earnings
confidence high
sentiment positive
materiality 0.80
Hilton Q4 adjusted EPS $2.08, RevPAR +0.5%; guides 2026 RevPAR +1-2% and $3.5B capital return
Hilton Worldwide Holdings Inc.
2025-FY EPS
reported $6.12
vs consensus $2.04
▲ beat
(+200.0%)
- Q4 net income $298M, adjusted EPS $2.08; full-year net income $1,461M, adjusted EPS $8.11.
- System-wide comparable RevPAR +0.5% Q4, +0.4% FY 2025; ADR up, occupancy down modestly.
- Development pipeline record 520,500 rooms (+4% YoY); net unit growth 6.7% in 2025.
- Issued $1.0B 5.500% senior notes due 2034; redeemed $500M 5.750% notes due 2028.
- 2026 outlook: RevPAR +1-2%, net income $1,982-2,011M, adj. EBITDA $4,000-4,040M, capital return ~$3.5B.