Hilton beats Q3 adjusted EPS estimates, net income rises

Hilton Worldwide Holdings

27/10/2026 10:12

Overview
Hotel operator topped analysts' expectations for Q3 adjusted EPS
Net income rose to $536 mln from $420 mln a year earlier
Company repurchased 2.6 mln shares, returning $879 mln to shareholders in Q3

Outlook
Hilton projects 2026 system-wide RevPAR growth of 4.0%-4.5% compared to 2025
Company forecasts 2026 adjusted EBITDA between $4.06 bln and $4.08 bln, incorporating lower Middle East performance expectations
Fourth-quarter 2026 RevPAR growth seen at 3.0%-3.5%

Result Drivers
REVPAR GROWTH - Q3 RevPAR rose 5.8% year-on-year, driven by higher occupancy and average daily rates
FEE REVENUE INCREASE - Management and franchise fee revenues grew 9.5% from a year earlier
NET UNIT GROWTH - Company added 23,000 net additional rooms in Q3, up 6.5% sequentially, contributing to 6.0% net unit growth from a year earlier

Company press release: ID:nBw4r3dTba

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
 
$3.33 bln
 
Q3 Adjusted EPS
Beat
$2.45
$2.36 (20 Analysts)
Q3 EPS
 
$2.37
 
Q3 Net Income
 
$536 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 12 "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 Hilton Worldwide Holdings Inc. is $360.00, about 2.3% above its October 26 closing price of $351.89
The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 34 three months ago

Reuters Recommended Reads
Oct 26 - India's ITC Hotels posts higher quarterly profit on rising room sales
Oct 26 - UK hostel operator Safestay exploring more property sales to boost liquidity, shares tumble

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.)