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.
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Analyst Views on H
Wall Street analysts forecast H stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 171.210
Low
154.00
Averages
177.92
High
203.00
Current: 171.210
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.
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- Global Hotel Network: As of December 31, 2025, Hyatt boasts over 1,500 hotels and all-inclusive properties across 83 countries, showcasing its significant influence and market reach in the global hospitality industry.
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See More
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- Hyatt Hotel Challenges: Hyatt Hotels (NYSE:H) has faced weak revenue per room over the past two years, with an operating margin of just 5.3%, limiting its ability to respond to new competitive threats, while a 4.5% free cash flow margin restricts its capacity for growth investments or stock buybacks.
- Columbia Financial Profitability Issues: Columbia Financial (NASDAQ:CLBK) has experienced flat net interest income over the past five years, with a net interest margin of only 2.1%, indicating insufficient profitability; despite revenue growth, earnings per share have declined by 1.9% annually, reflecting lower profitability from incremental sales.
- Market Volatility Risks: As these stocks approach their 52-week highs, market sentiment may lead to short-term volatility, necessitating investor awareness of potential market correction risks, particularly regarding investments in these overvalued companies that require careful evaluation.
See More
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- Cruise Line Route Changes: In response to the violence, Carnival and Norwegian Cruise Lines have canceled planned stops in Puerto Vallarta, reflecting the industry's heightened sensitivity to safety risks and their operational adaptability in crisis situations.
- Hotel Brand Exposure: Analysts highlight that Hyatt has 8.5% of its total rooms in Mexico, while Marriott has 3.3%, indicating significant financial exposure for these brands amid the current unrest and potential impacts on occupancy rates.
- Insurance Policy Limitations: As the violence is now classified as a foreseeable event, many travel insurance providers are no longer offering coverage for cancellations related to this unrest, leaving travelers facing greater uncertainty and potential financial losses when planning their trips.
See More
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- Route Adjustments: In response to violence in Mexico, Carnival Corporation and Norwegian Cruise Line have canceled planned stops in Puerto Vallarta, highlighting the travel industry's acute sensitivity to safety risks, which could lead to a loss of tourists and revenue.
- Travel Warnings Escalate: The U.S. State Department has broadened its travel warnings to multiple regions in Mexico, advising tourists to shelter in place in popular destinations like Cancun and Tulum, which will directly impact the tourism sector and related economies in these areas.
- Airbnb Policy Activation: Airbnb has activated its 'major disruptive events policy' in Jalisco and other affected regions, allowing travelers and hosts to cancel reservations without penalties, reflecting the platform's responsiveness to emergencies and commitment to user protection.
- Insurance Market Warning: Squaremouth has warned that the violence in Mexico is now considered a foreseeable event, preventing travelers from purchasing insurance to cancel trips, which may suppress future travel demand and impact the financial performance of related businesses.
See More
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- Reason for Suspension: The Department of Homeland Security suspended TSA PreCheck and Global Entry programs on Sunday due to a partial government shutdown, affecting security processes at over 200 airports and causing significant inconvenience for millions of travelers, highlighting the direct impact of government operations on public travel.
- Membership Impact: As of 2024, TSA PreCheck has over 20 million active members, with approximately 34% of screened passengers being program members; the suspension will significantly increase wait times at security checkpoints, potentially leading travelers to choose alternative travel methods, thereby affecting airline revenues.
- Flight Cancellations: In anticipation of a massive winter storm, airlines have canceled over 6,000 flights and waived cancellation and change fees at multiple East Coast airports, demonstrating the dual impact of weather and policy on the aviation industry.
- Industry Reaction: The airline industry expressed strong dissatisfaction with the suspension of programs due to the government shutdown, viewing travelers as political pawns; last year's shutdown already cost the industry $6.1 billion and affected about 6 million travelers, indicating a long-term threat to the tourism sector from policy instability.
See More
Hyatt Hotels to Participate in Investor Conferences
- Investor Conference Schedule: Hyatt Hotels Corporation's CFO Joan Bottarini and SVP of Investor Relations Adam Rohman will present at the Raymond James Institutional Investors Conference on March 3, 2026, in Orlando, showcasing the company's strategic direction and financial health.
- Event Timing and Location: On March 11, 2026, Hyatt will speak at the J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum in Las Vegas, further enhancing the company's visibility among investors.
- Webcast Availability: Interested parties can listen to the presentations via a webcast on Hyatt's website, with replays available for 90 days, ensuring investors have access to key information at their convenience.
- Company Overview: As of December 31, 2025, Hyatt boasts over 1,500 hotels and all-inclusive properties across 83 countries and six continents, highlighting its leadership position and diverse brand portfolio in the global hospitality industry.
See More
Hyatt Hotels to Participate in Investor Conferences
- Executive Participation: Hyatt Hotels Corporation's CFO Joan Bottarini and SVP of Investor Relations Adam Rohman will participate in upcoming investor conferences, highlighting the company's commitment to transparency and investor communication.
- Webcast Availability: Interested parties can listen to the presentations via the company's website, with replays available for 90 days, ensuring investors have access to key information at their convenience.
- Global Hotel Network: As of December 31, 2025, Hyatt boasts over 1,500 hotels and all-inclusive properties across 83 countries, showcasing its significant influence and market reach in the global hospitality industry.
- Diverse Brand Portfolio: Hyatt's brand offerings span luxury, lifestyle, inclusive, classics, and essentials categories, catering to varied customer needs, enhancing competitive positioning, and driving long-term growth.
See More
