"Booking Holdings ( NASDAQ: BKNG) posted Q4 2025 results yesterday evening, reporting $6.35 billion in revenue, up 16% year-over-year. This morning, shares opened sharply lower at $3,908.51, down 8.8% from the $4,285 close on the day of the filing. The stock is now down 27% year-to-date, extending a selloff that began well before earnings. The numbers themselves were strong. Adjusted EPS of $48.80 beat the $48.50 consensus tracked by prediction markets, and free cash flow surged 120% to $1.42 billion."
"Adjusted EBITDA margin expanded to 34.6% from 33.8% a year earlier, driven by $550 million in annual savings from the company's transformation program. For Q1 2026, management guided to 5% to 7% room night growth and 7% to 9% constant-currency revenue growth. That represents a deceleration from the 11% constant-currency revenue growth posted in Q4. The company also announced a 25-to-1 stock split effective April 2, 2026, and raised its quarterly dividend to $10.50 per share, up 9.4%."
Booking reported Q4 2025 revenue of $6.35 billion, up 16% year-over-year, adjusted EPS of $48.80, and free cash flow of $1.42 billion, up 120%. Room nights grew 9%, the fourth consecutive quarter of acceleration, and adjusted EBITDA margin rose to 34.6% driven by $550 million in annual transformation savings. Shares opened sharply lower after the release and are down 27% year-to-date. Management guided Q1 2026 room night growth of 5–7% and constant-currency revenue growth of 7–9%, and forecast high single-digit full-year revenue growth with mid-teens adjusted EPS growth. The company announced a 25-for-1 split, a higher quarterly dividend of $10.50, and $2.1 billion in Q4 buybacks.
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