The earnings call presented a mixed outlook with strong growth in specific segments like upper midscale and asset-light models, alongside challenges such as RevPAR decline and uncertainties from tariff issues.

Company Guidance -

Q2 2025

In the first quarter of 2025, H World Group reported a challenging environment for RevPAR, which declined by 3.9% year-over-year, with ADR decreasing by 2.6% and occupancy rates dropping slightly by one percentage point. Despite these pressures, primarily due to an oversupply in the market, the group saw promising growth in leisure travel demand, evidenced by mid-to-high single-digit increases in the number of travelers and total spending during key holidays. H World opened 695 hotels and closed 155, with a pipeline of 2,865 hotels by the quarter's end, focusing on quality improvement. The upper midscale segment saw significant growth, with the number of hotels in operation increasing by 36% year-over-year. The company’s asset-light strategy has been progressing well, with 46% of its hotels now franchised or manachised. Financially, H World Group's revenue grew by 2.2% year-over-year to RMB5.4 billion, aligning with guidance, and adjusted EBITDA rose by 5.3% to RMB1.5 billion. The company maintained a strong cash position of RMB11.8 billion. Looking ahead, H World expects group revenue to grow 1% to 5% in Q2 2025, driven by an 18% to 22% growth in manachised and franchised revenue.

Expansion in Upper Midscale Segment

The number of upper midscale hotels in operation increased by 36% year-over-year to 933, and the pipeline grew by 22% year-over-year to 523.

Robust Membership Growth

The member base increased to nearly 280 million, with room nights generated through the central reservation system accounting for 65.1%, up 5.4 percentage points year-over-year.

Improvement in Asset-Light Model

Manachised and Franchised hotel percentage increased to 46% from 38% in the previous year. Asset-light hotels in the pipeline increased to 57%.

Strong Growth in Manachised and Franchised Revenue

Manachised and Franchised business achieved a robust growth of 21.1% year-over-year, driven by strong network expansion.

Legacy-DH RevPAR Improvement

RevPAR of Legacy-DH improved 12.7% with ADR up 2.8% and occupancy increased by 5.3 percentage points, with strong performance in North Africa and Middle East.

H World Group (HTHT) 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

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HTHT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 26, 2025	2025 (Q2)	0.52 / -	0.458	―	―	―
May 20, 2025	2025 (Q1)	0.35 / 0.35	0.334	3.33% (+0.01)
Mar 20, 2025	2024 (Q4)	0.32 / 0.14	0.284	-49.51% (-0.14)
Nov 26, 2024	2024 (Q3)	0.60 / 0.60	0.589	1.42% (<+0.01)
Aug 20, 2024	2024 (Q2)	0.52 / 0.46	0.455	0.61% (<+0.01)
May 17, 2024	2024 (Q1)	0.26 / 0.33	0.43	-22.33% (-0.10)
Mar 20, 2024	2023 (Q4)	0.32 / 0.28	-0.114	348.78% (+0.40)
Nov 24, 2023	2023 (Q3)	0.53 / 0.59	-0.168	449.59% (+0.76)
Aug 25, 2023	2023 (Q2)	0.37 / 0.46	-0.038	1311.11% (+0.49)
May 29, 2023	2023 (Q1)	0.03 / 0.43	-0.281	252.97% (+0.71)

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

HTHT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 20, 2025	$37.11	$36.46	-1.75%
Mar 20, 2025	$36.88	$36.55	-0.89%
Nov 26, 2024	$34.08	$32.08	-5.87%
Aug 20, 2024	$28.12	$26.82	-4.62%

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 H World Group Limited (HTHT) report earnings?

H World Group Limited (HTHT) is schdueled to report earning on Aug 26, 2025, After Close (Confirmed).

What is H World Group Limited (HTHT) earnings time?

H World Group Limited (HTHT) earnings time is at Aug 26, 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 HTHT EPS forecast?

HTHT EPS forecast for the fiscal quarter 2025 (Q2) is 0.52.

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