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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. |
|---|---|---|---|
| Conor Cunningham | Melius Research | 8 | 0% |
| Brandt Montour | Barclays | 8 | 0% |
| Shaun Kelley | Bank of America | 8 | 0% |
| Duane Pfennigwerth | Evercore ISI | 7 | 0% |
| Lizzie Dove | Goldman Sachs | 7 | 0% |
| Steve Grambling | Morgan Stanley | 7 | 0% |
| Dave Katz | Jefferies | 7 | 0% |
| Aryeh Klein | BMO Capital Markets | 6 | 0% |
| Robin Farley | UBS | 6 | 0% |
| Rick Clarke | Bernstein | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 8 | 0% |
| Barclays | 1 | 8 | 0% |
| Melius Research | 1 | 8 | 0% |
| Morgan Stanley | 1 |
| 7 |
| 0% |
| Jefferies | 1 | 7 | 0% |
| Evercore ISI | 1 | 7 | 0% |
| Goldman Sachs | 1 | 7 | 0% |
| Bernstein | 1 | 6 | 0% |
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.
Demand | Revenue Growth | Geographic Expansion | Competitive Dynamics | Macroeconomic | Capital Allocation | Guidance Reliability | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 7 | 3 | 4 | 2 | 7 | 3 | 1 |
| 2025Q1 | 9 | 6 | 8 | 2 | 4 | 1 | 4 | 1 |
| 2025Q2 | 6 | 5 | 2 | 2 | 2 | 1 | 2 | 3 |
| 2025Q3 | 3 | 4 | 4 | 4 | 1 | 2 | 1 | 2 |
| 2025Q4 | 3 | 5 | 2 | 2 | 2 | 1 | 1 | 2 |
| 2026Q1 | 8 | 3 | 2 | 4 | 4 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 9 | 6 | 3 | 3 | 8 |
| Revenue Growth | 7 | 6 | 5 | 4 | 5 | 3 |
| Geographic Expansion | 3 | 8 | 2 | 4 | 2 | 2 |
| Competitive Dynamics | 4 | 2 | 2 | 4 | 2 | 4 |
| Macroeconomic | 2 | 4 | 2 | 1 | 2 | 4 |
| Capital Allocation | 7 | 1 | 1 | 2 | 1 | 1 |
| Guidance Reliability | 3 | 4 | 2 | 1 | 1 | |
| Innovation & R&D | 1 | 1 | 3 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MAR Marriott International | 8 | +6.2% | |
| HLT Hilton Worldwide | 9 | +9.0% |