other material
confidence high
sentiment positive
materiality 0.75
Hyatt targets 11-16% Adj. EBITDA CAGR through 2028, adds $1B to buyback
Hyatt Hotels Corp
- 2028 illustrative outlook: Adj. EBITDA $1.4B-$1.585B (11-16% CAGR); Adj. FCF $775M-$875M (14-18% CAGR).
- Gross fees CAGR 9-13% to $1.545B-$1.71B; net rooms growth 6-8% CAGR through 2028.
- Board authorized $1B additional share repurchase, bringing total authorization to ~$1.5B.
- Reaffirmed 2026 fiscal year outlook (from April 30, 2026) including 2025 base figures.
- Strategy driven by premium positioning, asset-light model, and global footprint expansion.