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Wyndham Hotels & Resorts Inc (WH)
NYSE:WH
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.86Last Year’s EPS
0.86Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong strategic and operational momentum: record organic room openings, a larger/higher‑quality development pipeline, robust ancillary revenue growth, solid free cash flow generation and active capital returns. Technology and AI deployments are already producing direct booking gains and cost efficiencies. Offsetting these positives are persistent RevPAR pressure (notably in China and certain large U.S. states), a material insolvency‑related non‑cash charge (~$160M) tied to a major European franchisee and near‑term timing headwinds from legacy room terminations and marketing fund timing. Management provided a constructive 2026 outlook with modest EBITDA and EPS growth assumptions and continued shareholder capital return capacity. Overall, strengths in growth, cash generation and digital initiatives meaningfully outweigh the headline operational and regional revenue challenges.Company Guidance
Record Organic Room Additions and Pipeline Growth
Opened a record 72,000 rooms in 2025 (largest organic room additions in company history), 13% more than 2024; global development pipeline increased ~3% to nearly 260,000 rooms and >2,200 hotels; signed ~870 deals (18 more than 2024) driving long‑term economics.
Net Room Growth and System Expansion
Full‑year net room growth of 4% overall; international net rooms up 9% with EMEA +8%, Latin America & Caribbean +5%, Southeast Asia & Pacific Rim +11%, and Mainland China direct franchising +14%.
Ancillary Revenue Momentum
Ancillary fees increased 19% in Q4 and 15% for the full year 2025, slightly ahead of expectations; management expects low‑ to mid‑teens ancillary revenue growth in 2026 driven by co‑brand card programs, Wyndham Rewards Insider, and other partnerships.
Strong Cash Generation and Returns to Shareholders
Adjusted free cash flow of $433M for full year 2025 (Q4 $168M) with adjusted EBITDA to free cash flow conversion ~60%; returned $393M to shareholders in 2025 ($127M dividends, $266M buybacks); Board increased quarterly dividend by 5% to $0.43 per share.
Resilient Adjusted EBITDA and EPS on Comparable Basis
Full‑year adjusted EBITDA of $718M and fee‑related & other revenues of ~$1.43B; comparable full‑year adjusted EBITDA grew ~4% and adjusted diluted EPS increased ~6% to $4.58 (comparable basis). Q4 adjusted EBITDA was $165M and increased ~2% on a comparable basis despite RevPAR headwinds.
Development Economics Improving
Openings are entering at higher fee par: openings entering system at a fee par premium nearly 40% above current system; pipeline carrying average fee par premium ~30% domestically and ~20% internationally versus existing system; 2025 development advances spend $105M (Q4 $32M).
Technology / AI Adoption Driving Direct Bookings and Cost Savings
Deploying ~350 agentic AI agents handling millions of guest calls/reservation requests, generating hundreds of basis points of additional direct bookings and reducing on‑property labor costs for franchisees; connected to partners (Google AI Mode, Anthropic/Claude) with live click‑to‑book experiences.
2026 Financial Outlook with Modest Growth
Guidance for 2026: global net room growth ~4–4.5%; global RevPAR guidance between +0.5 to -1.5 points; fee‑related & other revenues $1.46B–$1.49B; adjusted EBITDA $730M–$745M (2–4% YoY growth; 5–7% ex one‑time items); adjusted diluted EPS $4.62–$4.80; free cash flow conversion before development advances 55–60%.
WH 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
WH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $80.24 | $84.71 | +5.57% |
Oct 22, 2025 | $79.96 | $75.59 | -5.46% |
Jul 23, 2025 | $85.26 | $87.92 | +3.12% |
Apr 30, 2025 | $84.02 | $84.07 | +0.07% |
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 Wyndham Hotels & Resorts Inc (WH) report earnings?
Wyndham Hotels & Resorts Inc (WH) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Wyndham Hotels & Resorts Inc (WH) earnings time?
Wyndham Hotels & Resorts Inc (WH) earnings time is at Apr 29, 2026, Before Open (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 WH EPS forecast?
WH EPS forecast for the fiscal quarter 2026 (Q1) is 0.86.