Inferra AI / Company / H
Hyatt Hotels Corp
H · Consumer Discretionary
Last earnings Oct 29, 2026
Key results
EPSquarter
$0.60
Diluted EPS was $0.60 and
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted EPSquarter
$1.27
Adjusted Diluted EPS was $1.27 Net income attributable to Hyatt Hotels Corporation was $58 million and
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net incomequarter
$58 million
Adjusted Diluted EPS was $1.27 Net income attributable to Hyatt Hotels Corporation was $58 million and
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted net incomequarter
$122 million
Adjusted Net Income was $122 million Gross fees were $327 million, an increase of 15.2%, compared to the third quarter of 2025 Adjusted EBITDA was $295 million, an increase of 6.2%, compared to the third quarter of 2025
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted free cash flowquarter
22%
(41)% Adjusted Free Cash Flow 1 $580 - $630 $474 22% to 33% Capital Returns to Shareholders 4 $375 - $425 1 Refer to the tables on page A-12 for a reconciliation of estimated net income attributable to Hyatt Hotels Corporation to Adjusted EBITDA, G A expenses to Adjusted G A Expenses, and net cash provided by operating activities to Free Cash Flow and Adjusted Free Cash Flow.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Revenueytd
$258 million
During Q3 2026 and YTD 2026, this fund activity was recognized in revenues for reimbursed costs ($258 million and $730 million, respectively), reimbursed costs ($245 million and $722 million, respectively), depreciation and amortization expenses ($4 million and $12 million, respectively), and other income (loss), net ($8 million and $22 million, respectively).
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
RevenueQ3 2026
$730 million
During Q3 2026 and YTD 2026, this fund activity was recognized in revenues for reimbursed costs ($258 million and $730 million, respectively), reimbursed costs ($245 million and $722 million, respectively), depreciation and amortization expenses ($4 million and $12 million, respectively), and other income (loss), net ($8 million and $22 million, respectively).
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
During Q3 2025 and YTD 2025, this fund activity was recognized in revenues for reimbursed costs ($210 million and $622 million, respectively), reimbursed costs ($208 million and $631 million, respectively), depreciation and amortization expenses ($6 million and $15 million, respectively), and other income (loss), net ($6 million and $19 million, respectively).
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
GROWTH GROSS FEE revenuequarter
7.0%
T H O M P S O N P A L M S P R I N G S 8 9 COMPOUNDING FREE CASH FLOW & LONG-TERM SHAREHOLDER VALUE P R E M I U M R E V P A R G R O W T H C O M P O U N D I N G F E E G R O W T H I N D U S T R Y - L E A D I N G N E T R O O M S G R O W T H S C H L O S S R O X B U R G H E HYATT S DIFFERENTIATION DRIVES DURABLE GROWTH DEMONSTRATED TRACK RECORD OF DELIVERING STRONG RESULTS Z É L I A H A L K I D I K I 10 +7.0% CAGR +14.0% CAGR +1,300 bps NET ROOMS GROWTH GROSS FEE REVENUE ADJ.
SEC original ↗Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026
Free cash flowquarter
55%
FREE CASH FLOW ASSET-LIGHT EARNINGS MIX 2 +55% Adj.
SEC original ↗Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026
AI analysis
Q3 2026 · reported Oct 29, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $0.60 | $1.14 | — |
| Adjusted EPS | $1.27 | $1.14 | — |
| Net income | $58 million | $110 million | — |
| Adjusted net income | $122 million | $110 million | — |
| Adjusted free cash flow | 22% | 22% | — |
| Revenue | $730 million | $472 million | — |
| GROWTH GROSS FEE revenue | 7.0% | 7.0% | — |
| Free cash flow | 55% | 55% | — |
Guidance · company-stated
Direction: Lowered
“The increase in the System-Wide Hotels RevPAR growth outlook reflects the strong third quarter performance and sustained momentum following the Labor Day holiday.”
“The Adjusted EBITDA outlook reflects the strong Gross Fees outlook, partially offset by an expected decline of approximately $30 million in Distribution segment Adjusted EBITDA for the full year compared to 2025, a $5 million incremental decline compared to our prior outlook, driven by lower demand in Mexico.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
The Company repurchased $147 million of Class A common stock during the third quarter.
Event summary
Hyatt Hotels Corp Q3 2026 — Diluted EPS was $0.60 and
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Guidance & outlook
Direction: Lowered
Company outlook: “The increase in the System-Wide Hotels RevPAR growth outlook reflects the strong third quarter performance and sustained momentum following the Labor Day holiday.”
Company outlook: “The Adjusted EBITDA outlook reflects the strong Gross Fees outlook, partially offset by an expected decline of approximately $30 million in Distribution segment Adjusted EBITDA for the full year compared to 2025, a $5 million incremental decline compared to our prior outlook, driven by lower demand in Mexico.”
Company outlook — Raised (“increase”)
“The increase in the System-Wide Hotels RevPAR growth outlook reflects the strong third quarter performance and sustained momentum following the Labor Day holiday.”
Company outlook — Lowered (“lower”)
“The Gross Fees outlook reflects the strength in the core fee business, offsetting the temporary impacts from lower demand in Mexico, the conflict in the Middle East, and the timing of certain hotel openings.”
Company outlook — Lowered (“lower”)
“The Adjusted EBITDA outlook reflects the strong Gross Fees outlook, partially offset by an expected decline of approximately $30 million in Distribution segment Adjusted EBITDA for the full year compared to 2025, a $5 million incremental decline compared to our prior outlook, driven by lower demand in Mexico.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company repurchased $147 million of Class A common stock during the third quarter.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Remaining share repurchase authorization as of September 30, 2026 totaled approximately $1.4 billion.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
The Company's board of directors has declared a cash dividend of $0.15 per share for the fourth quarter of 2026.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
The dividend is payable on December 7, 2026 to Class A and Class B stockholders of record as of November 23, 2026.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
4 The Company expects to return capital to shareholders through a combination of cash dividends on its common stock and share repurchases.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These statements include statements about the Company's plans, strategies, outlook, the number of properties we expect to open in the future, the expected timing and payment of dividends, the Company's 2026 outlook, including the Company's expected System-wide Hotels RevPAR Growth, Net Rooms Growth, Net Income, Gross Fees, Adjusted G A Expenses, Adjusted EBITDA, Capital Expenditures, and Adjusted Free Cash Flow, expected capital returns to shareholders, financial performance, prospective or future events and involve known and unknown risks that are difficult to predict.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Strategy & priorities
These statements include statements about the Company's plans, strategies, outlook, the number of properties we expect to open in the future, the expected timing and payment of dividends, the Company's 2026 outlook, including the Company's expected System-wide Hotels RevPAR Growth, Net Rooms Growth, Net Income, Gross Fees, Adjusted G A Expenses, Adjusted EBITDA, Capital Expenditures, and Adjusted Free Cash Flow, expected capital returns to shareholders, financial performance, prospective or future events and involve known and unknown risks that are difficult to predict.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Our board of directors and executive management team focus on Adjusted EBITDA as one of the key performance and compensation measures both on a segment and on a consolidated basis.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These statements include statements about the Company's plans, strategies, outlook, the number of properties we expect to open in the future, the expected timing and payment of dividends, the Company's 2026 outlook, including the Company's expected System-wide Hotels RevPAR Growth, Net Rooms Growth, Net Income, Gross Fees, Adjusted G&A Expenses, Adjusted EBITDA, Capital Expenditures, and Adjusted Free Cash Flow, expected capital returns to shareholders, financial performance, prospective or future events and involve known and unknown risks that are difficult to predict.
SEC original ↗Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026
#1 World 's Largest Port fo l io of Luxury Branded Rooms in Resort Locat ions 2 GLOBAL HOSPITALITY COMPANY FOCUSED ON SERVING THE HIGH-END TRAVELER Source Notes: Slide Updated Quarterly Countries, Rooms, Hotel count, and Pipeline linked to ER body and Consolidations workbook.
SEC original ↗Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026
EBITDA Target for Investment Grade Rat ing P A R K H Y A T T S H A N G H A I 15 Footnotes: Invest in growth to increase shareholder value Return excess cash to shareholders Maintain an investment-grade profile BALANCED CAPITAL ALLOCATION STRATEGY ENHANCES SHAREHOLDER VALUE WE HAVE AND WILL CONTINUE TO: P A R K H Y A T T P A R I S - V E N D Ô M E 16 Footnotes: 1 Fourth quarter dividend payable on December 7, 2026 to shareholders of record as of November 23, 2026.
SEC original ↗Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026
What changed vs prior quarter
Guidance direction — prior quarter: Reiterated; this quarter: Lowered
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Hyatt Hotels Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Earnings deck slides
0 decks with slide viewHyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Hyatt Hotels Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KH
Oct 29, 2026
- Q2 2026
- 10-QH
Jul 30, 2026
- 8-KH
Jul 30, 2026
- Q1 2026
- 8-KH
May 28, 2026
- 8-KH
May 22, 2026
- 10-QH
Apr 30, 2026
- 8-KH
Apr 30, 2026
- Q4 2025
- 8-KH
Mar 27, 2026
- 8-KH
Feb 17, 2026
- 10-KH
Feb 13, 2026
- 8-KH
Feb 12, 2026
- Q3 2025
- 8-KH
Dec 30, 2025
- EX-99H
Dec 30, 2025
- 8-KH
Nov 26, 2025
- 8-KH
Nov 17, 2025
- 8-KH
Nov 7, 2025
- 10-QH
Nov 6, 2025
- 8-KH
Nov 6, 2025
- 8-KH
Oct 30, 2025
- Q2 2025
- 8-K/AH
Aug 27, 2025
- 10-QH
Aug 8, 2025
- 8-KH
Aug 7, 2025
- 8-KH
Jul 3, 2025
- Q1 2025
- 8-KH
Jun 30, 2025
- 8-KH
Jun 17, 2025
- 8-KH
May 23, 2025
- 8-KH
May 16, 2025
- 10-QH
May 1, 2025
- 8-KH
May 1, 2025
- 8-KH
Apr 14, 2025
- 8-KH
Apr 3, 2025
- Q4 2024
- 8-KH
Mar 26, 2025
Earnings releases
10 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Hyatt Hotels Corp are held in this edition of the library.
Mentioned by
6 companiesOther tracked companies whose held documents mention Hyatt Hotels Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“ management… …(LOSSES) PER CLASS A AND CLASS B SHARE: Net income (loss) attributable to Hyatt Hotels Corporation—Basic $ 1.17 $ (0.03) $ 1.57 $ 0.17 Net income (loss) attributable to Hyatt Hotels Corporation—Diluted … …Expenses 1 $440 - $450 $445”
“ 0001468174… …(LOSSES) PER CLASS A AND CLASS B SHARE: Net income (loss) attributable to Hyatt Hotels Corporation—Basic $ ( 0.03 ) $ 3.55 $ 0.17 $ 8.64 Net income (loss) attributable to Hyatt Hotels Corporation—Diluted… …of equity method and other”
“01. Completion of Acquisition or Disposition of Assets As previously disclosed by Hyatt Hotels Corporation (“ Hyatt ”), on… …except to the extent required by applicable law. If we update one or more forward-looking statements, no inference sh”
“ management… …(LOSSES) PER CLASS A AND CLASS B SHARE: Net income (loss) attributable to Hyatt Hotels Corporation—Basic $ 1.17 $ (0.03) $ 1.57 $ 0.17 Net income (loss) attributable to Hyatt Hotels Corporation—Diluted … …Expenses 1 $440 - $450 $445”
“ $1 billion increase in share repurchase authorization CHICAGO, IL – May 28, 2026 – Hyatt Hotels Corporation (the “Company”) (NYSE: H)… …levels of economic growth; the rate and pace of economic recovery following economic downturns; global supp”
“$325 million … … EARNINGS PER CLASS A AND CLASS B SHARE: Net income attributable to Hyatt Hotels Corporation—Basic $ 0.41 $ 0.20 Net income attributable to Hyatt Hotels Corporation—Diluted $ 0.40 $ 0.19 Basic… …Expenses 1 $440 - $450 $445”
See also the earnings calendar for every tracked company’s next earnings date.