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Hyatt Hotels Corp (H)
NYSE:H
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.68Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive and optimistic: management highlighted strong loyalty program growth, industry-leading development momentum, accelerating organic fee growth, successful asset-light transactions (including the ~$2B Playa sale), healthy liquidity and shareholder returns, and confident 2026 guidance for fee and EBITDA growth. The company also acknowledged tangible near-term headwinds—softness in business transient and select-service demand, Distribution segment pressure, and Hurricane Melissa-related disruptions (temporarily closed Jamaica hotels and insurance timing uncertainty)—which are expected to impact parts of 2026. On balance the positives around durable fee growth, net rooms expansion, asset-light transformation and margin/cash-flow outlook substantially outweighed the short-term operational and regional challenges.Company Guidance
System-wide RevPAR Growth in Q4
Fourth quarter system-wide RevPAR increased 4% year-over-year, driven by luxury brands; leisure transient RevPAR rose ~6% and leisure transient at luxury brands grew 9%; group RevPAR increased 3%.
World of Hyatt Loyalty Momentum
World of Hyatt ended 2025 with over 63,000,000 members (+19% vs 2024); members accounted for nearly half of occupied hotel rooms in 2025 and room nights from members with 50+ nights increased 13%.
Industry-leading Net Rooms Growth and Development Pipeline
Net rooms growth of 7.3% in 2025 (6.7% excluding acquisitions); surpassed 1,500 open hotels; record development pipeline of ~148,000 rooms, up >7% vs end of 2024, with strong U.S. signings and traction for new brands (Unscripted, Hyatt Studios, Hyatt Select).
Strong Fee Revenue and Organic Fee Growth
Fourth quarter gross fees rose ~5% to $307,000,000; full-year gross fees increased 9% to $1,198,000,000. Organic gross fees grew at nearly 8% CAGR from 2017–2025.
Asset-Light Transformation and Strategic Dispositions
Sold remaining 14 Playa hotels for approximately $2,000,000,000 (entered into long-term management agreements for 13); since 2017 realized >$5.7B in dispositions (avg multiple 15x), invested ~$4.4B into asset-light platforms (blended <10x); now expect ~90% asset-light earnings in 2026.
Profitability, Liquidity and Capital Returned
Full-year adjusted EBITDA (after adjustments) grew >7%; total liquidity of approximately $2,300,000,000 as of Dec 31 (including $1,500,000,000 revolver capacity); repurchased $114,000,000 of Class A stock in Q4 and returned ~$350,000,000 to shareholders in 2025 with $678,000,000 remaining authorization.
Balance Sheet Actions
Repaid 2026 notes, issued $400,000,000 notes due 2035, and fully repaid $1,700,000,000 delayed draw term loan using Playa proceeds—demonstrating balance sheet activity and deleveraging.
2026 Financial Outlook
Guidance for 2026: system-wide RevPAR growth 1%–3% (U.S. 1%–2%), net rooms growth 6%–7%, gross fees up 8%–11% ($1,295M–$1,335M), adjusted EBITDA growth 13%–17% to $1,155M–$1,205M (after metric change), adjusted free cash flow +20%–30% ($580M–$630M), and planned capital returns of $325M–$375M.
Commercial and Tech Initiatives
Notable AI and digital investments: intent-based native search on hyatt.com improved booking conversion, revenue per booking and length of stay; agentic platforms increased group salesforce productivity (~20%) and are being scaled across the business.
H 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
H Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $168.63 | $169.07 | +0.26% |
Nov 06, 2025 | $137.87 | $146.23 | +6.07% |
Aug 07, 2025 | $135.78 | $138.82 | +2.24% |
May 01, 2025 | $112.33 | $118.31 | +5.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Hyatt Hotels Corp (H) report earnings?
Hyatt Hotels Corp (H) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Hyatt Hotels Corp (H) earnings time?
Hyatt Hotels Corp (H) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is H EPS forecast?
H EPS forecast for the fiscal quarter 2026 (Q1) is 0.68.