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Booking Holdings (BKNG) reported $4.76 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.9%. EPS of $24.81 for the same period compares to $20.39 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.6 billion, representing a surprise of +3.58%. The company delivered an EPS surprise of +43.83%, with the consensus EPS estimate being $17.25.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Booking Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Gross Bookings - Total: $46.70 billion versus $46.40 billion estimated by eight analysts on average.
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Gross Bookings - Agency: $15.50 billion versus the seven-analyst average estimate of $16.38 billion.
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Gross Bookings - Merchant: $31.20 billion versus $30 billion estimated by seven analysts on average.
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Units Sold - Room Nights: 319 million versus 317.86 million estimated by six analysts on average.
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Units Sold - Airline Tickets: 16 million versus the four-analyst average estimate of 13.23 million.
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Units Sold - Rental Car Days: 22 million compared to the 22.89 million average estimate based on four analysts.
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Revenues- Agency: $1.56 billion compared to the $1.59 billion average estimate based on eight analysts. The reported number represents a change of -11.3% year over year.
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Revenues- Advertising and Other Revenues: $280 million compared to the $275.31 million average estimate based on eight analysts. The reported number represents a change of +6.1% year over year.
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Revenues- Merchant: $2.92 billion versus the eight-analyst average estimate of $2.72 billion. The reported number represents a year-over-year change of +22.2%.
View all Key Company Metrics for Booking Holdings here>>>
Shares of Booking Holdings have returned +6.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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