earnings
confidence high
sentiment positive
materiality 0.85
Marriott Q4 adj. EPS $2.58, RevPAR +1.9%; FY2026 guide: RevPAR +1.5-2.5%, capital returns >$4.3B
MARRIOTT INTERNATIONAL INC /MD/
2025-FY EPS
reported $9.51
vs consensus $2.64
▲ beat
(+260.7%)
- Q4 adj. EBITDA $1,402M (+9% YoY); adj. diluted EPS $2.58 vs $2.45 YoY.
- Full-year 2025 net rooms +4.3% (73,600 added); pipeline record ~610,000 rooms, +6% YoY.
- FY2026 guidance: worldwide RevPAR +1.5-2.5%, net rooms +4.5-5%, adj. EPS $11.32-$11.57, capital returns >$4.3B.
- Co-branded card fees expected to rise ~35% in 2026, excluding ongoing U.S. renegotiation.
- Returned >$4.0B to shareholders in 2025 through dividends and share repurchases.