US · Consumer Cyclical · Travel Services
EPS came in at 0.92 against a street estimate of 0.84 — a beat of 9.5%.
Analysts rate Trip.com Group Ltd ADR a strong buy (26 buy, 3 hold, 0 sell out of 29) with an average price target of $58.64.
MIXED Trip.com grew 6% YoY to RMB 15.7B amid macro headwinds. International OTA surged 50%+; domestic faced softness from fuel costs and geopolitics. Antitrust penalty RMB 5.18B one-time. Long-term growth anchored on globalization, inbound travel, and AI-powered personalization. Q2 2026 International business increasingly contributing to overall momentum, with inbound and world-to-world travel diversifying revenue base. Management targets 200M inbound travelers over 5 years. Analysts pressed on antitrust implications (Jane confirmed G2 alignment), hotel framework mechanics (emphasized dynamic weighting, flexibility), and AI strategy (James explained AI as interface evolution, not supply disruptor). Management presented regulatory changes as strategic opportunity, not threat, emphasizing compliance, partner enablement, and efficiency gains. 2026-09-16…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital World Investors | 5.76% |
| Morgan Stanley - Brokerage Accounts | 2.04% |
| Sanders Capital, LLC | 1.68% |
| Davis Selected Advisers | 1.39% |
| ARGA Investment Management, LP | 1.04% |
| Capital Research & Mgmt Co - Division 3 | 0.97% |
| JPMorgan Chase & Co | 0.57% |
| Robeco Institutional Asset Management BV | 0.44% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • The document is an unaudited reconciliation of Trip.com Group’s U.S. GAAP financial statements to IFRS Accounting Standards for th | 2026-09-16 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 total net revenue was RMB15.7 billion (US$2.3 billion), up 6% year-over-year but down 3% from Q1 2026. • GAAP net loss wa | 2026-09-16 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Trip.com Group Limited filed a Form 6-K with the U.S. Securities and Exchange Commission for September 2026. • The filing does no | 2026-09-02 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • On July 25, 2026, Trip.com Group received an administrative penalty decision from China’s State Administration for Market Regulati | 2026-07-27 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • FY2025 net revenues were RMB62,409 million (US$8.9 billion), up from RMB53,294 million in 2024 and RMB44,510 million in 2023. • N | 2026-04-28 |
| Annual report FY2024 (20-F) | 2025-04-11 |
| Annual report FY2023 (20-F) | 2024-04-29 |
| Annual report FY2022 (20-F) | 2023-03-27 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Trip.com Group Ltd ADR — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.