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3 Reasons Why Expedia (EXPE) Is Poised To Beat Earnings

Published 07/27/2017, 01:51 AM
Updated 07/09/2023, 06:31 AM
EXPE
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Expedia, Inc. (NASDAQ:EXPE) is set to release its quarterly earnings report after the closing bell on July 27. Expedia is one of the world’s leading travel services companies. The company provides wholesale travel to offline retail travel agents. Expedia’s main businesses and brands include: Expedia.com, Hotels.com, Hotwire, Expedia Corporate Travel, and Trip Advisor.

Expedia currently sports an impressive Zacks Rank #2 (Buy) and has defeated its earnings projections in three of its past five operational quarters, including a whopping beat of 50% last quarter. Additionally, Expedia operates within the Internet Commerce industry, which currently sits in the top 23% of the Zacks Industry Rank.

The company possesses a respectable Zacks Rank, a strong earnings history, and an astounding Earnings ESP of 16.67%. These factors should contribute to a sense of optimism for investors as we approach Expedia’s report.

If that’s not enough, here are 3 other reasons why you should be bullish on Expedia as earnings season continues:

1. Expansion via Acquisitions

First, Expedia acquired Venere, Trivago and Wotif in order to increase inventory all over Europe and other territories, especially in the business travel segment. The company continues to collect smaller hotel agencies in an effort to establish a legitimate campaign and brand in Europe. Wotif significantly increased Expedia’s presence in Australia and New Zealand, and integration into the existing business is also expected to yield multiple cost synergies.

Furthermore, Expedia closed acquisitions of Travelocity, Orbitz, and HomeAway. The acquisition of Travelocity eliminated a key competitor to Expedia, while also lowering the company’s overall operating costs. Orbitz has added important flights technology, particularly on the business side, and helped the company consolidate its leading position in the domestic market. Finally, the latest acquisition of HomeAway allows Expedia to offer vacation rental apartments, a completely new area for the company with significant growth prospects.

These deals were announced in 2015, so Expedia has had some time to full incorporate the new companies into its own business. We’re finally starting to see how Expedia can benefit from the improved efficiencies these acquisitions offer.

2. Intriguing Growth Prospects

Expedia features numerous characteristics of a company that has the ability to continue growing, which is underscored by its “A” grade for Growth on our Style Scores System. Expedia possesses current cash flow growth of 49.61% and projected sales growth of 15.52%, both of which defeat the industry averages of 40.54% and 7.17%, respectively. Also, Expedia holds a net margin of 3.36%, which also looms over the current industry average.

Furthermore, Expedia is projected to real in $2.54 billion in revenues, which would constitute strong year-over-year growth of 15.82%. Also, Expedia is expected to report earnings of $0.60, which would represent an impressive 49% year-over-year growth.

3. Growth in Sales Within Key Divisions

Expedia has also shown promising growth potential in several key segments. For example, according to our consensus estimates, domestic revenues are projected to increase by a respectable 14.2% year-over-year to $1.45 billion. These consensus estimates are also calling for international sales to jump to an impressive $1.12 billion, which would signify year-over-year growth of 21.1%.

Additionally, sales from many of Expedia’s subsidiaries are expected to greatly increase this quarter. For instance, revenues from HomeAway are projected to increase by a whopping 31.2% to a total of $225.7 million. Also, the company is expected to report revenues from Trivago of $305.03 million, which would represent year-over-year growth of 51.7%.

These consensus estimates are from our exclusive non-financial metrics estimate file. These estimates are updated daily and are based on the independent research of expert stock analysts. Learn more here>>>

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