The earnings call presented a mostly positive outlook for Hyatt with key achievements in acquisitions, loyalty program growth, and brand expansion. However, there were challenges in business transient demand and cautious sentiment in China. Despite these lowlights, the strategic moves towards an asset-light model and strong performance in luxury segments create a favorable outlook.

Company Guidance

During the Hyatt Second Quarter 2025 Earnings Conference Call, the company provided several metrics and insights into its recent performance and future outlook. Hyatt announced a system-wide RevPAR growth of 1.6% for the quarter, adjusted to 2.2% when accounting for the Easter shift. In 2026, management fees are expected to increase by $60 million to $65 million, following the company's acquisition of Playa Hotels & Resorts and subsequent real estate sale. Additionally, the company achieved net rooms growth of 11.8% during the quarter, with a pipeline expansion of approximately 140,000 rooms. Gross fees in the quarter rose by 9.5% to $301 million, while adjusted EBITDA reached $303 million, marking a 9% increase after adjusting for asset sales. Hyatt anticipates maintaining a net rooms growth outlook of 6% to 7% for the full year, excluding Playa acquisition impacts, and expects adjusted EBITDA for 2025 to be between $1.085 billion to $1.13 billion. The company reiterated its commitment to an asset-light business model, aiming for asset-light earnings to surpass 90% by 2027.

Acquisition of Playa Hotels & Resorts

Hyatt successfully closed the acquisition of Playa Hotels & Resorts, adding 15 all-inclusive resorts to its portfolio. The acquisition is expected to be accretive to shareholders in the first full year and demonstrates a commitment to an asset-light business model.

Strong RevPAR Growth in Luxury Brands

System-wide RevPAR growth was 1.6% for the quarter, with luxury brands experiencing a growth of over 5%. All-inclusive net package RevPAR increased 6% in the Americas compared to the previous year.

Increase in World of Hyatt Membership

The World of Hyatt loyalty program saw a 21% increase in membership compared to the second quarter of 2024, ending the quarter with over 58 million members.

Net Rooms Growth and Pipeline Expansion

Hyatt achieved net rooms growth of 11.8% during the quarter, including 2,600 rooms from the Playa acquisition. The development pipeline increased by 8% over last year, with signings up over 30%.

Introduction of Unscripted by Hyatt

Hyatt introduced a new brand, Unscripted by Hyatt, designed to unlock growth through conversion-friendly opportunities in the upscale and upper mid-scale segments.

Hyatt Hotels (H) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

H Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.54 / -	0.94	―	―	―
Aug 07, 2025	2025 (Q2)	0.64 / 0.68	1.53	-55.56% (-0.85)
May 01, 2025	2025 (Q1)	0.33 / 0.46	0.71	-35.21% (-0.25)
Feb 13, 2025	2024 (Q4)	0.75 / 0.42	0.64	-34.38% (-0.22)
Oct 31, 2024	2024 (Q3)	0.96 / 0.94	0.7	34.29% (+0.24)
Aug 06, 2024	2024 (Q2)	0.97 / 1.53	0.82	86.59% (+0.71)
May 09, 2024	2024 (Q1)	0.76 / 0.71	0.41	73.17% (+0.30)
Feb 23, 2024	2023 (Q4)	0.38 / 0.64	2.55	-74.90% (-1.91)
Nov 02, 2023	2023 (Q3)	0.59 / 0.70	0.64	9.37% (+0.06)
Aug 03, 2023	2023 (Q2)	0.85 / 0.82	0.46	78.26% (+0.36)

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
Aug 07, 2025	$135.91	$138.95	+2.24%
May 01, 2025	$112.43	$118.42	+5.33%
Feb 13, 2025	$161.58	$146.90	-9.09%
Oct 31, 2024	$156.44	$144.83	-7.42%

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 Oct 30, 2025, After Close (Confirmed).

What is Hyatt Hotels Corp (H) earnings time?

Hyatt Hotels Corp (H) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 0.54.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing