Expedia第三季度总预订额340亿美元增11%：营收49.4亿美元，上调全年指引
Seattle——总部位于华盛顿州 Seattle 的在线旅游集团 Expedia Group（纳斯达克：EXPE）11月4日公布2026年第三季度业绩：当季总预订额340.08亿美元，同比增长11%，超出公司指引；预订间夜1.157亿间夜，增长7%；住宿预订额增长10%。
当季营收49.38亿美元，同比增长12%，由企业对企业（B2B）业务带动——B2B 预订额111.46亿美元、增长19%，B2B 营收17.08亿美元、增长23%；消费者（B2C）预订额228.62亿美元、增长7%，B2C 营收30.65亿美元、增长6%。
盈利方面，当季营业利润13.26亿美元，同比增长28%；归属公司净利10.30亿美元，增长7%；摊薄每股收益8.42美元，增长15%；调整后每股收益9.39美元，增长24%；调整后 EBITDA 16.89亿美元，增长17%，利润率34.2%，同比扩大135个基点。第三季度，公司以5.76亿美元回购约200万股股票，并于9月17日派付每股0.48美元季度股息。
首席执行官 Ariane Gorin 表示，公司当季业绩超出指引上限，反映出旅游需求坚韧与执行有力；公司持续通过更个性化、更有回报的产品体验提升旅行者价值，完善平台供给，并推进为 B2B 伙伴打造一站式旅游平台的战略。
指引方面，公司上调2026年全年预期：总预订额由1,295亿至1,308亿美元上调至1,314亿至1,319亿美元（约增长10%），营收由160.5亿至162.2亿美元上调至163.7亿至164.3亿美元（增长11%至12%），调整后 EBITDA 利润率扩张幅度由1.5至1.75个百分点上调至1.8至2.0个百分点。第四季度预计总预订额279亿至284亿美元（增长3.3%至5.2%）、营收36.9亿至37.5亿美元、调整后 EBITDA 8.3亿至8.8亿美元。
股息方面，公司执行委员会于11月4日宣派每股0.48美元季度现金股息，12月10日派付、11月18日登记。Expedia Group 旗下拥有 Expedia、Hotels.com 与 Vrbo 三大消费者品牌，以及面向企业的 B2B 旅游业务与广告网络，业务覆盖70多个国家和地区。（来源：Expedia Group）
Expedia Third-Quarter Gross Bookings Rise 11% to $34 Billion: Revenue Up 12% as Full-Year Guidance Is Raised
Seattle — Expedia Group, Inc. (Nasdaq: EXPE), the Seattle, Washington-based online travel group, on November 4 reported third-quarter 2026 results: gross bookings rose 11% year over year to $34.008 billion, exceeding guidance, while booked room nights grew 7% to 115.7 million and lodging gross bookings grew 10%.
Revenue rose 12% to $4.938 billion, driven by the business-to-business segment, where gross bookings grew 19% to $11.146 billion and revenue grew 23% to $1.708 billion. Consumer gross bookings grew 7% to $22.862 billion and consumer revenue grew 6% to $3.065 billion.
Operating income rose 28% to $1.326 billion; net income attributable to Expedia Group rose 7% to $1.030 billion; diluted earnings per share rose 15% to $8.42; adjusted EPS rose 24% to $9.39; and adjusted EBITDA rose 17% to $1.689 billion, with the margin expanding 135 basis points to 34.2%. During the quarter the company repurchased about 2 million shares for $576 million and paid a quarterly dividend of $0.48 per share on September 17.
Chief Executive Officer Ariane Gorin said the company exceeded the high end of its guidance in the quarter, reflecting resilient travel demand and strong execution, and that it continues to deliver traveler value through more personalized and rewarding product experiences while advancing its strategy to build the one-stop travel platform for B2B partners.
Expedia raised its full-year 2026 guidance: gross bookings to $131.4–$131.9 billion (about 10% growth) from $129.5–$130.8 billion, revenue to $16.37–$16.43 billion (up 11–12%) from $16.05–$16.22 billion, and adjusted EBITDA margin expansion to 1.8–2.0 points from 1.5–1.75 points. For the fourth quarter it expects gross bookings of $27.9–$28.4 billion (up 3.3–5.2%), revenue of $3.69–$3.75 billion and adjusted EBITDA of $830–$880 million.
The company's Executive Committee on November 4 declared a quarterly cash dividend of $0.48 per share, payable December 10, 2026 to stockholders of record on November 18. Expedia Group's ecosystem includes the Expedia, Hotels.com and Vrbo consumer brands, its B2B travel business and an advertising network, serving travelers in more than 70 countries. (Source: Expedia Group)
来源：Expedia Group
发布：GSM·美国（发布链接）
图片来源：图：Expedia Group 总部所在地 Seattle 的 Elliott Bay 海湾与市中心天际线。Joe Mabel 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: Elliott Bay and the downtown skyline of Seattle, home of Expedia Group. By Joe Mabel, CC BY 4.0, via Wikimedia Commons.
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