Booking (BKNG.US) Q3 total bookings of $54.5 billion beat expectations; adjusted EPS surged 17%; Q4 guidance turns cautious due to Middle East situation.

Zhitong Finance APP has learned that in the early hours of November 4 Beijing time, Booking Holdings (BKNG.US), the world's largest online travel company, released its third-quarter 2026 results after the U.S. market close on Tuesday. Total bookings, room nights, and adjusted profit metrics for the quarter all exceeded market expectations, with adjusted earnings per share surging 17%; however, due to an accrual related to a U.S. Federal Trade Commission (FTC) matter, GAAP revenue and net profit declined slightly year over year. The company also noted that disruptions to the travel industry from the Middle East conflict are affecting fourth-quarter demand, and its Q4 guidance is correspondingly cautious.