HLT
FY2026 Q1 · Calendar Q2 2026
Hilton Worldwide Holdings Inc.
Hilton entered FY2026 with stronger-than-expected demand across business, leisure, and group segments, posting 3.6% system-wide RevPAR growth that exceeded the top end of prior guidance. Adjusted EBITDA rose 13% to $901 million, and management raised full-year RevPAR guidance from 1-2% to 2-3%. The company opened 131 hotels in the quarter and grew its development pipeline to a record 527,000 rooms, roughly 20% of all hotel rooms under construction globally. AI initiatives moved from exploratory to concrete with the launch of the Anthropic-powered Hilton AI Planner for guest trip planning. Capital returns of $860 million in Q1 keep Hilton on pace for $3.5 billion in buybacks and dividends for the year. The market initially sold off — a 2.25% abnormal decline on report day against a 0.49% benchmark dip — but the stock subsequently drifted +4.13%, suggesting the initial reaction…
EPS surprise+1.5%
Market move-2.7%