NASDAQ$TRVG

Trivago NV-ADR · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

trivago Q1 2026: €142.9M revenue (+15%), ROAS 121%, raises EBITDA guidance to ~€25M

trivago N.V. reported first-quarter 2026 results on May 5, 2026. Total revenue grew 15% year over year to €142.9 million, marking a fifth consecutive quarter of double-digit growth, driven by Referral Revenue up 9% to €134.9 million. Net loss improved to €7.3 million from €7.8 million; Adjusted EBITDA loss narrowed to €4.5 million from €6.5 million. Global return on advertising spend rose 2.9 points to 121.0%. Americas Referral Revenue grew 17% to €52.4 million and Developed Europe 14% to €59.4 million, while Rest of World fell 12% to €23.0 million on FX and geopolitical headwinds. Management raised full-year 2026 Adjusted EBITDA guidance to around €25 million from at least €20 million while maintaining double-digit total revenue growth expectations. The supervisory board authorized up to €20 million in share repurchases planned to start at end of May.

  • Total revenue €142.9 million (+15% YoY); Referral Revenue €134.9 million (+9%); net loss €7.3 million.
  • Adjusted EBITDA loss improved to €4.5 million from €6.5 million; global ROAS 121.0% (+2.9 ppts).
  • Americas revenue €52.4 million (+17%); Developed Europe €59.4 million (+14%); Rest of World €23.0 million (-12%).
  • Raised FY2026 Adjusted EBITDA guidance to ~€25 million from at least €20 million; revenue growth guidance reaffirmed.
  • Authorized up to €20 million share buyback; cash €136.1 million with zero long-term debt.

Headline financials

Total Revenue

€143M

Previous: €124M+15.1%
EPS (adj)

-€0.02

Previous: -€0.12+82.8%
Return on advertising spend

121.0%

No prior period
Other revenue

€8M

No prior period
Referral revenue

€135M

No prior period
Adjusted EBITDA

-€4.5M

No prior period
Net Income

-€7.3M

Previous: -€7.8M+6.4%
Cash & Equivalents

€136M

No prior period

Revenue & EPS history

Trivago · Revenue · Quarterly

€143M

Q1 2026+15.1%vs Q1 2025
Beat estimate in 5 of 12 quarters(42%)
ActualEstimate

Revenue by segment

Trivago · €135M total across 3 segments · Q1 2026

  • Developed Europe
    €59.4M
  • Americas
    €52.4M
  • Rest of World
    €23M

Forward guidance

trivago raised full-year 2026 Adjusted EBITDA guidance to around €25 million (from at least €20 million) while maintaining expectations for double-digit year-over-year total revenue growth and improved profitability through Q2.

Tailwinds

  • Fifth consecutive quarter of double-digit revenue growth with improving profitability
  • Branded channel traffic compounding from prior brand investments; booking conversion up 58% since Q1 2023
  • Strong cash position supports up to €20 million share buyback authorization

Headwinds

  • Rest of World segment down 12% on FX and Middle East conflict travel impacts
  • Challenging year-over-year revenue comparables expected through first half of 2026
  • Still reporting net and Adjusted EBITDA losses despite improvement

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.0%

Avg return

Earnings day

+1.0%

Avg return

5 days after

-0.1%

Avg return

30 days after

37%

14 / 38 earnings

Positive

+24.7%

Q3 2018

Best reaction

-29.3%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%+12.8%+47.2%
Q4 2025-0.7%+0.7%-6.8%
Q3 2025+1.7%+2.0%+2.0%
Q2 2025-27.9%-28.8%-31.1%
Q1 2025+8.1%+26.2%-2.2%
Q4 2024-1.6%+58.5%+29.4%
Q3 2024+3.0%+0.6%+42.9%
Q2 2024+1.9%-1.4%-3.4%
Q1 2024-1.6%-5.5%-4.7%
Q4 2023-3.2%-2.4%+0.8%
Q3 2023-6.3%-3.6%-57.7%
Q2 2023-15.0%-16.4%-17.9%
Q1 2023-17.0%-14.9%-13.5%
Q4 2022-4.4%-3.9%-6.1%
Q3 2022+15.0%+24.0%+46.0%
Q2 2022-1.7%+0.6%-14.5%
Q1 2022-0.9%-15.6%-19.9%
Q4 2021+4.5%+16.5%-8.5%
Q3 2021-4.5%+9.8%-22.0%
Q2 2021-2.0%-4.7%-6.0%
Q1 2021-3.9%+6.1%+6.1%
Q4 2020+1.8%+19.6%+50.7%
Q3 2020-5.2%-3.7%+65.9%
Q2 2020+9.8%+11.0%+14.6%
Q1 2020+14.5%+27.6%+46.2%
Q4 2019-13.7%-10.6%-45.5%
Q3 2019-18.9%-20.6%-22.1%
Q2 2019+4.9%+8.8%+4.7%
Q1 2019-9.4%-2.3%-23.2%
Q4 2018+0.9%+3.7%-5.1%
Q3 2018+24.7%+30.8%+16.7%
Q2 2018-4.2%-4.9%+1.4%
Q1 2018-29.3%-30.1%-24.8%
Q4 2017-2.8%-3.3%+6.7%
Q3 2017-26.3%-31.0%-33.6%
Q2 2017-19.5%-22.3%-27.5%
Q1 2017+15.0%+6.6%+3.8%
Q4 2016+2.7%-1.0%+8.1%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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