| MAR |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.10 vs. cons $3.085 |
MEDIUM |
| MAR |
Report |
Global systemwide RevPAR growth |
BEAT |
pred ~2.2% vs. cons 1.995% |
MEDIUM |
| MAR |
Report |
Gross fees |
IN-LINE |
pred ~$1.557B vs. cons $1.555B |
MEDIUM |
| MAR |
Guide |
FY26 global RevPAR growth |
UNCHANGED |
guide 2.0%-3.0% vs. cons 2.516% |
MEDIUM |
| MAR |
Guide |
FY26 adjusted EPS |
LOWER |
guide $11.38-$11.63 vs. cons $11.663 |
MEDIUM |
| MAR |
Guide |
FY26 gross fees |
LOWER |
guide $5.925B-$5.985B vs. cons $6.000B |
MEDIUM |
| MAR |
Guide |
FY26 adjusted EBITDA |
LOWER |
guide $5.880B-$5.970B vs. cons $5.970B |
MEDIUM |
| MAR |
Guide |
2H26 U.S. & Canada demand tone |
UNCHANGED |
guide positive but slower than 1H vs. qualitative consensus |
LOW |
| MAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| MAR |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — RevPAR beat supports modest revisions despite constrained FY guide |
LOW |