earnings
confidence high
sentiment positive
materiality 0.75
Marriott Q2 2026: Adj EPS $3.19 beats $2.65 YoY; raises FY RevPAR growth guidance to 3-3.5%
MARRIOTT INTERNATIONAL INC /MD/
- Q2 global RevPAR +3.4% (US & Canada +5.0%, international -0.5%); reported diluted EPS $2.90, adjusted $3.19.
- Net rooms added ~17,900; pipeline record ~629,000 rooms (+7% YoY); net rooms grew 4.5% YoY.
- Repurchased 3.0M shares for $1.1B in Q2; YTD returned ~$2.6B to shareholders via dividends and buybacks.
- Raised FY 2026 global RevPAR growth guidance to 3.0-3.5% (from prior); Q3 guidance 3.5-4.0%.
- Adjusted EBITDA $1,592M (+13% YoY); adjusted net income $844M vs $728M; includes $68M impairment and $27M litigation accrual.