Hyatt Hotels Corp (H)
NYSE:H
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.9Last Year’s EPS
0.68Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear operational and commercial strengths — above‑expectation RevPAR growth, robust loyalty expansion, a record development pipeline, fee and incentive fee growth, raised revenue outlooks and strong liquidity/capital return plans. These positive drivers outweigh region‑specific and timing headwinds (Middle East conflict, Jamaica closures, Mexico security disruption, distribution segment softness and a few delayed asset sales), which management characterizes as isolated and manageable. Overall, the company reaffirmed confidence in its fee‑driven model and growth trajectory while acknowledging modest near‑term impacts in certain regions and segments.Company Guidance
System-wide RevPAR Growth Exceeds Expectations
System‑wide RevPAR increased 5.4% in Q1 2026, driven by strength in luxury brands and premium leisure demand.
U.S. and International RevPAR Strength
U.S. RevPAR grew 3.3% in Q1; international RevPAR rose over 8% with Greater China >12%, Asia Pacific ex‑China ~11% and Europe +7.5%.
Premium Leisure and Business/Group Demand
Leisure demand from premium customers increased approximately 7% YoY; business transient RevPAR was up ~2.4% and group RevPAR rose (company noted nearly 4% system‑wide; U.S. group RevPAR +1.2% in Q1).
Loyalty Program Momentum
World of Hyatt membership reached ~66 million (+18% YoY); members accounted for nearly half of occupied rooms and spend nearly 2x that of nonmembers.
Record Development Pipeline and Net Rooms Growth
Record pipeline of ~151,000 rooms (+>9% YoY); Essentials Brand Group pipeline up nearly 25% YoY. Net rooms growth was 5% in Q1 with full‑year guidance of 6%–7%.
Fee Revenue and Fee‑Related Profitability
Gross fees increased ~9% to $333M in Q1; incentive fees grew ~14%, reflecting strong hotel‑level profitability and contributions from newly opened hotels and Playa management agreements.
Raised and Maintained Full‑Year Financial Outlook
Company raised full‑year system‑wide RevPAR outlook to 2%–4% (U.S. 2%–3%), increased gross fees outlook to +9%–11% ($1.305B–$1.335B), and expects adjusted EBITDA growth of 13%–18% ($1.155B–$1.205B).
Free Cash Flow, Liquidity and Capital Returns
Adjusted free cash flow outlook raised to $580M–$630M (up 20%–30%); total liquidity of ~$2.2B (including $1.5B revolver capacity); returned ~$149M to shareholders in Q1 (repurchased $135M of Class A) and $543M remains under repurchase authorization.
Strong Brand & Openings Momentum
Notable lifestyle openings (Anda Lisbon, Diana's Shanghai ITC, Livingston Brooklyn); strong uptake in Essentials brands (Studios, Select, unscripted) with conversions and new markets expanding footprint.
Technology & AI Progress
Company reports meaningful AI/technology adoption driving revenue‑focused initiatives and productivity gains, supporting targeted customer engagement and commercial performance.
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 |
|---|---|---|---|
Apr 30, 2026 | $158.91 | $167.57 | +5.45% |
Feb 12, 2026 | $168.47 | $168.91 | +0.26% |
Nov 06, 2025 | $137.74 | $146.09 | +6.07% |
Aug 07, 2025 | $135.65 | $138.69 | +2.24% |
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 Aug 11, 2026, After Close (Confirmed).
What is Hyatt Hotels Corp (H) earnings time?
Hyatt Hotels Corp (H) earnings time is at Aug 11, 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 (Q2) is 0.9.