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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Steve Grambling | Morgan Stanley | 6 | 17% |
| Shaun Kelley | Bank of America | 6 | 0% |
| Robin Farley | UBS | 6 | 50% |
| Brandt Montour | Barclays | 6 | 17% |
| Dave Katz | Jefferies | 6 | 0% |
| Lizzie Dove | Goldman Sachs | 6 | 33% |
| Mike Bellisario | Robert W. Baird | 5 | 0% |
| Dan Politzer | JPMorgan | 5 | 0% |
| Steve Pizzella | Deutsche Bank | 4 | 0% |
| Smedes Rose | Citigroup | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 6 | 17% |
| Barclays | 1 | 6 | 17% |
| UBS | 1 | 6 | 50% |
| Deutsche Bank | 2 |
| 6 |
| 0% |
| Goldman Sachs | 1 | 6 | 33% |
| Jefferies | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 0% |
| JPMorgan | 1 | 5 | 0% |
Hilton delivered Q1 adjusted EPS of $2.01 with management and franchise fees growing 10.4% year-over-year, as system-wide RevPAR increased 3.6% driven by a broadening recovery across all segments. Net unit growth of 7.0% kept pace with full-year targets, and the pipeline remained above 560,000 rooms with strong conversion activity. Management raised full-year EPS guidance to $8.79-$8.91 from the prior $8.65-$8.77 midpoint, citing the C-shaped economic convergence driving mid-market demand alongside luxury recovery.
Revenue Growth | Demand | Geographic Expansion | Competitive Dynamics | Macroeconomic | Margin | Capital Allocation | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 4 | 3 | 2 | 2 | 1 |
| 2025Q1 | 5 | 5 | 3 | 2 | 2 | |||
| 2025Q2 | 5 | 2 | 6 | 1 | 1 | 1 | 1 | 2 |
| 2025Q3 | 2 | 4 | 2 | 3 | 2 | 2 | 2 | 1 |
| 2025Q4 | 5 | 4 | 2 | 1 | 1 | 4 | 2 | |
| 2026Q1 | 4 | 3 | 3 | 4 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 5 | 5 | 2 | 5 | 4 |
| Demand | 4 | 5 | 2 | 4 | 4 | 3 |
| Geographic Expansion | 3 | 3 | 6 | 2 | 3 | |
| Competitive Dynamics | 4 | 1 | 3 | 2 | 4 | |
| Macroeconomic | 3 | 2 | 1 | 2 | 1 | 3 |
| Margin | 2 | 2 | 1 | 2 | 1 | 1 |
| Capital Allocation | 2 | 1 | 2 | 4 | ||
| Product Launch | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HLT Hilton Worldwide | 9 | +9.0% | |
| MAR Marriott International | 8 | +6.2% |