bullbear.ninja

Industry top-down

Travel Services

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

12 companiesMedian revenue YoY: +6.8%EPS beat rate:

AI industry top-down

Overall, the travel service industry experienced year-on-year revenue growth, indicating a recovery in demand. However, profitability trends varied significantly across companies, presenting a mixed picture where some firms recorded strong EPS growth while others experienced substantial declines. Revenue growth rates also showed considerable variation among companies.

  • Most companies' revenue grew year-over-year (BKNG 7.85%, RCL 7.26%)
  • Some companies achieved high EPS growth rates (RCL 100%, HanaTour 101.95%)
Where companies diverge: Despite revenue growth, EPS for some companies significantly decreased (BKNG -98.21%, NCLH -15.62%) · Significant variation in revenue growth rates by company (NTRP 65.17% vs GBTG 1.80%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
BKNGBooking Holdings Inc.FY2026 Q1$4.76B+7.9%$0.40-98.2%
RCLROYAL CARIBBEAN CRUISES LTDFY2026 Q1$4B+7.3%$2.70+100.0%
CCLCarnival Corp Ltd.FY2026 Q1$5.81B+7.5%$-0.06
EXPEExpedia Group, Inc.FY2026 Q1$2.99B+3.4%$-1.56
NCLHNorwegian Cruise Line Holdings Ltd.FY2018 Q1$1.15B+6.8%$0.27-15.6%
GBTGGlobal Business Travel Group, Inc.FY2026 Q1$621M+1.8%$0.16
LINDLINDBLAD EXPEDITIONS HOLDINGS, INC.FY2018 Q3$203.28M$0.16
PRSUPursuit Attractions & Hospitality, Inc.FY2026 Q1$37.58M+0.9%$-1.11
NUTRNUSATRIP IncFY2025 Q3$887.71K$-0.12
NTRPNextTrip, Inc.FY2026 Q3$417.93K+65.2%$-1.35
NNAXNew Momentum Corp.FY2025 Q3$6$0.00
039130HANATOUR SERVICE INC.FY2026 Q1₩174.83B+3.8%₩1547.00+102.0%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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