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Hilton Worldwide Holdings (HLT)
NYSE:HLT
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.93Last Year’s EPS
1.72Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple material positives: record adjusted EBITDA, strong development and conversion momentum, a record pipeline (520k+ rooms), robust shareholder returns ($3.3B in 2025 and ~$3.5B expected in 2026), and improving booking trends heading into 2026. Offsetting items include region-specific weaknesses (U.S. business transient and China group demand), earlier-than-expected RevPAR softness, and near-term EPS pressure from higher leverage/interest. On balance, the company emphasized accelerating momentum into 2026 with growth drivers in EMEA, APAC recovery (ex-China), and sustained unit growth under a capital-light model.Company Guidance
Record Adjusted EBITDA and Strong Profitability
Full-year 2025 adjusted EBITDA reached a record $3.7 billion, up 9% year over year. Fourth-quarter adjusted EBITDA was $946 million, up 10% year over year and above the high end of guidance. Diluted EPS (adjusted for special items) for Q4 was $2.08.
Solid RevPAR Performance and Segment Gains
System-wide RevPAR for full-year 2025 increased 40 basis points year over year; Q4 system-wide RevPAR rose 50 basis points. December RevPAR was up 1.7% with decelerating seasonal strength. Leisure transient RevPAR (Q4) up 2.3% and group RevPAR (Q4) up 2.6%.
Outstanding Development and Pipeline Momentum
Opened nearly 200 hotels (~26,000 rooms) in Q4 and added nearly 100,000 rooms for the full year, delivering full-year net unit growth of 6.7% (biggest year of organic openings). Pipeline surpassed a record 520,000 rooms, and rooms under construction represent ~1 in 5 global hotel rooms slated for Hilton. Company expects sustained net unit growth of 6%–7% for 2026 and beyond.
Conversion-Led Growth and Brand Expansion
Conversions accounted for roughly 40% of room openings in 2025, demonstrating conversion momentum. Launched new brands (Apartment Collection by Hilton, Outset Collection) and plans additional brand launches later in the year; luxury & lifestyle expansion (1,000th luxury/lifestyle hotel opened) and lifestyle comprised ~30% of Q4 openings.
Regional Strength and Recovery Signs
EMEA and MEA demonstrated strong performance: Europe RevPAR +5.3% (Q4) and Middle East & Africa RevPAR +15.9% (Q4). Asia Pacific ex-China RevPAR +9.2% (Q4). Management highlighted improving trends entering 2026, including stronger group bookings and business transient picking up.
Non-RevPAR Fee Growth and Commercial Momentum
Management and franchise fees grew 7.4% year over year in Q4. Company indicated non-RevPAR-driven fees (credit card, timeshare, purchasing) continue to grow above algorithm, contributing to fee income strength.
Capital Return and Shareholder-Friendly Actions
Returned $3.3 billion to shareholders in 2025 (the highest total capital return in company history). Q4 cash dividend of $0.15 per share; Board authorized quarterly dividend of $0.15. Company expects to return approximately $3.5 billion to shareholders in 2026 (buybacks and dividends).
Guidance and Early-2026 Visibility
Provided FY2026 guidance: system-wide RevPAR growth of 1%–2%, adjusted EBITDA of $4.00B–$4.04B, and diluted EPS (adjusted) $8.65–$8.77. Q1 2026 RevPAR expected around +12% year over year (management cites storm impacts included); Q1 adjusted EBITDA guidance $875M–$895M and EPS $1.91–$1.97, with good early visibility into bookings.
HLT 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
HLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $323.55 | $324.98 | +0.44% |
Oct 22, 2025 | $265.68 | $274.77 | +3.42% |
Jul 23, 2025 | $273.41 | $266.43 | -2.55% |
Apr 29, 2025 | $221.12 | $225.91 | +2.17% |
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 Hilton Worldwide Holdings (HLT) report earnings?
Hilton Worldwide Holdings (HLT) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Hilton Worldwide Holdings (HLT) earnings time?
Hilton Worldwide Holdings (HLT) earnings time is at May 05, 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 HLT EPS forecast?
HLT EPS forecast for the fiscal quarter 2026 (Q1) is 1.93.
