Stock Analysis on Net

Booking Holdings Inc. (NASDAQ:BKNG)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Booking Holdings Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Accounts payable
Accrued expenses and other current liabilities
Deferred merchant bookings
Short-term debt
Current liabilities
Deferred income taxes
Non-current operating lease liabilities
Long-term U.S. transition tax liability
Other long-term liabilities
Long-term debt
Long-term liabilities
Total liabilities
Convertible debt
Common stock, $0.008 par value
Treasury stock
Additional paid-in capital
Retained earnings
Accumulated other comprehensive loss
Stockholders’ equity (deficit)
Total liabilities and stockholders’ equity (deficit)

Based on: 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


Accounts Payable
Accounts payable as a percentage of total liabilities and stockholders’ equity displays notable fluctuations over the observed periods. Initially decreasing from 5.18% in March 2020 to a low of 2.41% in March 2021, it subsequently rose significantly, peaking at 14.53% in December 2024 before showing a moderate decline to 13.95% by June 2025. The overall trend signals increasing reliance on accounts payable liabilities in recent quarters.
Accrued Expenses and Other Current Liabilities
This category exhibits a general upward tendency. Starting around 7.03% in March 2020, it remained relatively steady until early 2021, followed by a pronounced increase to a peak of 21.82% by March 2025. Notable volatility is evident, with peaks and troughs particularly in late 2023 and early 2024, but the trend suggests expansion in accrued obligations.
Deferred Merchant Bookings
Deferred merchant bookings show considerable variability, with low levels near 1.48% in December 2020, then rising sharply to 29.82% by June 2025. The increase is especially marked after 2021, indicating growing deferred revenue liabilities, possibly reflecting changes in merchant-related booking activities or revenue recognition timing.
Short-term Debt
The short-term debt ratio experienced shifting dynamics, starting near 5.57% in March 2020, with a transient spike to 16.51% in March 2021. It generally declined afterwards, reaching a low near 1.97% in December 2022. A mild recovery followed, ending at 3.26% by June 2025, suggesting a decreased but somewhat unstable short-term borrowing position.
Current Liabilities
Current liabilities rose substantially through the period. From a level around 23.16% in March 2020, the ratio climbed consistently to a peak exceeding 63% in September 2024, albeit with some oscillations in the final quarters. This pronounced increase highlights an expanding proportion of short-term obligations relative to the company's capital structure.
Deferred Income Taxes
Deferred income taxes displayed a declining pattern, moving from approximately 4.4% in March 2020 down to nearly 0.12% by June 2025. This gradual decrease suggests a reduction in deferred tax liabilities, potentially due to tax strategies, changes in taxable income, or other tax-related adjustments over time.
Non-current Operating Lease Liabilities
These liabilities maintain a relatively stable share, generally fluctuating slightly between approximately 1.3% and 2.5% throughout the entire timeframe. There is no significant upward or downward trend observable, indicating stable lease commitments relative to total liabilities and equity.
Long-term U.S. Transition Tax Liability
This liability decreased steadily from around 5.72% in early 2020 to negligible levels below 1% post-2023, approaching near zero by mid-2025. This reduction corresponds likely to the gradual settlement of transition tax obligations.
Other Long-term Liabilities
Other long-term liabilities remain minor but show a slight increasing tendency, starting near 0.52% and rising to approximately 2.21% by June 2025. While still a small component, the increase suggests some growth in miscellaneous long-term obligations.
Long-term Debt
Long-term debt fluctuates considerably but generally exhibits an increasing trend since 2022. After declines leading to 33.44% in June 2022, the ratio increases to almost 57% by June 2025. This suggests augmented long-term borrowing or increased reliance on debt financing over equity.
Long-term Liabilities
Complementing the trends in long-term debt, total long-term liabilities show variability but an overall upward movement from about 52% post-2020 to above 60% in mid-2025. This indicates that long-term obligations have grown as a share of the company’s financial structure.
Total Liabilities
Total liabilities as a proportion of total liabilities and stockholders’ equity rose steadily from roughly 79% in early 2020 to over 121% by mid-2025. The level exceeding 100% reflects a situation where liabilities exceed equity, indicating a deteriorating equity position and increasing leverage.
Convertible Debt
Convertible debt is negligible across the reporting periods, with only a minimal presence indicated early on, and near zero thereafter, indicating it is not a material component of the capital structure.
Common Stock
Reported values for common stock show zero percent throughout, implying minimal or no impact on the percentage calculations due to par value or specific recording conventions.
Treasury Stock
Treasury stock is presented as a negative figure, consistently large in magnitude and deepening over time, from about -135% in March 2020 to around -185% in March 2025 before a slight reduction toward mid-2025. The increasing negative balance signals substantial stock repurchases or holdings, resulting in significant reductions to equity.
Additional Paid-in Capital
This component remains relatively steady at mid-20% levels throughout the periods, fluctuating without a clear directional trend. It suggests stable capital contributions above par value without major injections or reductions.
Retained Earnings
Retained earnings show fluctuations, generally ranging between 96% and 134%, with an upward trend toward the later periods. There are intermittent decreases, but overall growth suggests accumulated profitability or earnings retention over time.
Accumulated Other Comprehensive Loss
This account remains a small negative percentage, fluctuating mildly between approximately -0.5% and -1.4%, showing persistent but modest accumulated losses from other comprehensive income items.
Stockholders’ Equity (Deficit)
Stockholders’ equity declines markedly, moving from a positive 21.45% in early 2020 to a negative equity position from early 2023 onwards, reaching around -22.48% by March 2025. This decline reflects growing liabilities exceeding equity, a concern for financial stability.
Total Liabilities and Stockholders’ Equity (Deficit)
By definition, this totals 100% each period, serving as the baseline for all ratios.