Every material Form 8-K Booking filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Booking Holdings Inc. reported its third-quarter 2026 financial results, posting $54.5 billion in gross bookings and $8.9 billion in total revenue. GAAP net income was $2.7 billion while adjusted net income reached $3.5 billion, reflecting solid underlying performance despite a 1% decline in GAAP revenue due to a recorded FTC matter.
Room nights grew 7% year-over-year to 345 million in Q3 2026.
Gross bookings reached $54.5 billion, representing a 10% increase compared to Q3 2025.
GAAP net income was $2.7 billion and adjusted net income was $3.5 billion.
The Board declared a cash dividend of $0.42 per share payable on December 31, 2026.
Booking Holdings reported second quarter 2026 results, with revenue of $7.4 billion, up 8% from a year earlier, and GAAP net income of $2.0 billion, up 118%. Adjusted EPS rose 15% to $2.54, and the company guided to third quarter revenue growth of 4% to 6% and full-year 2026 Adjusted EPS growth in the low to mid-teens.
Revenue of $7.4 billion, up 8% (about 7% constant currency); gross bookings of $51.0 billion, up 9%
GAAP EPS of $2.53 versus $1.10 a year earlier; Adjusted EPS of $2.54, up 15%
Q3 2026 revenue growth guided to 4% to 6%; FY 2026 Adjusted EPS growth guided to low to mid-teens
Repurchased $3.7 billion of stock in the quarter with $14.5 billion authorization remaining; declared $0.42 per share dividend payable September 30, 2026
Booking Holdings sold €1.9 billion of senior unsecured notes in three tranches, under an underwriting agreement dated May 5, 2026. The notes add fixed-rate debt that the company must repay at maturity and pay interest on each year. The filing does not state how the company plans to use the proceeds.
€600 million of 3.500% notes mature May 11, 2030; €700 million of 4.000% notes mature May 11, 2034; €600 million of 4.500% notes mature May 11, 2039
Interest is payable annually on May 11 of each year, beginning May 11, 2027
Underwriters are Citigroup Global Markets Limited, Deutsche Bank AG, Goldman Sachs & Co. LLC and J.P. Morgan Securities plc
The notes are general senior unsecured obligations that rank equally with the company's other senior unsecured obligations
Booking Holdings issued $750 million of 5.375% senior unsecured notes maturing May 7, 2036, under an underwriting agreement dated May 5, 2026. The filing adds long-term debt to the company's obligations, and the notes rank equally with its other senior unsecured debt.
Principal amount: $750 million; underwriters include Citigroup, Deutsche Bank, Goldman Sachs and J.P. Morgan
Interest of 5.375% paid semi-annually on May 7 and November 7, starting November 7, 2026
Redeemable before February 7, 2036 at the greater of par or a Treasury-based make-whole price, and at par afterward
Booking Holdings reported first quarter 2026 results on April 28, 2026, with revenue of $5.5 billion, up 16%, and net income of $1.1 billion, compared with $333 million a year earlier. The company said the Middle East conflict reduced room night growth by about 2 percentage points, and it guided to second quarter revenue growth of 4% to 6% and full-year Adjusted EPS growth in the low to mid-teens.
Revenue rose 16% to $5.5 billion (about 10% on a constant currency basis); gross bookings rose 15% to $53.8 billion.
Net income was $1.1 billion; GAAP EPS was $1.36 and Adjusted EPS was $1.14, up 14%, with a $89 million litigation settlement benefit among the adjustments.
Q2 2026 guidance calls for room nights growth of 2% to 4% and revenue growth of 4% to 6%.
The board declared a $0.42 per share dividend payable June 30, 2026; the company repurchased $3.6 billion of stock in the quarter.
Booking Holdings appointed Caroline Sullivan as Senior Vice President, Chief Accounting Officer, and Controller, effective April 29, 2026. Her pay package includes a $525,000 base salary, a 75% target bonus, and about $2.3 million in equity and signing awards, which shareholders can track in future proxy and filing disclosures.
Effective date: April 29, 2026; Ms. Sullivan, age 57, previously served as Vice President, Procurement and Real Estate at Elevance Health from June 2025 to March 2026.
Compensation: initial annual base salary of $525,000, target annual bonus of 75% of base salary, and a $300,000 signing bonus.
Equity: RSU grants of $1,000,000 and a new hire RSU grant of $1,000,000, both expected in May 2026, plus a PSU grant with a target grant-date value of $1,000,000 expected in March 2027.
Severance if terminated without cause (subject to a release of claims): one times base salary and target annual bonus, plus 12 months of health benefits.
Booking Holdings said its board appointed Kurt Sievers, retired CEO of NXP Semiconductors, as a director effective April 1, 2026, and that director Lynn Radakovich will retire at the Annual Meeting in June 2026. The filing covers board composition only and includes no financial results or guidance, so it does not directly change the company's financial outlook.
Kurt Sievers appointed to the board effective April 1, 2026, and joins the Corporate Governance Committee
Sievers was CEO of NXP Semiconductors from 2020 until his retirement in 2025
Lynn Radakovich will retire from the board at the Annual Meeting in June 2026 and is not standing for re-election
Booking Holdings reported fourth-quarter 2025 revenue of $6.3 billion, up 16% from a year earlier, and GAAP net income of $1.4 billion, up 34%. For full year 2025, net income fell 8% to $5.4 billion, and the company said it expects 2026 adjusted EBITDA growth faster than revenue growth and mid-teens adjusted EPS growth. It also announced a 25-for-1 forward stock split and a 9.4% increase in its quarterly dividend.
Q4 2025 GAAP EPS was $44.22, up 38%; adjusted EPS was $48.80, up 17%.
Full year 2025 net income was $5.4 billion, down 8%, and GAAP EPS was $165.57, down 4%; full year results included a $457 million impairment.
Quarterly dividend of $10.50 per share is payable March 31, 2026, up from $9.60 in 2025.
Split: holders of record on March 6, 2026 receive 24 additional shares, distributed after the close on April 2, 2026; split-adjusted trading is expected April 6, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Booking filing is on SEC EDGAR ↗. 8-K briefs of other companies →