Overview

• Global hospitality firm's Q4 adjusted EPS beat analyst expectations

• Q4 adjusted EBITDA missed analyst expectations

• RevPAR growth driven by luxury and upper upscale segments

Outlook

• Hyatt expects 2026 RevPAR growth of 1% to 3%

• Company projects 2026 net rooms growth of 6% to 7%

• Hyatt anticipates 2026 adjusted EBITDA between $1.155 bln and $1.205 bln

Result Drivers

• LUXURY SEGMENT GROWTH - RevPAR growth in Q4 was highest among luxury and upper upscale segments, driven by leisure transient demand

• ALL-INCLUSIVE RESORTS - Net Package RevPAR increased 8.3% in Q4, reflecting strong demand in luxury all-inclusive travel

• GROSS FEES INCREASE - Gross fees rose 4.5% in Q4, driven by newly opened hotels and RevPAR growth outside the U.S.

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the hotels, motels & cruise lines peer group is "buy"

• Wall Street's median 12-month price target for Hyatt Hotels Corp is $175.00, about 3.8% above its February 11 closing price of $168.63

• The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 38 three months ago

Press Release: ID:nBw9nrnpga

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)