Marriott’s Q4 earnings beat, but guidance disappoints

Published 11/02/2025, 13:40
© Reuters.

Investing.com -- Marriott International reported fourth quarter earnings that beat analyst expectations, but provided weaker-than-expected guidance for 2025, sending shares down 1.7% in after-hours trading.

The hotel giant reported adjusted earnings per share of $2.45, surpassing the analyst consensus of $2.37. Revenue came in at $6.43 billion, also topping estimates of $6.37 billion.

Worldwide RevPAR (revenue per available room) increased 5% YoY in Q4, with international markets up 7.2% and U.S. & Canada rising 4.1%.

"Marriott achieved excellent results in 2024, as we delivered best-in-class experiences that helped drive strong demand for our industry-leading portfolio of brands," said Anthony Capuano, President and CEO.

However, the company’s outlook fell short of expectations. For Q1 2025, Marriott forecasts EPS of $2.20-$2.26, below the $2.37 consensus. Full-year 2025 EPS guidance of $9.82-$10.19 also missed the $10.63 analyst estimate.

The company added a record 123,000 gross rooms in 2024, growing its net room count by 6.8% to over 1.7 million rooms worldwide. Marriott’s development pipeline reached 577,000 rooms at year-end.

"Looking ahead, I am incredibly optimistic about Marriott’s future," Capuano added, citing the company’s global distribution, brand portfolio, and loyalty program with nearly 228 million members.

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