EarningsQ2 2026 Earnings Report
DE:TEM Q2 2026 EPS Results
Actual EPS€0.05
Consensus EPS€0.05
Beat/MissBeat by +<€0.01
One Year Ago EPS€0.05
DE:TEM Q2 2026 Revenue Results
Actual Revenue€651.03M
Expected Revenue€655.42M
Beat/MissMissed by -€4.39M
YoY Revenue Growth+13.93%
Earnings Announcement Details
QuarterQ2 2026
Date08/24/2026
TimeBefore Open
Conference CallMonday, August 24, 2026
DE:TEM Upcoming Earnings
Tongcheng Travel Holdings Limited's next earnings date is estimated for November 24, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive performance: solid revenue and profit growth, margin expansion, strong momentum in international accommodation and hotel management, meaningful AI/technology progress, and strategic M&A (Dida). These positives were tempered by near-term challenges — elevated fuel surcharges that pressured transportation and outbound travel, weather-driven demand softness in summer, a temporary rise in operating expenses due to restructuring, and some regulatory/compliance impacts. Management expects H2 demand to be uneven but remains focused on cost efficiency, AI adoption and cross-selling to drive longer-term growth.Company Guidance
Total Revenue Growth
Total revenue reached RMB 5.0 billion in Q2 2026, up 6.8% year-over-year, reflecting steady topline expansion despite macro headwinds.
Adjusted Net Profit and Profitability Expansion
Adjusted net profit was RMB 851 million, up 9.8% year-over-year, with adjusted net margin improving to 17.1% from 16.6% a year ago; adjusted basic EPS rose to RMB 0.36 (+5.9% YoY).
Core OTA and Accommodation Strength
Core OTA revenue increased 8.4% YoY to RMB 4.3 billion; accommodation reservation revenue was RMB 1.5 billion (+8.0% YoY). ADR outperformance continued, supported by a ~3 percentage-point increase in share of 3-star and above room nights.
Strong International Accommodation and Air Growth
International room nights sold grew by more than 50% YoY in Q2. International accommodation revenue rose to 4.0% of total accommodation revenue (from 2.8% last year). International air ticketing accounted for 8.6% of transportation revenue, up 2.3 percentage points YoY.
Other Business and Hotel Management Surge
Other business revenue reached RMB 1.0 billion in Q2, up 35.7% YoY, mainly driven by the fast-growing hotel management segment. Hotel operations exceeded 3,500 properties with over 2,000 in the pipeline; Wanda Hotels reached 300 open hotels.
Improved Gross Profit and EBITDA
Gross profit increased 9.6% YoY to RMB 3.3 billion with gross margin at 66.7%. Adjusted EBITDA rose 7.3% YoY to RMB 1.3 billion. Core OTA operating profit was RMB 1.1 billion with a 26.4% margin.
Product, Tech and AI Progress
Deepening AI integration (DeepTrip enhancements, AI in customer service and Weixin AI assistant pilot) and strengthened partnerships (Weixin ecosystem) to improve personalization, automation and efficiency; DAUs on standalone app hit an all-time high of >5 million.
Strategic M&A and Mobility Expansion
Completed general cash offer for Dida Inc. (Aug 21), becoming controlling shareholder to accelerate entry into carpooling and short-/medium-haul mobility, bolstering cross-selling and supply integration.
DE:TEM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed