Wyndham Hotels Q2 net income beats estimates, raises FY guidance

Wyndham Hotels & Resorts

22/07/2026 21:44

    

    Overview
  
Adjusted EPS and adjusted net income for Q2 beat analyst expectations
US hotel franchisor's Q2 revenue declined and missed analyst expectations
Company raised full-year outlook and reported 4% system size and pipeline growth, excluding Revo

    

    Outlook
  
Wyndham raises 2026 adjusted diluted EPS outlook to $4.71-$4.83 from $4.62-$4.80
Company now sees 2026 adjusted net income of $355-$365 mln, up from $351-$365 mln
Wyndham increases 2026 global RevPAR growth forecast to 0.0%-1.0% from (1.0%)-1.0%

    

    Result Drivers
  
REVENUE DECLINE DRIVERS - Q2 revenue fell due to the absence of pass-through revenues from the prior-year franchisee conference, lower other franchise fees, and deferral of fees from Revo, partially offset by higher ancillary revenues and 4% global net rooms growth (ex. Revo)
U.S. REVPAR GROWTH - U.S. RevPAR rose 2% year-over-year, driven by improved occupancy and average daily rates, with strength in the Midwest, Texas, Florida, and California
INTERNATIONAL REVPAR DECLINE - International RevPAR dropped 6%, with declines in Latin America, EMEA, and China due to lower U.S. cross-border demand, geopolitical conflict in the Middle East, and deflationary pricing pressure in China

    
Company press release: ID:nPnbwBd3Ra

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q2 Revenue
Miss
$375 mln
$402.08 mln (10 Analysts)
Q2 Adjusted EPS
Beat
$1.48
$1.41 (13 Analysts)
Q2 EPS
 
$1.36
 
Q2 Adjusted Net Income
Beat
$111 mln
$106.29 mln (9 Analysts)
Q2 Net Income
 
$102 mln
 
Q2 Adjusted EBITDA
Beat
$212 mln
$205.91 mln (11 Analysts)

    

    Analyst Coverage
  
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "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 Wyndham Hotels & Resorts Inc is $100.00, about 32.1% above its July 21 closing price of $75.72
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 16 three months ago

    

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(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.)