Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our customers are really loving particularly with the SLH relationship.”
Hilton's partnership with Small Luxury Hotels of the World expands luxury redemption options that Honors members are engaging with strongly.
“We're working with many of all the big players out there, the OpenAI, the jet, you know, Google. We're working with all of them.”
Hilton is developing distribution connectivity with OpenAI among other AI platforms for AI-enabled travel search and booking.
“We're working with many of all the big players out there, the OpenAI, the jet, you know, Google. We're working with all of them.”
Hilton is building distribution connectivity with major AI platforms including Google, testing agentic travel booking integrations.
“we have a fantastic credit card program that continues to be among the best and most popular cards in our industry and with Amex.”
American Express is Hilton's dominant co-brand credit card partner, a program growing above algorithm and driving customer engagement, a read-through for Amex's co-brand card economics.
“As a result of the SLH deal, which was 100% capital light deal. We have 600 dots on the map.”
Hilton credits its capital-light partnership with Small Luxury Hotels of the World (SLH) for adding ~600 luxury properties to its network.
“The SLH deal is working really, really well in terms of what the metrics that the owners are -- the benefit that the owners that SLH are getting and the benefit that our Hilton Honors members are getting that we anticipated”
Hilton's partnership with Small Luxury Hotels of the World (SLH) is performing well for both SLH's hotel owners and Hilton Honors members.
“The Playa thing obviously worked out in a way that everybody knows, which set up reduced size by rooms of the portfolio.”
Playa's acquisition (by Hyatt) led to de-flagging of previously Hilton-branded all-inclusive resorts, generating termination fees but reducing Hilton's all-inclusive room count.
“We also recently partnered with Calm, a leading wellness company, to offer guests access to guided meditation, sleep stories, calming soundscapes, and mindfulness exercises directly from their in-room TVs.”
Hilton added a new in-room content partnership with wellness app Calm, expanding Calm's distribution into hospitality.
“In January, we expanded our partnership with Peloton to provide guests with complimentary access to classes on our in-room TVs.”
Hilton expanded its wellness partnership with Peloton, adding complimentary in-room TV access for guests — a modest positive distribution signal for Peloton.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lizzie Dove | Goldman Sachs | 6 (33%) |
| Robin Farley | UBS | 6 (50%) |
| Shaun Kelley | Bank of America | 6 (0%) |
| Steve Grambling | Morgan Stanley | 6 (17%) |
| Dave Katz | Jefferies | 6 (0%) |
| Brandt Montour | Barclays | 6 (17%) |
| Dan Politzer | JPMorgan | 5 (0%) |
| Mike Bellisario | Robert W. Baird | 5 (0%) |
| Steve Pizzella | Deutsche Bank | 4 (0%) |
| Smedes Rose | Citigroup | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed fiscal 2025 with Q4 adjusted EPS of $2.24 and full-year EPS of $8.66, exceeding the top of the twice-raised guidance range, as management and franchise fees grew 10.4% year-over-year. System-wide RevPAR increased 3.6% with net unit growth of 7.8% bringing the system to over 8,000 properties. Management introduced 2026 guidance calling for EPS of $8.79-$8.91 with RevPAR growth of 2-3% and net unit growth of 6-7%, while the pipeline expanded to over 560,000 rooms.
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% |