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Marriott reported third-quarter global RevPAR growth of 6.5% and adjusted EBITDA growth of 12%. It raised full-year 2026 global RevPAR growth guidance to 4.5% to 5% and preliminarily expects 3.5% to 4.5% global RevPAR growth for 2027.
Marriott International reported RevPAR growth of 6.5 percent in the 2026 third quarter. Net fee revenues increased $507 million in the first three quarters, and 2026 net rooms growth is expected toward the low end of 4.5 to 5.0 percent.
Marriott International reported third-quarter 2026 worldwide RevPAR growth of 6.5 percent, net income of $794 million, diluted EPS of $3.04 and Adjusted EBITDA of $1,512 million; it raised full-year global RevPAR growth outlook to 4.5 to 5 percent.
Marriott International, Inc. increased its multicurrency revolving credit commitments from $4.50 billion to $5.00 billion, raised the commitment-increase option to $5.50 billion, and extended maturity from December 14, 2027 to September 23, 2031.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Marriott raised 2026 global RevPAR growth guidance to 4.5% to 5%, delivered double-digit third-quarter growth in gross fees, adjusted EBITDA and adjusted EPS, expects full-year adjusted EBITDA and EPS growth of around 13% and 20% to 21%, respectively, and anticipates at least $4.8 billion of capital returns. Key risks include Middle East weakness and an expected sharper fourth-quarter decline, softer Chinese leisure demand, lower owned-hotel results, residential-fee timing, higher interest expense and net rooms growth toward the low end of the prior range.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share† non-GAAP | $8.93 | Nine Months Ended September 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | $4.5B | Fiscal Year 2026 Total | -16.4% |
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GAAP → non-GAAP reconciliationGAAP Net income, as reported1 2.21B
-14.98B Cost reimbursement revenue
+15.1B Reimbursed expenses
+662M Interest expense
+5M Interest expense from unconsolidated joint ventures
+754M Provision for income taxes
+224M Depreciation, amortization, and other1
+99M Contract investment amortization
+227M Depreciation and amortization classified in reimbursed expenses
+14M Depreciation, amortization, and impairments from unconsolidated joint ventures
+188M Stock-based compensation
-6M Restructuring and merger-related charges (recoveries), and other
-2M Adjustments related to Sonder Termination
+8M Adjustment to gain on investee’s asset disposition
= Adjusted EBITDA 4.5B
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| Adjusted net income† non-GAAP | $2.36B | Nine Months Ended September 30, 2026 | — |
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| Adjusted operating income margin† non-GAAP | 65% | Nine Months Ended September 30, 2026 | — |
| Adjusted operating income† non-GAAP | $3.75B | Nine Months Ended September 30, 2026 | — |
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| Adjusted total revenues† non-GAAP | $5.75B | Nine Months Ended September 30, 2026 | — |
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| Average Daily Rate - Asia Pacific excluding China (comparable company-operated international pro | $170.81 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - Caribbean & Latin America (comparable company-operated international proper | $248.8 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - Europe (comparable company-operated international properties) | $408.18 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - Greater China (comparable company-operated international properties) | $120.72 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - International - All (comparable company-operated international properties) | $179.8 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - Middle East & Africa (comparable company-operated international properties) | $154.72 | Three Months Ended September 30, 2026 | — |
| Average Daily Rate - US & Canada - All | $198.39 | Nine Months Ended September 30, 2026 | — |
| Average Daily Rate - US & Canada - All (comparable company-operated) | $287.02 | Nine Months Ended September 30, 2026 | — |
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| Average Daily Rate - Worldwide (Comparable Company-Operated International Properties) | $219.57 | Three Months Ended September 30, 2026 | — |
| Managed properties | 1,952 | As of September 30, 2026 | — |
| Managed rooms | 562,461 | As of September 30, 2026 | — |
| net rooms | 4.6% | third quarter 2026 | — |
| net rooms in international markets | 13,400 | the quarter | — |
| Occupancy - Asia Pacific excluding China (comparable company-operated international properties) | 73% | Three Months Ended September 30, 2026 | — |
| Occupancy - Caribbean & Latin America (comparable company-operated international properties) | 63.2% | Three Months Ended September 30, 2026 | — |
| Occupancy - Europe (comparable company-operated international properties) | 79.2% | Three Months Ended September 30, 2026 | — |
| Occupancy - Greater China (comparable company-operated international properties) | 70.2% | Three Months Ended September 30, 2026 | — |
| Occupancy - International - All (comparable company-operated international properties) | 69.7% | Three Months Ended September 30, 2026 | — |
| Occupancy - Middle East & Africa (comparable company-operated international properties) | 59.1% | Three Months Ended September 30, 2026 | — |
| Occupancy - US & Canada - All | 71.5% | Nine Months Ended September 30, 2026 | — |
| Occupancy - US & Canada - All (comparable company-operated) | 71.2% | Nine Months Ended September 30, 2026 | — |
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| Occupancy - Worldwide (Comparable Company-Operated International Properties) | 70.7% | Three Months Ended September 30, 2026 | — |
| properties approved for development but not yet subject to signed contracts | 266 | At the end of the quarter | — |
| properties under construction | 1,750 | At the end of the quarter | — |
| Residences properties | 147 | As of September 30, 2026 | — |
| Residences rooms | 16,798 | As of September 30, 2026 | — |
| RevPAR - Asia Pacific excluding China (comparable company-operated international properties) | $124.75 | Three Months Ended September 30, 2026 | — |
| RevPAR - Caribbean & Latin America (comparable company-operated international properties) | $157.26 | Three Months Ended September 30, 2026 | — |
| RevPAR - Europe (comparable company-operated international properties) | $323.12 | Three Months Ended September 30, 2026 | — |
| RevPAR - Greater China (comparable company-operated international properties) | $84.71 | Three Months Ended September 30, 2026 | — |
| RevPAR - International - All (comparable company-operated international properties) | $125.34 | Three Months Ended September 30, 2026 | — |
| RevPAR - Middle East & Africa (comparable company-operated international properties) | $91.43 | Three Months Ended September 30, 2026 | — |
| RevPAR - US & Canada - All | $141.86 | Nine Months Ended September 30, 2026 | — |
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| RevPAR - US & Canada - All (comparable company-operated) | $204.3 | Nine Months Ended September 30, 2026 | — |
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| RevPAR - Worldwide (Comparable Company-Operated International Properties) | $155.19 | Three Months Ended September 30, 2026 | — |
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| RevPAR in international markets | 4.4% | third quarter 2026 | — |
| RevPAR in the U.S. & Canada | 7.4% | third quarter 2026 | — |
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| rooms approved for development but not yet subject to signed contracts | 37,000 | At the end of the quarter | — |
| rooms under construction | 278,000 | At the end of the quarter | — |
| Total worldwide properties (lodging products) | 10,241 | As of September 30, 2026 | — |
| Total worldwide rooms (lodging products) | 1,833,801 | As of September 30, 2026 | — |
| Worldwide RevPAR | 6.5% | third quarter 2026 | — |
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| ADR growth | 3.5% | the 2026 second quarter filing | — |
| Development pipeline properties | 4,200 | the end of the 2026 second quarter filing | — |
| Global system rooms | 1,814,000 | end of second quarter 2026 | — |
| Marriott Bonvoy members | 295M | end of second quarter 2026 | — |
| Net rooms added | 17,900 | second quarter 2026 | — |
| Net rooms growth | 4.5% | second quarter 2026 | — |
| Pipeline rooms under construction | 279,000 | end of second quarter 2026 | — |
| Pipeline rooms under construction as percent of pipeline | 44% | the end of the 2026 second quarter filing | — |
| Shares repurchased | 3M | 2026 second quarter filing | — |
| Worldwide development pipeline properties | 4,186 | end of second quarter 2026 | — |
| Worldwide development pipeline rooms | 629,000 | end of second quarter 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MAR
this stock
Marriott International Inc
|
$108.97B | +36.4% | +4.3% | 42.2 | 2.5% |
|
HLT
Hilton Worldwide Holdings Inc.
|
$83.01B | +29.9% | +7.7% | 50.4 | 2.3% |
|
IHG
Intercontinental Hotels Group PLC
|
$26.14B | +27.8% | — | — | 0.2% |
|
H
Hyatt Hotels Corp
|
$17.53B | +17.1% | +5.8% | 96.8 | 5.8% |
|
HTHT
H World Group Ltd
|
$15.89B | +7.1% | +10.5% | — | 3.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Marriott International reported RevPAR growth of 6.5 percent in the 2026 third quarter. Net fee revenues increased $507 million in the first three quarters, and 2026 net rooms growth is expected toward the low end of 4.5 to 5.0 percent.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MAR | +1.6% | +9.1% | +13.2% | +6.0% | +36.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.0% | +10.2% | +12.7% | +6.2% | +25.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
