Stronger Q2 Results and Major Buyback Could Be a Game Changer for Trip.com Group (TCOM)

• On August 27, 2025, Trip.com Group reported second-quarter revenue of CNY 14,843 million and completed a buyback of 7,000,000 shares worth US$400 million.
• This combination of stronger earnings and the conclusion of a significant share repurchase highlights management’s confidence and effective capital allocation strategy.
• Given this, we will examine how Trip.com Group’s completed buyback and rising profits shape its longer-term investment outlook.

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Trip.com Group Investment Narrative Recap

To be a Trip.com Group shareholder, one must believe in the resilience of global travel demand and the company’s execution on technology-driven customer experiences and international market expansion. The recent combination of rising second-quarter earnings and a completed US$400 million share buyback underscores management’s commitment to capital returns but does not materially change the main short-term driver: capturing travel market share amid a competitive, quickly evolving sector. The biggest risk remains any disruption to travel flows from macroeconomic or geopolitical events around Asia.

Of Trip.com’s latest announcements, the finalized 7,000,000 share buyback is most relevant, as it reflects confidence in underlying financial strength and a focus on enhancing shareholder value. This action complements recent dividend payments and aligns with ongoing efforts to grow earnings, but investors should keep an eye on risks that could affect travel sector recovery momentum.

However, what could change this outlook is a sudden shift in macroeconomic stability in core markets, an area investors should be aware of as…

Read the full narrative on Trip.com Group (it's free!)

Trip.com Group's projections anticipate CN¥80.7 billion in revenue and CN¥22.1 billion in earnings by 2028. This is based on an annual revenue growth rate of 13.5% and an earnings increase of CN¥5.1 billion from current earnings of CN¥17.0 billion.

Uncover how Trip.com Group's forecasts yield a $76.92 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Retail investors in the Simply Wall St Community assessed Trip.com Group’s fair value from CNY 76.92 to CNY 126.12, based on two analyses. As investors weigh this wide spectrum, the potential for further travel industry recovery remains a key theme worth exploring from multiple angles.

Explore 2 other fair value estimates on Trip.com Group - why the stock might be worth just $76.92!

Build Your Own Trip.com Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Trip.com Group research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Trip.com Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Trip.com Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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