Free · no account · quoted from the filing

What changed in BKNG's 10-Q

Source: 10-Q filed 2026-04-28 · compared against 10-Q 2025-10-28. Every passage below is quoted verbatim from the filing itself.

Room Night Growth

This filing

Global room nights increased 6% year-over-year in the first quarter of 2026 and increased by 1% in March.

Conflict Risk

This filing

We saw a negative impact on room night growth in the first quarter of 2026 starting with the onset of the conflict in the Middle East

Transformation Program

This filing

currently expects that the restructuring costs and accelerated investments related to the program will largely be incurred by the end of 2026

Dividend Initiation

This filing

Dividends … ( 333 ) … ( 333 )

Share Repurchases

This filing

Repurchase of common stock … ( 22 ) ( 4,022 ) … ( 4,022 )

Revenue Growth

This filing

Our total revenues increased by approximately 16% in the first quarter of 2026

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.