Current guidance
14 items
Each item compared with the same item in the previous release (Apr 28, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Expected annual run-rate savings through the Transformation Program | for FY2027 | — | “approximately $650 million” | Filing ↗ |
| New | Revenue Growth (1) | for Q3 FY2026 | — | “4% - 6%” | Filing ↗ |
| New | Adjusted EBITDA Growth (2)(3)(4)(5) | for Q3 FY2026 | — | “4% - 6%” | Filing ↗ |
| New | Adjusted EBITDA Growth (2)(3)(4)(5) | for FY2026 | — | “High Single Digits” | Filing ↗ |
| New | Constant Currency Gross Bookings Growth | for Q3 FY2026 | — | “5% - 7%” | Filing ↗ |
| New | Gross Bookings Growth | for Q3 FY2026 | — | “4% - 6%” | Filing ↗ |
| New | Room Nights Growth | for Q3 FY2026 | — | “3% - 5%” | Filing ↗ |
| Reiterated | Constant Currency Gross Bookings Growth | for FY2026 | “High Single Digits” | “High Single Digits” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Adjusted EBITDA Growth | for FY2026 | “Slightly Faster than Revenue Growth” | — | Filing ↗ |
| Not restated | Adjusted EBITDA Growth (2)(3)(4) | for FY2026 | “Faster than Revenue Growth” | — | Filing ↗ |
| Not restated | Annual run-rate savings through the Transformation Program | for FY2026 | “approximately $550 million” | — | Filing ↗ |
| Not restated | Bottom-line performance | for FY2026 | “firmly in line with that framework” | — | Filing ↗ |
| Not restated | Constant currency top-line growth | for FY2026 | “approximately 100 basis points ahead of our long-term growth algorithm” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Revenue Growth (1) | “4% - 6%” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Growth | “Slightly Faster than Revenue Growth” | for FY2026 | Company-defined | Apr 28, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Growth (2)(3)(4) | “Faster than Revenue Growth” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Growth (2)(3)(4)(5) | “4% - 6%” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Growth (2)(3)(4)(5) | “High Single Digits” | for FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Annual run-rate savings through the Transformation Program | “approximately $550 million” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Bottom-line performance | “firmly in line with that framework” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Cash dividend | “$0.42 per share” | for Q3 FY2026 | Declared action | Aug 4, 2026 | 1 | Filing ↗ |
| Constant Currency Gross Bookings Growth | “5% - 7%” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Constant Currency Gross Bookings Growth | “High Single Digits” | for FY2026 | Company-defined | Feb 18, 2026 | 3 | Filing ↗ |
| Constant currency top-line growth | “approximately 100 basis points ahead of our long-term growth algorithm” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Gross Bookings Growth | “4% - 6%” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Room Nights Growth | “3% - 5%” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Stock Split | “a 25-to-1 stock split of the Company’s authorized shares of common stock” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Expected annual run-rate savings through the Transformation Program | “approximately $650 million” | for FY2027 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase program | “up to an additional $20 billion” | — | Declared action | Feb 20, 2025 | 1 | Filing ↗ |
| Stock Repurchase Program Authorization | “up to an additional $20 billion” | — | Declared action | Feb 20, 2025 | 1 | Filing ↗ |
| Stock repurchase program remaining authorization | “$14.5 billion” | — | Declared action | Jul 29, 2025 | 2 | Filing ↗ |
| Stock repurchase remaining authorization | “$23.9 billion” | — | Declared action | Oct 28, 2025 | 1 | Filing ↗ |
Stock repurchase program remaining authorization, No period stated — every statement across the year, each linked to its filing.
12 companies in Online travel & lodging. What they guide on, and who reported this season.
| Carnival | Sep 29, 2026 | 36 changes |
| Airbnb | Aug 6, 2026 | 10 changes |
| Choice Hotels | Aug 5, 2026 | 13 changes |
| Expedia Group | Aug 5, 2026 | 6 changes |
| Booking Holdings | Aug 4, 2026 | 7 changes |
| Marriott International | Aug 3, 2026 | 15 changes |
| Hyatt Hotels | Jul 30, 2026 | 6 changes |
| Norwegian Cruise Line Holdings | Jul 30, 2026 | 45 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|---|
| Constant Currency Revenue Growth | — | — | 3 statements | — | — |
| Revenue Growth | — | 3 statements | 3 statements | — | — |
| Adjusted EBITDA Growth | — | 6 statements | 4 statements | — | — |
| Annual run-rate savings | — | — | — | — | 1 statement |
| Annual run-rate savings through the Transformation Program | — | 1 statement | — | — | 1 statement |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 4, 2026 | FY2026 Q2 | 0001075531-26-000036 | 11 | Open filing ↗ |
| Apr 28, 2026 | FY2026 Q1 | 0001075531-26-000024 | 9 | Open filing ↗ |
| Feb 18, 2026 | FY2025 Q4 | 0001075531-26-000008 | 14 | Open filing ↗ |
| Oct 28, 2025 | FY2025 Q3 | 0001075531-25-000050 | 17 | Open filing ↗ |
| Jul 29, 2025 | FY2025 Q2 | 0001075531-25-000035 | 10 | Open filing ↗ |
| Apr 29, 2025 | FY2025 Q1 | 0001075531-25-000021 | 2 | Open filing ↗ |
| Feb 20, 2025 | FY2024 Q4 | 0001075531-25-000009 | 3 | Open filing ↗ |
| Oct 30, 2024 | FY2024 Q3 | 0001075531-24-000047 | 2 | Open filing ↗ |