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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Marriott International (MAR) is 8/10.
Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72. The record development pipeline reached 618,000 rooms while fee revenue accelerated across all categories, including credit card renegotiation progress with major partners. Management raised FY2026 EBITDA guidance to $5.88-$5.97 billion and gross fee guidance to $5.93-$5.99 billion.
Scored from Marriott International’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.43B | +5.5% | $1.62 | -43.6% | 11.7% | 7.1% | $-24M |
| FY2025 Q1 | $6.26B | +4.8% | $2.39 | +23.8% | 15.1% | 10.6% | $512M |
| FY2025 Q2 | $6.74B | +4.7% | $2.78 | +3.3% | 18.3% | 11.3% | $778M |
| FY2025 Q3 | $6.49B | +3.7% | $2.67 | +29.0% | 18.2% | 11.2% | $951M |
| FY2025 Q4 | $6.69B | +4.1% | $1.65 | +1.9% | 11.6% | 6.7% | $657M |
| FY2026 Q1 | $6.65B | +6.2% | $2.41 | +0.8% | 16.0% | 9.7% | $728M |
| FY2026 Q2 | $7.07B | +4.8% | $2.84 | +2.2% | 17.4% | 10.8% | $1.08B |