Expedia Group, Inc. (EXPE) delivered second-quarter 2024 adjusted earnings of $3.51 per share, which rose 21% year over year. The figure surpassed the Zacks Consensus Estimate by 10.7%.Revenues of $3.56 billion rose 6% year over year. The figure surpassed the Zacks Consensus Estimate by 0.6%.Year-over-year revenue growth was driven by solid momentum across B2B, Brand Expedia and Advertising. Strength in lodging offerings and growing momentum across non-U.S. regions contributed well.Growing gross bookings, o ...

Shares of Expedia Group Inc EXPE skyrocketed in early trading on Friday, after the company reported upbeat second-quarter earnings.The results came amid an exciting earnings season. Here are some key analyst takeaways.Goldman Sachs On Expedia GroupAnalyst Eric Sheridan maintained a Buy rating, while raising the price target from $182 to $200.Expedia reported "solid" second-quarter results, with higher-than-expected gross bookings that were "driven more by room nights than ADRs," Sheridan said in a note. The ...

Key TakeawaysExpedia Group shares traded sharply higher ahead of Friday’s opening bell after the online travel company's earnings topped estimates amid robust demand in international markets. An earnings-driven rally sets the stock up to potentially form a double bottom given the close proximity of the May and August lows. Amid a move higher, investors should watch key price levels in Expedia shares at $130, $140, and $155. Expedia Group (EXPE) shares surged ahead of Friday’s opening bell after the online t ...

For Expedia Group CEO Ariane Gorin, there was a clear highlight for the company during the second quarter: Brand Expedia saw room night growth rise to nearly 20%.“Brand Expedia has been a great highlight for us,” Gorin told analysts and investors during the company’s second-quarter earnings call on Thursday (Aug. 8). “It gives me confidence because it was the least disrupted of all of our brands. We’ve built up the brand value there. The value prop on Brand Expedia is really strong for travelers. We feel go ...

Expedia (EXPE) came out with quarterly earnings of $3.51 per share, beating the Zacks Consensus Estimate of $3.17 per share. This compares to earnings of $2.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.73%. A quarter ago, it was expected that this online travel company would post a loss of $0.37 per share when it actually produced earnings of $0.21, delivering a surprise of 156.76%.Over the last four quarters, the com ...

财务状况 - 2024年6月30日现金及现金等价物余额为62.42亿美元，较2023年12月31日增加48.1%[16] - 2024年6月30日应收账款净额为41.27亿美元，较2023年12月31日增加48.1%[16] - 2024年6月30日预付商户款为120.83亿美元，较2023年12月31日增加56.4%[16] - 2024年6月30日总资产为258.93亿美元，较2023年12月31日增加19%[16] - 2024年6月30日总负债为237.67亿美元，较2023年12月31日增加51%[16] - 2024年6月30日股东权益为21.26亿美元，较2023年12月31日下降24%[16] - 截至2024年6月30日，公司现金及受限现金和现金等价物余额为83.62亿美元[31] - 2024年上半年经营活动产生的现金流量净额为43.80亿美元[31] - 2024年上半年资本支出(包括内部使用软件和网站开发)为3.71亿美元[31] - 2024年上半年购买库存股支出为11.72亿美元[31] - 2024年上半年行使股权激励和员工股票购买计划所得款项为4800万美元[31] 收入和利润 - 2024年第二季度收入为35.58亿美元，同比增长6.0%[11] - 2024年上半年收入为64.47亿美元，同比增长7.1%[11] - 2024年第二季度净利润为3.75亿美元，同比下降3.1%[11] - 2024年上半年净利润为2.39亿美元，同比下降3.2%[11] - 2024年上半年净利润为2.51亿美元[58] - 2024年第二季度净利润为3.86亿美元[58] 业务概况 - 公司提供多元化的旅游产品和服务，包括品牌Expedia、Hotels.com、Vrbo等[34] - 公司提供多种媒体和广告服务给旅游和非旅游广告主[34] - 公司在美国和海外为休闲和企业旅客提供旅游产品和服务[34] - 公司拥有多个相关的国际销售点[34] 会计政策 - 公司采用权益法或以公允价值计量对无控制权但可施加重大影响的投资[1] - 公司编制的中期未经审计合并财务报表符合美国公认会计准则[1] - 公司使用估计和假设编制中期未经审计合并财务报表[2] - 公司的估计和假设影响资产负债表日的已报告金额和净收益[2] - 公司的主要估计包括收入确认、资产可收回性、所得税和交易税、或有负债、积分奖励、股份支付等[2] - 公司对上一期财务报表进行了重分类以符合当期列报[3] 股本情况 - 2024年6月30日,公司普通股股数为28,486.11万股,B类普通股股数为1,279.99万股[26] - 2024年6月30日,公司累计其他综合收益为-2.23亿美元[26] - 2023年10月,董事会执行委员会授权了一项最高50亿美元的股票回购计划,截至2024年6月30日,公司已在公开市场回购810万股,总成本约11亿美元,剩余38亿美元可用于回购[157]

财务业绩 - 总体业绩达到预期,总预订额和收入同比增长6%[3] - 总预订量为288.37亿美元,同比增长6%[4] - 总收入为35.58亿美元,同比增长6%[4] - 净利润为3.86亿美元,调整后净利润为4.69亿美元,同比增长10%[4] - 经营活动产生的现金流为15.01亿美元,自由现金流为13.07亿美元,同比分别增长31%和42%[4] - 营收为64.47亿美元，同比增长7.1%[19] - 净利润为2.51亿美元，同比增长4.6%[19] - 现金及现金等价物为62.42亿美元，较上年同期增加3.32%[24] - 账面应付账款为23.67亿美元，较上年同期增加24.3%[25] - 预付商户订单为120.83亿美元，较上年同期增加4.8%[25] - 资本开支为3.71亿美元，同比减少18.9%[27] - 股票回购支出为11.72亿美元，同比增加10.4%[27] - 经营活动产生的现金流量净额为43.80亿美元，同比增加1.8%[27] 业务表现 - 酒店预订量增长10%,其中品牌Expedia增长近20%,为2023年第一季度以来最快增长[4] - B2B收入增长22%至10亿美元[4] - 入住房晚数同比增长7.1%，机票预订量同比增长5.2%[28,29] - 公司在B2C和B2B两大业务板块均保持良好增长[31,32] 非GAAP财务指标 - 公司报告了经调整EBITDA、经调整EBIT、经调整净收益和自由现金流等非GAAP财务指标[35][36][39][42] - 经调整EBITDA和经调整EBIT指标剔除了非现金性质的股份支付费用、收购相关影响等项目[35][36] - 经调整净收益指标剔除了股份支付费用、收购相关影响、汇兑损益等项目[39] - 自由现金流指标反映了公司经营活动产生的现金流扣除资本支出[42] 分部业绩 - 公司还报告了不包含trivago业务的财务数据[44] - 公司披露了各业务分部的经调整EBITDA数据[45][46][49] 未来展望 - 7月开始出现宏观环境更加严峻和旅游需求下降的情况,因此调整了全年预期[3] - 公司2024年第二季度净收入为3.86亿美元，同比增长0.3%[50] - 公司2024年上半年净收入为2.51亿美元，同比增长4.6%[50] - 公司2024年第二季度调整后EBIT为4.75亿美元，同比增长7.5%[50] - 公司2024年上半年调整后EBIT为4.16亿美元，同比增长25.3%[50] - 公司2024年第二季度调整后EBITDA为7.86亿美元，同比增长5.2%[50] - 公司2024年上半年调整后EBITDA为10.41亿美元，同比增长11.7%[50] - 公司2024年第二季度调整后每股收益为3.51美元，同比增长21.5%[55][56] - 公司2024年上半年调整后每股收益为3.66美元，同比增长38.6%[55][56] - 公司2024年第二季度自由现金流为13.07亿美元，同比增长41.6%[58] - 公司2024年上半年自由现金流为40.09亿美元，同比增长4.2%[58] 成本分析 - 公司总体调整后开支为6.06亿美元[60] - 调整后的成本收入比为3.54亿美元，较上年同期下降11.3%[59] - 调整后的直接销售和营销开支为17.39亿美元，较上年同期增长13.1%[59] - 调整后的间接销售和营销开支为1.72亿美元，较上年同期增长1.8%[59] - 调整后的技术和内容开支为2.79亿美元，较上年同期下降5.7%[59] - 调整后的一般及行政开支为1.32亿美元，较上年同期下降5.8%[59]

Expedia Group, Inc. (EXPE) is scheduled to report its second-quarter 2024 results on Aug 8.For the to-be-reported quarter, the Zacks Consensus Estimate for revenues is pegged at $3.54 billion, suggesting growth of 5.4% from the year-ago quarter’s reported figure.The consensus mark for earnings is pegged at $3.17 per share, suggesting growth of 9.7% from the figure reported in the year-ago quarter.We note that EXPE’s bottom line surpassed the Zacks Consensus Estimate in all the trailing four quarters, the su ...

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Investors with an interest in Internet - Commerce stocks have likely encountered both Expedia (EXPE) and Chewy (CHWY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate rev ...