Expedia stock returned 26.4% over the past year while Booking lost 25.9%, as Expedia's B2B partner business drove its second-quarter revenue growth and Booking relies on travelers who visit Booking.com directly. In its August 5 report, Expedia raised its 2026 revenue forecast to $16.1 billion at the midpoint from $15.8 billion and lifted its gross bookings forecast to $130 billion from $128 billion. Booking lowered its gross bookings outlook, mainly due to slower growth in flight tickets, even though its second-quarter revenue rose 8.1%. At the end of June, Expedia's cash and short-term investments exceeded its debt by $1.44 billion, while Booking's debt was $3.48 billion higher than its cash. Over the twelve months to June, Booking kept 34.5% of revenue as operating profit against 17.4% for Expedia, yet the two trade at similar earnings multiples of 16.0 and 16.7 times.
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