Hyatt announces Q3 adjusted earnings per share of 30 cents, falling short of the 49 cents consensus estimate.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Should l Buy H?
- Q3 Revenue Performance: The company reported Q3 revenue of $1.79 billion, slightly below the consensus estimate of $1.81 billion.
- RevPAR Growth: Comparable system-wide hotels experienced a RevPAR increase of 0.3% compared to Q3 2024.
- Net Rooms Growth: There was a net rooms growth of 12.1%, with a 7.0% increase when excluding acquisitions.
- Overall Performance: The results indicate a steady growth in room availability and slight revenue challenges in the quarter.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy H?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on H
Wall Street analysts forecast H stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for H is 177.92 USD with a low forecast of 154.00 USD and a high forecast of 203.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 159.740
Low
154.00
Averages
177.92
High
203.00
Current: 159.740
Low
154.00
Averages
177.92
High
203.00
About H
Hyatt Hotels Corporation is a global hospitality company. Its portfolio of properties consists of full-service hotels and resorts, select service hotels, all-inclusive resorts, and other properties. Its offering includes brands in the Luxury Portfolio, including Park Hyatt, Alila, Miraval, Impression by Secrets, and The Unbound Collection by Hyatt; the Lifestyle Portfolio, including Andaz, Thompson Hotels, The Standard, Dream Hotels, The StandardX, Breathless Resorts & Spas, JdV by Hyatt, Bunkhouse Hotels, and Me and All Hotels; the Inclusive Collection, including Zoetry Wellness & Spa Resorts, Hyatt Ziva, Hyatt Zilara, Secrets Resorts & Spas, Dreams Resorts & Spas, Hyatt Vivid Hotels & Resorts, Sunscape Resorts & Spas, Alua Hotels & Resorts, and Bahia Principe Hotels & Resorts; the Classics Portfolio, including Grand Hyatt, Hyatt Regency, Destination by Hyatt, Hyatt Centric, Hyatt Vacation Club, and Hyatt; and the Essentials Portfolio, including Caption by Hyatt, UrCove, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Weak Dollar Drives Earnings Swings for Hotels
- Earnings Boost Expectation: Due to the weak dollar, companies like Booking Holdings, Airbnb, and Carnival are expected to see a 2% to 3% earnings increase in Q1, particularly as Booking generates 80% of its room nights outside the U.S., benefiting from stronger European currencies.
- International Revenue Impact: Airbnb earns 55% of its revenue outside the U.S., with 33% from Europe, and the dollar's depreciation will further enhance its competitiveness in international markets, driving overall performance growth.
- Cost Pressure Intensification: Although Accor has limited U.S. room exposure, its high-end hotels in the Middle East and Africa charge in dollars, leading to pressure on about 35% of its EBITDA exposed to dollar fluctuations, impacting profitability.
- Management Fee Compression: Hyatt's all-inclusive resorts in Mexico earn revenue in dollars but incur costs in pesos, resulting in margin compression; Bernstein estimates a 3% to 4% earnings headwind in 2026 and 2027 due to the dollar's decline.
See More
Hyatt Hotels Reports Record Development Year in 2025
- Development Pipeline Growth: Hyatt Hotels ended 2025 with a development pipeline of approximately 148,000 rooms, reflecting a 7% increase from the previous year, showcasing the effectiveness of its five-brand portfolio strategy and data-driven deployment approach.
- Strong U.S. Market: In the U.S., Hyatt recorded its highest signing volume in five years, with signings up 30%, and half of the deals occurring in new markets, indicating the success of its market expansion strategy.
- Asia Pacific Expansion: Hyatt is scaling its essentials and classics portfolios in Asia Pacific, with over 50% year-on-year growth in its essentials pipeline in Greater China, nearly 90% room-signing growth in India, and 46% in Indonesia, highlighting strong regional demand.
- Loyalty Program Enhancement: The World of Hyatt loyalty program now boasts over 63 million members, with the most engaged guests increasing by 13% in 2025, and these members staying 62% more and spending 93% more than non-members, underscoring the program's significant value to developers.
See More
Hyatt Hotels Sets Record Pipeline for 2025
- Significant Pipeline Growth: As of year-end 2025, Hyatt's pipeline reached approximately 148,000 rooms, reflecting a 7% increase from 2024, driven by sustained interest from owners and developers across Hyatt's five brand portfolios, enhancing the company's competitive position.
- Strong U.S. Market Activity: In 2025, Hyatt secured its highest number of signings in five years, with a 30% increase compared to 2024, and 50% of these deals representing new markets, showcasing developers' trust and confidence in Hyatt's brands.
- Expansion in Asia Pacific: Hyatt's Essentials portfolio pipeline in Greater China grew by over 50% compared to 2024, with signings in India and Indonesia increasing by nearly 90% and 46%, respectively, indicating strong demand and growth potential in the Asia Pacific region.
- Diverse Brand Appeal: Hyatt's emphasis on its five distinct brand portfolios continues to attract global owner interest, particularly in the luxury segment, which is expected to drive future hotel openings and market share growth.
See More
Hilton, Marriott, and Hyatt Approach Record Highs: Here Are 2 Hotel Stocks Worth Investing In.
Hotel Preferences: Travelers are returning to hotels for services like room service and housekeeping after trying homestays.
Stock Performance: Shares of major hotel chains such as Hilton, Marriott, and Hyatt are nearing record highs.
Investment Opportunities: Wyndham Hotels & Resorts and Choice Hotels International are suggested as potentially better investment options.
Market Trends: The shift back to hotels indicates a changing preference in the hospitality market.
See More
Hydro One Reaches Tentative Agreement Covering 10,100 Employees with Society of United Professionals
- Tentative Agreement: Hydro One Networks Inc. has reached a tentative agreement with the Society of United Professionals covering 10,100 employees in engineering, supervisory, and other professional roles, which, if ratified, will take effect retroactively from October 1, 2025, ensuring employee rights and operational stability.
- Asset and Revenue Overview: As of December 31, 2024, Hydro One's total assets reached CAD 36.7 billion, with annual revenues of CAD 8.5 billion in 2024, demonstrating the company's strong market position and financial health in Ontario's electricity transmission and distribution sector.
- Investment and Economic Support: In 2024, Hydro One invested CAD 3.1 billion in its transmission and distribution networks while supporting the local economy through CAD 2.9 billion in goods and services procurement, reflecting the company's commitment to community responsibility and economic development.
- Community Commitment: Hydro One is dedicated to enhancing its connection with the communities it serves through community investment, sustainability, and diversity initiatives, further solidifying its leadership and social responsibility in Ontario.
See More
Hydro One Limited to Release Q4 Financial Results on February 13, 2026
- Financial Results Announcement: Hydro One plans to release its fourth quarter financial results on February 13, 2026, before North American markets open, ensuring timely access to key information for investors through a newswire summary.
- Investor Teleconference: On the same day at 8 a.m. ET, Hydro One's management will host a teleconference to discuss the financial results and outlook, which is expected to attract significant attention from the North American financial community, enhancing the company's transparency.
- Company Scale and Assets: As of December 31, 2024, Hydro One boasts $36.7 billion in assets and serves 1.5 million customers, with annual revenues of $8.5 billion in 2024, underscoring its market leadership in Ontario's electricity transmission and distribution sector.
- Community Investment and Economic Support: In 2024, Hydro One invested $3.1 billion in its electricity networks and supported the local economy by purchasing $2.9 billion in goods and services, reflecting the company's commitment to sustainability and community responsibility.
See More
Weak Dollar Drives Earnings Swings for Hotels
- Earnings Boost Expectation: Due to the weak dollar, companies like Booking Holdings, Airbnb, and Carnival are expected to see a 2% to 3% earnings increase in Q1, particularly as Booking generates 80% of its room nights outside the U.S., benefiting from stronger European currencies.
- International Revenue Impact: Airbnb earns 55% of its revenue outside the U.S., with 33% from Europe, and the dollar's depreciation will further enhance its competitiveness in international markets, driving overall performance growth.
- Cost Pressure Intensification: Although Accor has limited U.S. room exposure, its high-end hotels in the Middle East and Africa charge in dollars, leading to pressure on about 35% of its EBITDA exposed to dollar fluctuations, impacting profitability.
- Management Fee Compression: Hyatt's all-inclusive resorts in Mexico earn revenue in dollars but incur costs in pesos, resulting in margin compression; Bernstein estimates a 3% to 4% earnings headwind in 2026 and 2027 due to the dollar's decline.
See More
Hyatt Hotels Reports Record Development Year in 2025
- Development Pipeline Growth: Hyatt Hotels ended 2025 with a development pipeline of approximately 148,000 rooms, reflecting a 7% increase from the previous year, showcasing the effectiveness of its five-brand portfolio strategy and data-driven deployment approach.
- Strong U.S. Market: In the U.S., Hyatt recorded its highest signing volume in five years, with signings up 30%, and half of the deals occurring in new markets, indicating the success of its market expansion strategy.
- Asia Pacific Expansion: Hyatt is scaling its essentials and classics portfolios in Asia Pacific, with over 50% year-on-year growth in its essentials pipeline in Greater China, nearly 90% room-signing growth in India, and 46% in Indonesia, highlighting strong regional demand.
- Loyalty Program Enhancement: The World of Hyatt loyalty program now boasts over 63 million members, with the most engaged guests increasing by 13% in 2025, and these members staying 62% more and spending 93% more than non-members, underscoring the program's significant value to developers.
See More
Hyatt Hotels Sets Record Pipeline for 2025
- Significant Pipeline Growth: As of year-end 2025, Hyatt's pipeline reached approximately 148,000 rooms, reflecting a 7% increase from 2024, driven by sustained interest from owners and developers across Hyatt's five brand portfolios, enhancing the company's competitive position.
- Strong U.S. Market Activity: In 2025, Hyatt secured its highest number of signings in five years, with a 30% increase compared to 2024, and 50% of these deals representing new markets, showcasing developers' trust and confidence in Hyatt's brands.
- Expansion in Asia Pacific: Hyatt's Essentials portfolio pipeline in Greater China grew by over 50% compared to 2024, with signings in India and Indonesia increasing by nearly 90% and 46%, respectively, indicating strong demand and growth potential in the Asia Pacific region.
- Diverse Brand Appeal: Hyatt's emphasis on its five distinct brand portfolios continues to attract global owner interest, particularly in the luxury segment, which is expected to drive future hotel openings and market share growth.
See More
Hilton, Marriott, and Hyatt Approach Record Highs: Here Are 2 Hotel Stocks Worth Investing In.
Hotel Preferences: Travelers are returning to hotels for services like room service and housekeeping after trying homestays.
Stock Performance: Shares of major hotel chains such as Hilton, Marriott, and Hyatt are nearing record highs.
Investment Opportunities: Wyndham Hotels & Resorts and Choice Hotels International are suggested as potentially better investment options.
Market Trends: The shift back to hotels indicates a changing preference in the hospitality market.
See More
Hydro One Reaches Tentative Agreement Covering 10,100 Employees with Society of United Professionals
- Tentative Agreement: Hydro One Networks Inc. has reached a tentative agreement with the Society of United Professionals covering 10,100 employees in engineering, supervisory, and other professional roles, which, if ratified, will take effect retroactively from October 1, 2025, ensuring employee rights and operational stability.
- Asset and Revenue Overview: As of December 31, 2024, Hydro One's total assets reached CAD 36.7 billion, with annual revenues of CAD 8.5 billion in 2024, demonstrating the company's strong market position and financial health in Ontario's electricity transmission and distribution sector.
- Investment and Economic Support: In 2024, Hydro One invested CAD 3.1 billion in its transmission and distribution networks while supporting the local economy through CAD 2.9 billion in goods and services procurement, reflecting the company's commitment to community responsibility and economic development.
- Community Commitment: Hydro One is dedicated to enhancing its connection with the communities it serves through community investment, sustainability, and diversity initiatives, further solidifying its leadership and social responsibility in Ontario.
See More
Hydro One Limited to Release Q4 Financial Results on February 13, 2026
- Financial Results Announcement: Hydro One plans to release its fourth quarter financial results on February 13, 2026, before North American markets open, ensuring timely access to key information for investors through a newswire summary.
- Investor Teleconference: On the same day at 8 a.m. ET, Hydro One's management will host a teleconference to discuss the financial results and outlook, which is expected to attract significant attention from the North American financial community, enhancing the company's transparency.
- Company Scale and Assets: As of December 31, 2024, Hydro One boasts $36.7 billion in assets and serves 1.5 million customers, with annual revenues of $8.5 billion in 2024, underscoring its market leadership in Ontario's electricity transmission and distribution sector.
- Community Investment and Economic Support: In 2024, Hydro One invested $3.1 billion in its electricity networks and supported the local economy by purchasing $2.9 billion in goods and services, reflecting the company's commitment to sustainability and community responsibility.
See More
