NASDAQ$TRVG

Trivago NV-ADR · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

13% revenue growth and €16M Adjusted EBITDA mark strongest public Q3 yet

trivago reported Q3 2025 total revenue of €165.6 million, up 13% year over year, with referral revenue of €161.6 million up 11%—the fourth consecutive quarter of growth and third straight quarter of double-digit referral revenue gains. Net income was €11.0 million (€0.03 diluted EPS), the strongest third quarter since going public, while Adjusted EBITDA rose 18% to €16.0 million. Branded channel traffic growth remained double digit across all core regions despite FX headwinds, and global return on advertising spend held steady at 134.1%. The company completed its Holisto acquisition on July 31 and guided to mid-teens revenue growth for full-year 2025 with Adjusted EBITDA of at least €10 million, and around €20 million for 2026.

  • Total revenue grew 13% to €165.6M; referral revenue rose 11% to €161.6M
  • Net income of €11.0M (€0.03 EPS) and Adjusted EBITDA of €16.0M, up 18% year over year
  • Global ROAS held at 134.1% despite 13% higher advertising spend
  • Holisto acquisition closed July 31; €3.2M step-acquisition gain boosted other income
  • 2026 outlook: mid-teens revenue growth and Adjusted EBITDA around €20M

Headline financials

Total Revenue

€166M

Previous: €160M+3.2%
EPS (adj)

€0.03

Previous: -€0.04+175.0%
Referral Revenue Growth

11.0%

No prior period
Global Return on Advertising Spend

134.1%

No prior period
Adjusted EBITDA

€16M

No prior period
Advertising spend

€122M

No prior period
Net Income

€11M

Previous: -€17M+164.9%
Operating Income

€12.2M

Previous: €11.4M+6.9%

Revenue & EPS history

Trivago · Revenue · Quarterly

€166M

Q3 2025+3.2%vs Q3 2024
Beat estimate in 5 of 12 quarters(42%)
ActualEstimate

Revenue by segment

Trivago · €162M total across 3 segments · Q3 2025

  • Developed Europe
    €69.7M
  • Americas
    €58.8M
  • Rest of World
    €33M

Forward guidance

trivago expects Q4 2025 double-digit revenue growth, full-year 2025 mid-teens revenue growth with Adjusted EBITDA of at least €10M, and 2026 mid-teens revenue growth with Adjusted EBITDA around €20M.

Tailwinds

  • Branded marketing investments driving durable double-digit traffic growth
  • Holisto integration expands Book & Go facilitated booking capabilities

Headwinds

  • Foreign exchange headwinds partially offset local-currency revenue momentum
  • Increased brand spend pressured Developed Europe ROAS in the quarter

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 Q3 2025

Historical avgQ3 2025

-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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