Expedia Group, Inc.
Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up$294.74+0.6%YTD+3.5%1Y+63.5%
Mentions · last 7 days
92
Price updated 5h ago·X counts updated 3h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $EXPE, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Travel Services sits in its cycle right now — and what that implies for $EXPE.
Travel Services
No material change from last week — NCLH and Viking benefit from persistent experiential travel demand, premium pricing on onboard revenue, and 2027 itinerary pre-booking strength.
Industry benchmark
7-name peer basket
-5.7%YTD
-3.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
24.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
28.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
16.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
14.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
148%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
90.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
8.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$1.96$1.41+39.0%
Q4 2025Feb 12, 2026$3.78$3.35+12.8%
Q3 2025Nov 6, 2025$7.57$6.97+8.6%
Q2 2025Aug 7, 2025$4.24$3.97+6.8%
Next earningsWed, Aug 5·consensus EPS $5.21
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.4B+14.7%89.0%7.1%$-0.05$3.7B
Q4 FY25$3.5B+11.4%90.2%15.4%$1.67$119.0M
Q3 FY25$4.4B+8.7%91.5%25.6%$7.76$-101.0M
Q2 FY25$3.8B+6.4%90.0%14.0%$2.61$921.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$16.0B$15.9B – $16.2B$19.91$17.21 – $20.7927
FY27$17.2B$16.9B – $17.6B$23.06$19.72 – $24.7727
FY28$18.5B$17.6B – $20.1B$27.33$21.55 – $30.2519
FY29$19.7B$19.3B – $20.6B$30.98$30.03 – $32.8110
FY30$20.5B$20.0B – $21.4B$34.17$33.11 – $36.1816
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 113.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
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