Booking Forecasts 9% Bookings, 15% EPS Growth in 2026; Listings Rise 8%
Booking reports 8.6 million alternative accommodation listings globally, up 8% year-over-year, with U.S. growth in low double digits. The company forecasts 9% gross bookings and revenue growth alongside 15% EPS growth for 2026, exceeding its 8%/8%/15% medium-term framework.
1. Alternative Accommodation Listings Growth
Booking reports 8.6 million alternative accommodation listings globally, reflecting an 8% year-over-year increase and faster expansion in the U.S. from a smaller base.
2. Above-Framework 2026 Guidance
The company projects 9% growth in gross bookings and revenue and 15% EPS growth for 2026, outpacing its medium-term 8%/8%/15% framework, underpinned by travel markets growing faster than GDP and share repurchases.
3. Regional and Channel Priorities
Since mid-2025, direct channel bookings via app and website have driven low double-digit growth in the U.S., while Agoda leads localization in Asia and Booking.com enhances domestic payment options in India.
4. AI and Agentic Travel Tools
Investments in generative AI and agentic travel tools aim to deliver end-to-end trip experiences, with customer service AI reducing handling time and cutting average cost per booking by about 10%.