$6,226.70 from US$6,212.92, pointing to slightly stronger long term revenue growth and profit margin assumptions, a modestly lower discount rate, and a small adjustment to future P/E expectations in light of recent price target increases across the Street. Analyst Commentary Recent Street research on Booking Holdings clusters around a constructive travel backdrop, AI related risks, and where the stock sits versus long term expectations.ナラティブ更新 • Jan 09
BKNG: AI Partnerships And Travel Demand Will Support Future Earnings Resilience
Analysts made a modest upward revision to their fair value estimate for Booking Holdings to about US$6,213, reflecting slightly higher assumed revenue growth and P/E, partially offset by a marginally lower profit margin outlook and discount rate, consistent with recent price target increases and supportive views on travel demand and AI execution. Analyst Commentary Recent research on Booking Holdings points to a generally constructive tone, with several firms raising price targets and highlighting the company’s positioning in online travel and AI.ナラティブ更新 • Dec 25
BKNG: Durable AI Partnerships Will Support Future Travel Demand Resilience
Analysts have modestly raised their price target for Booking Holdings to $6,100 from $6,000, citing the companys resilient global travel demand, strong execution, and relative insulation from perceived AI driven disruption in online travel. Analyst Commentary Recent Street research on Booking Holdings reflects a broadly constructive stance, with the modest price target increase to $6,100 supported by multiple positive datapoints and a narrower set of emerging concerns around growth durability and competitive dynamics.ナラティブ更新 • Dec 11
BKNG: Durable Travel Demand And AI Partnerships Will Support Continued Outperformance
Analysts have nudged their blended fair value estimate for Booking Holdings slightly higher to about $6,208 from roughly $6,207 per share, citing resilient global travel demand, underappreciated AI disruption risk given Booking's scale and partnerships, and a series of upward price target revisions and Outperform initiations across the Street. Analyst Commentary Street views on Booking Holdings remain broadly constructive, with most recent research highlighting durable fundamentals and a growing recognition that near term AI related fears may be overdone.ナラティブ更新 • Nov 27
BKNG: Strong Q3 Results And AI Resilience Will Support Outperformance
Analysts have slightly reduced their price target for Booking Holdings by $2.90 to $6,207. They cite ongoing strong travel demand and resilient business fundamentals, while noting a cautious market reaction to new AI-driven competition risks.ナラティブ更新 • Nov 13
BKNG: Strong Q3 Performance And AI Momentum Will Drive Further Upside
The analyst price target for Booking Holdings has increased by $69.84 to $6,210. Analysts cite strong Q3 performance, healthy future guidance, and continued cost efficiencies as supporting factors for the upward revision.ナラティブ更新 • Oct 29
AI Progress And Cost Efficiency Will Drive Outperformance Amid Sector Tailwinds
Booking Holdings' analyst price target has increased by $40 to $6,140. Analysts point to strong quarterly results and confident guidance, supported by ongoing cost optimization and growth initiatives.ナラティブ更新 • Sep 04
AI Integration And Global Partnerships Will Transform Travel Experiences
Despite persistent bullish sentiment driven by resilient leisure travel demand, accelerating reservation data, and valuation discounts versus peers, recent analyst caution over softer Q3 guidance has resulted in no net change to Booking Holdings' consensus analyst price target, which remains at $6,100. Analyst Commentary Bullish analysts continue to raise price targets based on reduced macro risks, a resilient leisure travel backdrop, and incrementally positive trends in Booking’s Asia exposure.Seeking Alpha • Apr 15
Booking Holdings: Still Flying First Class (Rating Downgrade)
Summary As a top pick in August 2024, Booking Holdings Inc. outperformed the S&P 500 by 34%. Booking is successfully executing on becoming a travel one-stop-shop, with flight bookings surging and increased growth momentum in its most recent quarter. Booking's reliance on the U.S. market is manageable, putting travel boycotts into an alleviating perspective. I maintain a long-term bullish stance on BKNG stock, but shifted to a temporary Hold, recognizing potential geopolitical risks. I often rate hold/neutral, even when my inclination is bullish or bearish. Rating systems don't consider time horizons or investment strategies. My articles aim to inform, not to make decisions. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Booking Holdings: Back To Low Valuation Levels Despite Stronger Outlook
Summary Booking Holdings' stock is attractive due to its dominant market position, strong financial performance, and fair valuation. The company exceeded Q4 expectations with $5.5 billion revenue and 17% gross bookings growth, showcasing its resilience and profitability. Booking continues to outperform competitors Airbnb and Expedia in key metrics, outgrowing them despite being much larger. Despite economic uncertainty and fears of AI disruption, Booking's consistent growth and market leadership make it a compelling 'Buy'. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Booking Appears To Be Eating Airbnb's Lunch In Alternate Accommodations
Summary Booking is the market leader in the online travel agency segment and is gaining market share in the fast-growing alternative accommodations sector from Airbnb. Despite similar free cash flow yields to Airbnb, Booking's diversified portfolio and higher take rate make it a compelling long-term investment. Regulatory risks and geopolitical tensions pose challenges, but Booking's traditional accommodations could benefit from restrictions on short-term rentals. I plan to hold and potentially add to my Booking shares during market pullbacks, given its strong growth and market position. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Booking Holdings: Further Valuation Upside From Cost-Cutting And Strategic Expansion Initiatives
Summary Booking Holdings reported strong Q3 2024 results, with $7.99 billion in revenue, an 8.9% y/y growth, and significant gains in room nights and flight bookings. Despite slight margin deterioration due to higher SG&A and financial expenses, adjusted EBITDA exceeded guidance by 9%, showcasing operational resilience. Apart from industry tailwinds, BKNG's strategic initiatives in alternative accommodations and connected trips will continue to drive growth. It's cost-savings program will also result in annual savings of $450 million. Valuation analysis suggests that BKNG is still undervalued, with a potential upside of close to 29.98%. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
Booking Holdings: An Underappreciated Dividend Growth Company
Summary Booking Holdings' robust free cash flow and aggressive share buyback program make it a top pick for dividend growth, with potential annual increases of 12%. As the largest online travel agency, Booking Holdings benefits from high margins and a capex-light model, driving significant free cash flow. Risks include reliance on the travel industry, potential competition from Google, and regulatory challenges, particularly in the EU. Despite these risks, Booking Holdings' financial strength and efficient capital return strategies make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Booking Holdings: Market Share Gains And Margin Expansion At A Reasonable Price
Summary Booking Holdings is trading around all-time highs following another quarter of market share gains and strong margin expansion. BKNG announced plans to reduce its workforce, further cementing the new CFO's ambition in driving operational leverage. Travel is a surprisingly resilient industry, and Booking is best positioned to capitalize on the industry's consistent above-market growth. With a mid-teens growth outlook, Booking remains attractively valued even at the high end of its historical valuation range. Read the full article on Seeking AlphaSeeking Alpha • Oct 09
Booking Holdings' 'Genius' Keeps The Growth Story Alive
Summary Travel demand remains strong, with Booking Holdings expected to continue benefiting from its Genius product, driving robust cash flows and operating margins. Despite some softness in Q2, Booking Holdings' loyal Genius customers sustain spending, supporting single-digit growth and margin expansion. Management's positive outlook includes 8-9% sales growth through 2026, with a target price of ~$4757 based on a forward earnings multiple of ~24x. Global economic slowdowns pose risks, but current indicators do not show signs of structural weakness affecting Booking Holdings' growth outlook. Read the full article on Seeking Alpha収支内訳
収支内訳
Booking Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 28,241 | 7,209 | 14,176 | 0 |
| 31 Mar 26 | 27,687 | 6,154 | 13,839 | 0 |
| 31 Dec 25 | 26,917 | 5,404 | 13,359 | 0 |
| 30 Sep 25 | 26,039 | 5,044 | 13,198 | 0 |
| 30 Jun 25 | 25,025 | 4,813 | 12,430 | 0 |
| 31 Mar 25 | 24,086 | 5,439 | 12,028 | 0 |
| 31 Dec 24 | 23,739 | 5,882 | 11,868 | 0 |
| 30 Sep 24 | 23,052 | 5,036 | 12,118 | 0 |
| 30 Jun 24 | 22,399 | 5,030 | 12,012 | 0 |
| 31 Mar 24 | 22,002 | 4,799 | 11,812 | 0 |
| 31 Dec 23 | 21,365 | 4,289 | 11,642 | 0 |
| 30 Sep 23 | 20,630 | 5,302 | 10,882 | 0 |
| 30 Jun 23 | 19,341 | 4,457 | 10,287 | 0 |
| 31 Mar 23 | 18,173 | 4,024 | 9,979 | 0 |
| 31 Dec 22 | 17,090 | 3,058 | 9,271 | 0 |
| 30 Sep 22 | 16,022 | 2,441 | 8,596 | 0 |
| 30 Jun 22 | 14,646 | 1,544 | 7,838 | 0 |
| 31 Mar 22 | 12,512 | 520 | 6,713 | 0 |
| 31 Dec 21 | 10,958 | 1,165 | 5,714 | 0 |
| 30 Sep 21 | 9,215 | 382 | 4,880 | 0 |
| 30 Jun 21 | 7,179 | 414 | 3,991 | 0 |
| 31 Mar 21 | 5,649 | 703 | 3,086 | 0 |
| 31 Dec 20 | 6,796 | 59 | 3,814 | 0 |
| 30 Sep 20 | 8,897 | 1,395 | 4,590 | 0 |
| 30 Jun 20 | 11,297 | 2,544 | 5,498 | 0 |
| 31 Mar 20 | 14,517 | 3,401 | 6,847 | 0 |
| 31 Dec 19 | 15,066 | 4,865 | 7,004 | 0 |
| 30 Sep 19 | 14,940 | 4,340 | 9,035 | 0 |
| 30 Jun 19 | 14,749 | 4,157 | 9,006 | 0 |
| 31 Mar 19 | 14,436 | 4,156 | 8,828 | 0 |
| 31 Dec 18 | 14,527 | 3,998 | 6,718 | 0 |
| 30 Sep 18 | 14,117 | 2,797 | 6,888 | 0 |
| 30 Jun 18 | 13,702 | 2,750 | 7,112 | 0 |
| 31 Mar 18 | 13,190 | 2,492 | 7,403 | 0 |
| 31 Dec 17 | 12,681 | 2,341 | 7,533 | 0 |
| 30 Sep 17 | 12,226 | 3,570 | 7,265 | 0 |
| 30 Jun 17 | 11,483 | 2,356 | 6,820 | 0 |
| 31 Mar 17 | 11,014 | 2,216 | 6,461 | 0 |
| 31 Dec 16 | 10,743 | 2,135 | 6,172 | 0 |
| 30 Sep 16 | 10,395 | 1,965 | 5,903 | 0 |
| 30 Jun 16 | 9,807 | 2,656 | 5,549 | 0 |
| 31 Mar 16 | 9,531 | 2,592 | 5,276 | 0 |
| 31 Dec 15 | 9,224 | 2,551 | 5,053 | 0 |
| 30 Sep 15 | 9,064 | 2,499 | 4,919 | 0 |
質の高い収益: BKNGは 高品質の収益 を持っています。
利益率の向上: BKNGの現在の純利益率 (25.5%)は、昨年(19.2%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BKNGの収益は過去 5 年間で年間31.1%増加しました。
成長の加速: BKNGの過去 1 年間の収益成長率 ( 49.8% ) は、5 年間の平均 ( 年間31.1%を上回っています。
収益対業界: BKNGの過去 1 年間の収益成長率 ( 49.8% ) はHospitality業界21.5%を上回りました。
株主資本利益率
高いROE: BKNGの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/13 08:20 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Booking Holdings Inc. 37 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。60
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Michael Bellisario | Baird |
| Trevor Young | Barclays |