| MAR |
Report |
Global RevPAR growth |
MISS |
pred ~1.7% vs. cons 2.0% |
MEDIUM |
| MAR |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$1.55B vs. cons $1.54B |
MEDIUM |
| MAR |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.10 vs. cons $3.05 |
MEDIUM |
| MAR |
Guide |
Global RevPAR growth |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
MEDIUM |
| MAR |
Guide |
Adjusted EBITDA |
LOWER |
guide ~$5.94B vs. cons $5.97B (FY2026) |
MEDIUM |
| MAR |
Guide |
Adjusted diluted EPS |
LOWER |
guide ~$11.60 vs. cons $11.66 (FY2026) |
MEDIUM |
| MAR |
Guide |
Net room growth |
UNCHANGED |
guide ~4.75% vs. cons 4.75% (FY2026) |
HIGH |
| MAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| MAR |
Return |
5-day cumulative residual |
-4.8% (FOLLOW-THROUGH) |
An EPS beat of ~$3.10 vs. $3.05 consensus is offset by FY2026 EPS guidance of ~$11.60 vs. $11.66 consensus, implying roughly $8.50 of second-half EPS versus approximately $8.61 embedded in consensus; weaker RevPAR quality and negative out-period revisions should extend the initial decline. |
MEDIUM |