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北京时间·🕒 发布 08-03 20:18:13时区推断·⟳ 抓取 08-03 20:18:21·⚡ 决策 08-04 06:27:44 +10h09m·84.6 天前
万豪二季度业绩喜忧参半且三季度利润指引低于预期的重复转述
本条披露万豪Q2调整后EPS为3.19美元、超预期0.11美元，但收入低预期1.2亿美元且Q3 EPS指引2.74至2.82美元低于2.87美元预期。
📄 原文Seeking Alpha↗ 原文
Marriott mixed Q2 results, soft Q3 profit guidance weighs on shares
Marriott International (MAR) reported mixed results for the second quarter as solid growth in its U.S. and Canadian bus…
不做 Marriott International（MAR.US）
同一Q2财报与Q3软指引催化已处理；本条没有新增事实，且首日已下跌6.97%，不重复做空或登记风险。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 high ↗
关键理由
- 本条披露万豪Q2调整后EPS为3.19美元、超预期0.11美元，但收入低预期1.2亿美元且Q3 EPS指引2.74至2.82美元低于2.87美元预期。
- 同一财报和指引催化已在已处理库多次出现，当前不重复出卡或登记风险。
主要风险
- MAR.US当日已跌6.97%，财报负面已完成首日重定价；全年RevPAR和全年EPS指引仍有正面抵消。
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原文全文
展开原文 · 1,584 字
Marriott International (MAR) reported mixed results for the second quarter as solid growth in its U.S. and Canadian business helped offset only modest growth in its international metrics as the conflict in the Middle East continues to dampen tourism in the area.
And while the hotel chain raised its revenue per available room (RevPAR) guidance for FY26, the improved outlook was offset by its guidance for third quarter profit, which was set below what Wall Street expected.
Coupled with a $120M miss on second quarter revenue, shares are under pressure into Monday’s open and expected to push Marriott (MAR) shares into the red for a fourth consecutive day.
In the second quarter, Marriott (MAR) achieved global RevPAR of 3.4% with a 5% increase in the U.S. and Canada and gains in its European markets partially offset by a decline of 43% in the Middle East.
In Asia, RevPAR increased 5%, supported by solid leisure demand and strong performance across the company’s luxury portfolio in key markets, including Hong Kong, Taiwan, and Hainan. The overall gains in the hotel chain’s properties led to an improved RevPAR outlook for the year, up 3% to 3.5% from an earlier estimate of 2% to 3% growth. For the current quarter, RevPAR is seen increasing by 3.5% to 4%.
Marriott’s (MAR) bottom line improved as well, with Q2 adjusted EPS increasing by 20% to $3.19 and beating estimates by $0.11. For the year, the company expects to earn a profit of $11.64 to $11.81 per share versus $11.64 estimates, but in Q3, EPS is expected to be between $2.74 and $2.82, less than $2.87 estimates.
And while the hotel chain raised its revenue per available room (RevPAR) guidance for FY26, the improved outlook was offset by its guidance for third quarter profit, which was set below what Wall Street expected.
Coupled with a $120M miss on second quarter revenue, shares are under pressure into Monday’s open and expected to push Marriott (MAR) shares into the red for a fourth consecutive day.
In the second quarter, Marriott (MAR) achieved global RevPAR of 3.4% with a 5% increase in the U.S. and Canada and gains in its European markets partially offset by a decline of 43% in the Middle East.
In Asia, RevPAR increased 5%, supported by solid leisure demand and strong performance across the company’s luxury portfolio in key markets, including Hong Kong, Taiwan, and Hainan. The overall gains in the hotel chain’s properties led to an improved RevPAR outlook for the year, up 3% to 3.5% from an earlier estimate of 2% to 3% growth. For the current quarter, RevPAR is seen increasing by 3.5% to 4%.
Marriott’s (MAR) bottom line improved as well, with Q2 adjusted EPS increasing by 20% to $3.19 and beating estimates by $0.11. For the year, the company expects to earn a profit of $11.64 to $11.81 per share versus $11.64 estimates, but in Q3, EPS is expected to be between $2.74 and $2.82, less than $2.87 estimates.
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