TCOM

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 7 a.m. ET Chief Executive Officer — Alexander Charles Hungate Chief Financial Officer — Peter Oey Chief Operating Officer — Ping Yeow Tan Head of Investor Relations — Ken Vin Lek Need a quote from a Motley Fool analyst? Email [email protected] Alexander Charles Hungate: [Audio Gap] like Trip.com and AliPay to enhance brand visibility even before users land in the region. And as a result of these initiatives, travelers MTUs have grown over 10x over the last 3 years, with airport rides driving over 10% of our Mobility GMV today. GrabMart is growing 1.7x faster than GrabFood, thanks to three important improvements to the customer proposition. First, deepening integration with major supermarkets to ensure that handling of fresh produce Deliveries is reliable and consistent. Next, curating our merchant selection to shift user behavior from daily essentials to weekly stock-ups. And lastly, [ GrabMore ] has been launched, where users can add groceries to their food order at no additional cost. And as a result, we've seen a 30% year-on-year increase in GrabMart users in 2025, while usage frequency continues to improve. There is still plenty of upside with GrabMart, only accounting for 10% of our Deliveries GMV today. The success of our merchants has always been at the heart of our mission. The powerful integrated suite of offerings that we built for them is intended to take them and the Grab platform to the next level. First, Grab offers merchants enterprise-level digital tools that help them maximize their return on advertising spend. Next, we provide integrated point-of-sale and payment systems to widen payments acceptance for them. And then we embed lending to improve cash flows and finally, transform their transaction data into actionable insights to help them scale their businesses. With these capabilities, Grab will be able to deliver the one outcome that matters most to our merchant partners, which is, of course, sustained earnings growth. In 2025, total active Deliveries merchants increased 9% year-on-year, while their earnings have seen a corresponding increase of 11%. Our Financial Services strategy is centered on embedded distribution that lowers customer acquisition costs with personalized offerings. For the majority of our users, drivers and merchants, GrabPay is their initial entry point into a range...

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up. In contrast to all that, many investors prefer to focus on companies like Trip.com Group (NASDAQ:TCOM), which has not only revenues, but also profits. Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Trip.com Group has undergone a massive growth in earnings per share over the last three years. So much so that this three year growth rate wouldn't be a fair assessment of the company's future. As a result, we'll zoom in on growth over the last year, instead. In impressive fashion, Trip.com Group's EPS grew from CNﾥ26.09 to CNﾥ52.87, over the previous 12 months. It's a rarity to see 103% year-on-year growth like that. It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. Not all of Trip.com Group's revenue this year is revenue from operations, so keep in mind the revenue and margin numbers used in this article might not be the best representation of the underlying business. While we note Trip.com Group achieved similar EBIT margins to last year, revenue grew by a solid 17% to CNﾥ62b. That's encouraging news for the company! The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart. Check out our latest analysis for Trip.com Group Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Trip.com Group. We would not expect to see insiders owning a large percentage...

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hasbro, Inc. (HAS) : Free Stock Analysis Report Trip.com Group Limited Sponsored ADR (TCOM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Trip.com Group Limited (NASDAQ:TCOM) ranks among the best high profit margin stocks to buy. On February 26, Barclays reduced its price target for Trip.com Group Limited (NASDAQ:TCOM) to $75 from $90 while retaining an Overweight rating on the company’s stock. The firm stated that both revenues and earnings came in somewhat higher than originally expected. Trip.com Group Limited (NASDAQ:TCOM) beat analyst expectations with earnings per share of $4.97, compared to $4.77. In addition, the company generated $15.4 billion in revenue, which exceeded the predicted $14.86 billion. However, the slightly higher revenues were partially offset by marginally higher fourth-quarter expenses, while gross margins were stable at 81%. Trip.com demonstrated particularly strong growth, with foreign reservations up 60% year-over-year in 2025 and 2026 to date, as well as in outbound travel. Management also issued a positive first-quarter outlook, citing sustained momentum experienced quarter-to-date, particularly with regard to Chinese New Year travel demand. Global travel service company Trip.com Group Limited (NASDAQ:TCOM) provides end-to-end solutions for the corporate travel, lodging, tour, and transportation sectors. While we acknowledge the potential of TCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Trip.com Group recently reported full-year 2025 results showing revenue of CNY 62,409 million and net income of CNY 33,294 million, while also disclosing Q4 strength driven by international growth and inbound tourism. On the same day, two co-founders resigned from the board and president role, and two new independent directors with deep travel, governance, and investment expertise were appointed, as the company also faces an active antitrust investigation and related shareholder litigation. We’ll now examine how Trip.com’s strong 2025 earnings alongside the ongoing antitrust investigation may reshape the existing investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 31 companies in the world exploring or producing it. Find the list for free. To own Trip.com Group today, you need to believe its position in Asian and global online travel can remain resilient despite regulatory and competitive pressure. The strongest near term catalyst is the company’s continued international and inbound tourism momentum, as reflected in Q4 2025 growth, while the most immediate risk has shifted to the ongoing antitrust investigation and related shareholder litigation, which could matter more than the latest board reshuffle. The full year 2025 results, with revenue of CNY 62,409 million and net income of CNY 33,294 million, are the most relevant data point right now, because they frame the regulatory headlines against very strong recent financial performance. That backdrop may influence how investors weigh the antitrust probe and class action risk against Trip.com’s efforts to expand its international platform and inbound travel business. But for investors, the real issue to watch is how the antitrust investigation could... Read the full narrative on Trip.com Group (it's free!) Trip.com Group's narrative projects CN¥83.3 billion revenue and CN¥23.1 billion earnings by 2028. This requires 13.3% yearly revenue growth and about a CN¥5.1 billion earnings increase from CN¥18.0 billion today. Uncover how Trip.com Group's forecasts yield a $87.08 fair value, a 67% upside to its current price. Two fair value estimates from the Simply Wall St Community cluster between US$87.08 and US$151.23 per share, highlighting very different expectations. You should weigh these views against Trip.com’s regulatory investigation risk, which could aff...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Trip.com Group (TCOM) has just reported full year 2025 results alongside ongoing regulatory scrutiny in China, a combination that puts both its earnings power and legal risk squarely in focus for shareholders. See our latest analysis for Trip.com Group. The share price has been under pressure recently, with a 30 day share price return of 16.1% and a 90 day share price return of 23.0%, even though the 3 year total shareholder return of 42.9% and 5 year total shareholder return of 35.4% remain positive. The January disclosure of the Chinese antitrust probe, the subsequent 17% single day decline in the American Depositary Shares, and the class action preparations have all coincided with this weaker near term share price momentum, despite the stronger 2025 earnings update and Q4 revenue trends. If regulatory headlines around Trip.com have you reassessing travel names, it could be a good moment to broaden your search and check out 21 top founder-led companies. So, given Trip.com’s strong 2025 earnings, a share price that has pulled back over the last year, and fresh regulatory and legal risks, are you looking at a mispriced travel leader, or at a market that is already discounting future growth? Trip.com Group’s most followed narrative pegs fair value at $87.08 versus the last close of $53.66, a wide gap that hinges on detailed cash flow and earnings assumptions. Read the complete narrative. Curious what kind of revenue growth and profit margins are baked into that fair value, and how they interact with a relatively modest discount rate? The narrative hinges on a specific blend of earnings power, reinvestment, and future valuation multiples that is very different from what the current share price implies. The tension between those inputs and today’s valuation is where the real story sits. Result: Fair Value of $87.08 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on regulatory risk remaining contained and on competition not forcing structurally lower take rates or higher promotional spending that would undermine those earnings assumptions. Find out about the key risks to this Trip.com Group narrative. If this mix of upside potential and regulatory risk le...

This article first appeared on GuruFocus. Net Revenue (Q4 2025): RMB15.4 billion, a 21% increase year over year. Net Revenue (Full Year 2025): RMB62.4 billion, a 17% increase year over year. Gross Bookings (Full Year 2025): RMB1.1 trillion. Income from Operations (Full Year 2025): RMB15.8 billion, an 11% increase year over year. Net Income (Excluding Gains from Investments): RMB13.4 billion. Accommodation Reservation Revenue (Q4 2025): RMB6.3 billion, a 21% increase year over year. Accommodation Reservation Revenue (Full Year 2025): RMB26.1 billion, a 21% increase year over year. Transportation Ticketing Revenue (Q4 2025): RMB5.4 billion, a 12% increase year over year. Transportation Ticketing Revenue (Full Year 2025): RMB22.5 billion, an 11% increase year over year. Packaged Tour Revenue (Q4 2025): RMB1.1 billion, a 21% increase year over year. Packaged Tour Revenue (Full Year 2025): RMB4.7 billion, an 8% increase year over year. Corporate Travel Revenue (Q4 2025): RMB808 million, a 15% increase year over year. Corporate Travel Revenue (Full Year 2025): RMB2.8 billion, a 13% increase year over year. Adjusted EBITDA (Q4 2025): RMB3.4 billion. Adjusted EBITDA (Full Year 2025): RMB18.9 billion, an 11% growth year over year. Diluted Earnings per ADS (Q4 2025): RMB6.11 or USD0.87. Non-GAAP Diluted Earnings per ADS (Q4 2025): RMB4.97 or USD0.71. Diluted Earnings per ADS (Full Year 2025): RMB47.67 or USD6.82. Non-GAAP Diluted Earnings per ADS (Full Year 2025): RMB45.59 or USD6.52. Cash and Cash Equivalents (As of December 31, 2025): RMB105.8 billion or USD15.1 billion. Warning! GuruFocus has detected 4 Warning Sign with MAQAF. Is TCOM fairly valued? Test your thesis with our free DCF calculator. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Trip.com Group Ltd (NASDAQ:TCOM) reported a net revenue of RMB15.4 billion for Q4 2025, representing a 21% increase from the same period last year. The company's international OTA platform achieved approximately 60% year-over-year growth, driven by strong performance in the APAC region. Trip.com Group Ltd (NASDAQ:TCOM) served approximately 20 million inbound travelers in 2025, reflecting a significant growth opportunity in inbound tourism. The company launched a USD100 million tourism innovation fund to support commercial innovation across th...

Trip.com posted strong results in Q4 and FY2025 with net revenue of RMB 15.4 billion in Q4 (+21% YoY) and RMB 62.4 billion for the year (+17% YoY), adjusted EBITDA of RMB 3.4 billion in Q4 and RMB 18.9 billion for the year, and ended 2025 with RMB 105.8 billion (~$15.1 billion) in liquidity. Management is prioritizing inbound tourism, international expansion and AI, having served about 20 million inbound travelers in 2025, invested over RMB 1 billion in inbound initiatives, grown Trip.com international OTA gross bookings ~60% YoY, and saw international contribution rise to ~40% of revenue. The company disclosed it is cooperating with a regulatory investigation by the State Administration for Market Regulation, while also completing its 2025 share repurchase program (including additional fourth-quarter repurchases) and reiterating a focus on disciplined capital returns. Interested in Trip.com Group Limited Sponsored ADR? Here are five stocks we like better. Travel Stocks Rally on Earnings—More Upside Ahead? Trip.com Group (NASDAQ:TCOM) executives highlighted resilient travel demand, expanding international operations and continued investment in inbound tourism, social responsibility and artificial intelligence during the company’s fourth quarter and full-year 2025 earnings call. For the fourth quarter of 2025, Trip.com reported net revenue of RMB 15.4 billion, up 21% year-over-year, which CFO Cindy Wang said was primarily driven by “robust travel demand throughout the winter holiday.” Full-year 2025 net revenue was RMB 62.4 billion, representing 17% growth year-over-year. → Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup Unusual Options Activity Signals Bullish Shift to Travel Stocks Wang said income from operations for 2025 was RMB 15.8 billion, up 11% year-over-year excluding gains from investments, while net income attributable to Trip.com Group Limited was RMB 13.4 billion. Adjusted EBITDA was RMB 3.4 billion in the fourth quarter, compared with RMB 3.0 billion a year earlier. For the full year, adjusted EBITDA was RMB 18.9 billion, up 11%. By segment, the company reported the following revenue results: Accommodation reservation revenue: RMB 6.3 billion in Q4 (+21% YoY); RMB 26.1 billion in 2025 (+21% YoY). Transportation ticketing revenue: RMB 5.4 billion in Q4 (+12% YoY); RMB 22.5 billion in 2025 (+11% YoY). The company c...

SINGAPORE (AP) — SINGAPORE (AP) — Trip.com Group Limited (TCOM) on Wednesday reported earnings of $614 million in its fourth quarter. The Singapore-based company said it had net income of 87 cents per share. Earnings, adjusted for one-time gains and costs, came to 71 cents per share. The travel services company posted revenue of $2.21 billion in the period. Its adjusted revenue was $2.2 billion. For the year, the company reported profit of $4.76 billion, or $6.82 per share. Revenue was reported as $8.93 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TCOM at https://www.zacks.com/ap/TCOM

SINGAPORE, Feb. 25, 2026 /PRNewswire/ -- Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) ("Trip.com Group" or the "Company"), a leading global one-stop travel service provider of accommodation reservation, transportation ticketing, packaged tours, and corporate travel management, today announced its unaudited financial results for the fourth quarter and full year of 2025. Key Highlights for the Fourth Quarter and Full Year of 2025 International business delivered solid growth across all segments in 2025 - Overall bookings on the Company's international OTA platform increased by around 60% year-over-year. - The Company served approximately 20 million inbound travelers during the year. "Travel is more than an industry; it is an essential economic infrastructure that enables connection, mobility, and shared growth," said James Liang, Executive Chairman. "Inbound travel plays a meaningful role in expanding opportunity and contributing to local communities. Guided by a customer-centric and trust-based approach, we continue to scale our efforts. By investing consistently in inbound tourism, social responsibility initiatives, and AI innovations, we are building a resilient foundation for sustainable long-term development." "The travel market demonstrated strong resilience in 2025," said Jane Sun, Chief Executive Officer. "Inbound travel remains a key growth driver, contributing to economic growth and creating job opportunities for young talents and industry partners. We support this momentum by empowering and closely collaborating with local partners to generate incremental demand and long-term value. Following our "Globalization and Great Quality" strategy, we continue to work closely with merchants, destinations, and communities to build a dynamic travel ecosystem grounded in shared, sustainable success." Fourth Quarter and Full Year of 2025 Financial Results and Business Updates For the fourth quarter of 2025, Trip.com Group reported net revenue of RMB15.4 billion (US$2.2 billion), representing a 21% increase from the same period in 2024, primarily driven by resilient travel demand. Net revenue for the fourth quarter of 2025 decreased by 16% from the previous quarter, primarily due to seasonality. For the full year of 2025, net revenue was RMB62.4 billion (US$8.9 billion), representing a 17% increase from 2024. Accommodation reservation revenue for the fourth...

Trip.com (TCOM) reported Q4 revenue of $2.2B up 21% year-over-year. Net income nearly doubled from prior year. Trip.com’s international platform bookings grew 60% for full year 2025 versus 21% overall revenue growth. Trip.com faces a SAMR anti-monopoly investigation launched in January 2026 and two co-founder board departures. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Trip.com Group (NASDAQ: TCOM) closed out 2025 on a strong note, reporting Q4 revenue of $2.203 billion, up 21% year-over-year, with net income that nearly doubled compared to the prior year period. The headline numbers reflect a company still firing on most cylinders internationally, even as elevated marketing spend and a new regulatory investigation introduce fresh uncertainty. TCOM shares closed at $53.66 on February 25, down 25.4% year-to-date, meaning the stock enters this report already under meaningful pressure. Trip.com (TCOM) concluded 2025 with strong Q4 performance, reporting significant revenue and net income growth driven by accommodation and packaged tours. The company, however, faces regulatory scrutiny and recent leadership changes. Trip.com's Q4 results confirm the company's international expansion is gaining real traction, with its global platform growing at three times the rate of its domestic business. The full-year story is compelling: revenue of $8.925 billion and operating income of $2.257 billion reflect a scaled, profitable travel platform. The concerns are real but not yet structural. Marketing spend growing faster than revenue is a deliberate investment in market share, not a sign of deteriorating unit economics. More pressing is the SAMR anti-monopoly investigation initiated in January 2026, which introduces regulatory uncertainty that is difficult to price. The resignations of co-founders Min Fan and Qi Ji from the board add to the overhang. Investors should watch whether Q1 2026 marketing spend begins to moderate relative to revenue growth, and for any update on the SAMR investigation's scope. The stock's 25% year-to-date decline already reflects some of this uncertainty; how management addresses regulatory risk in coming quarters will likely determine whether that discount narrows or widens. Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDI...

Trip.com Group (TCOM) reported Q4 non-GAAP net income late Wednesday of 4.97 Chinese renminbi ($0.72