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Confirmed

Online Travel Services

2 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
EXPEExpedia Group, Inc.Consumer Cyclical+0.3%Group member
BKNGBooking Holdings Inc. Common StConsumer Cyclical-0.5%Most structurally connected

Why we believe this

Cohort

2 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

2/2 members

demand / volume affecting orders

Flight gross bookings increased 25% year-over-year for the three months ended March 31, 2026 due to airline tickets growth, partially offset by lower average airline ticket prices.

BKNG 10-Q

credit / rates affecting interest expense

Interest Expense and Interest and Dividend Income Three Months Ended September 30, Increase (Decrease) Nine Months Ended September 30, Increase (Decrease) (in millions) 2025 2024 2025 2024 Interest expense $ (301) $ (305) (1.5) % $ (1,368) $ (788) 73.6 % Interest and dividend income 248 327 (24.1) % 723 863 (16.2) % Interest expense decreased year-over-year for the three months ended September 30, 2025 primarily due to lower interest costs associated with cash management activities, the redemption of senior notes in August 2025, and the maturity of senior notes in September 2024, partially offset by the issuance of senior notes in May 2025 and November 2024.

BKNG 10-Q

restructuring affecting expense

Commissioner, and non-deductible goodwill impairment charges relating to KAYAK, partially offset by certain higher discrete tax benefits and certain lower non-deductible expenses.

BKNG 10-Q

Online Travel Services can stay leader-led if secondary names fail to join while BKNG keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.