Hyatt Hotels Corporation H is scheduled to report first-quarter 2026 results on April 30, before the opening bell.
H’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, and missed once, the average surprise being 63.4%.
Trend in the Estimate Revision of H
The Zacks Consensus Estimate for first-quarter earnings per share (EPS) is pegged at 57 cents, indicating growth of 23.9% from 46 cents reported in the year-ago quarter.
Hyatt Hotels Corporation Price and EPS Surprise
Hyatt Hotels Corporation price-eps-surprise | Hyatt Hotels Corporation Quote
For revenues, the consensus mark is pegged at nearly $1.72 billion, suggesting a decline of 0.03% from the prior-year quarter’s figure.
Let's look at how things have shaped up in the quarter.
Factors Likely to Shape Hyatt’s Quarterly Results
Hyatt’s first-quarter 2026 performance is likely to reflect continued momentum in leisure demand, international markets and fee-based earnings, consistent with trends observed in the prior year. Management expects system-wide RevPAR growth for the quarter to be around the midpoint of its full-year outlook of 1-3%, with international markets anticipated to grow at a faster pace than the United States. Our model predicts first-quarter system-wide RevPAR growth of 1.9%.
Leisure transient demand is expected to have remained a key driver in the quarter under review. The company indicated that the pace for all-inclusive resorts in the Americas was up more than 9% in the first quarter, reflecting sustained strength in travel demand within this segment. January performance tracked at the higher end of the company’s expected range, supported by strong net package RevPAR trends.
Group demand is likely to have supported performance in the first quarter. Hyatt noted that group pace for U.S. full-service hotels is up in the mid-single digits for 2026, aided by large-scale events and continued intent to travel among corporate customers.
The company’s asset-light model and fee-driven structure are likely to have supported earnings in the first quarter. Hyatt expects gross fees to grow in the mid-single-digit range, reflecting underlying business momentum and incremental contributions from recent transactions, including the Playa Hotels portfolio. Our model predicts first-quarter revenues from gross fees to rise 5.3% year over year to $323.3 million.
However, first-quarter performance is likely to have been tempered by certain headwinds. Management indicated that approximately half of the impact from Hurricane Melissa on the fee business and distribution segment is expected to be recognized in the first quarter. In addition, continued pressure in the distribution segment, including lower booking volumes from four-star-and-below hotels, is likely to have weighed on results. Our model predicts revenues from distribution to decline 9.4% year over year to $285.2 million.
What Our Model Says About H Stock
Our proven model does not conclusively predict an earnings beat for Hyatt this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that's not the case here.
H’s Earnings ESP: Hyatt has an Earnings ESP of -6.46%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Hyatt’s Zacks Rank: The company currently has a Zacks Rank #3.
Stocks Poised to Beat on Earnings
Here are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that they have the right combination of elements to post an earnings beat.
Hasbro, Inc. HAS has an Earnings ESP of +7.73% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Hasbro’s earnings for the to-be-reported quarter are expected to increase 2.9%. HAS reported better-than-expected earnings in each of the trailing four quarters, the average surptise being 43.9%.
Marriott International, Inc. MAR currently has an Earnings ESP of +0.44% and a Zacks Rank of 3.
MAR’s earnings for the to-be-reported quarter are expected to increase 12.1%. Marriott reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 0.7%.
Mattel, Inc. MAT currently has an Earnings ESP of +20.83% and a Zacks Rank of 3.
MAT’s earnings for the to-be-reported quarter are expected to decline 700%. Mattel reported better-than-expected earnings in two of the trailing four quarters and missed on two occasions, the average surprise being 12.5%.
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