Booking Holdings Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC on November 3, 2026, reporting third-quarter net income of $2.717 billion and a $900 million FTC-related revenue reduction that shaped the period's results.

Key Highlights

  • Q3 2026 net income: $2.717 billion, compared with $2.748 billion in Q3 2025, according to the filing.
  • FTC matter charge: A $900 million negative revenue line item labeled "FTC matter" reduced total Q3 2026 revenues, as disclosed in the income statement.
  • Total revenues, Q3 2026: $8.893 billion, versus $9.008 billion in Q3 2025, the filing reported.
  • Diluted EPS, Q3 2026: $3.61 per diluted common share, up from $3.38 in Q3 2025.
  • Nine-month net income: $5.750 billion for the nine months ended September 30, 2026, compared with $3.976 billion for the same period in 2025.
  • Share repurchases, Q3 2026: 12 million shares repurchased for $2.120 billion during the three months ended September 30, 2026.
  • Shares outstanding at October 26, 2026: 743,701,257 shares of common stock, as stated on the cover page.

Booking Holdings Reports Q3 2026 Results Amid $900 Million FTC Revenue Item

Booking Holdings Inc. (NASDAQ:BKNG), the online travel company incorporated in Delaware and headquartered in Norwalk, Connecticut, reported third-quarter 2026 financial results in its Form 10-Q. Total revenues for the three months ended September 30, 2026 were $8.893 billion, compared with $9.008 billion in the prior-year quarter. The filing shows that merchant revenues grew to $6.998 billion from $6.131 billion, while agency revenues declined to $2.463 billion from $2.569 billion. A $900 million charge listed as "FTC matter (see Note 13)" reduced revenues in the quarter; no comparable charge appeared in Q3 2025.

Net income for Q3 2026 was $2.717 billion, or $3.61 per diluted share, versus $2.748 billion, or $3.38 per diluted share, in Q3 2025. The weighted-average diluted share count fell to 753 million from 814 million, reflecting ongoing repurchase activity. For the nine months ended September 30, 2026, the company reported net income of $5.750 billion on total revenues of $21.777 billion, compared with $3.976 billion and $20.568 billion, respectively, in the same period of 2025. The nine-month 2025 results included an interest expense of $1.368 billion and other expense, net, of $1.181 billion, which the filing contrasts with $864 million and other income of $448 million, respectively, in the 2026 nine-month period.

On the balance sheet at September 30, 2026, total assets were $28.264 billion and total liabilities were $38.671 billion, resulting in a total stockholders' deficit of $10.407 billion. Long-term debt stood at $18.074 billion. During Q3 2026, the company paid $317 million in dividends and repurchased 12 million shares for $2.120 billion, according to the statement of changes in stockholders' deficit. Cash and cash equivalents were $15.814 billion at September 30, 2026, down from $17.203 billion at December 31, 2025.

What Was Disclosed

Booking Holdings filed its Q3 2026 Form 10-Q covering the three and nine months ended September 30, 2026. The filing disclosed revenues, net income, balance sheet data, a $900 million FTC-related revenue reduction, share repurchases of $2.120 billion, and dividends of $317 million for the quarter.