Back to top

Image: Bigstock

Here's What Key Metrics Tell Us About Hyatt Hotels (H) Q3 Earnings

Read MoreHide Full Article

Hyatt Hotels (H - Free Report) reported $1.74 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 2.4%. EPS of $1.27 for the same period compares to -$0.30 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.77 billion, representing a surprise of -1.66%. The company delivered an EPS surprise of +84.06%, with the consensus EPS estimate being $0.69.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Hyatt Hotels performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • RevPAR - Comparable owned and leased hotels: $226.39 compared to the $238.10 average estimate based on three analysts.
  • Rooms/Units - Total Owned and leased hotels: 9,152 versus 9,055 estimated by three analysts on average.
  • Rooms/Units - Total System-wide: 380,217 versus the three-analyst average estimate of 383,387.
  • Rooms/Units - Total Franchised: 148,294 versus 148,139 estimated by three analysts on average.
  • Revenues- Net fees: $309 million versus $294.54 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change.
  • Revenues- Distribution: $168 million compared to the $173.44 million average estimate based on five analysts. The reported number represents a change of -12.5% year over year.
  • Revenues- Owned and Leased Hotels: $271 million versus $279.71 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -36.8% change.
  • Revenues- Revenues for reimbursed costs: $995 million versus the four-analyst average estimate of $1.02 billion. The reported number represents a year-over-year change of +10.2%.
  • Revenues- Contra: $-18 million compared to the $-21.99 million average estimate based on four analysts.
  • Revenues- Gross fees: $327 million versus $322.41 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.6% change.
  • Revenues- Incentive Management Fees: $65 million versus $63.16 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.6% change.
  • Revenues- Base Management Fees: $117 million versus the three-analyst average estimate of $115.88 million. The reported number represents a year-over-year change of +9.4%.

View all Key Company Metrics for Hyatt Hotels here>>>

Shares of Hyatt Hotels have returned +9.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in