The raised RevPAR guidance suggests improving demand, but the lowered EPS guidance may weigh on the stock. Watch for details on share repurchase activity and interest expense trends in the earnings call. The strong Q1 beat could support near-term upside, but the full-year cut caps upside.
Price Chart
Executive Summary
Hilton reported Q1 2026 adjusted EPS of $2.01, beating consensus of $1.96 by 2.6%, while total revenue of $2.94B was slightly below the $2.95B estimate. System-wide comparable RevPAR grew 3.6% YoY, and the company raised its full-year RevPAR growth outlook to 2-3% (from 1-2%), but lowered its GAAP EPS guidance to $8.28-$8.40 from $8.49-$8.61. The mixed signal—strong quarterly beat vs. lowered full-year EPS—creates uncertainty.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted diluted EPS of $2.01 vs $1.72 YoY, beating consensus of $1.96
- Q1 total revenue $2.937B, slightly below consensus of $2.95B
- System-wide comparable RevPAR +3.6% on a currency-neutral basis
- Full-year 2026 RevPAR growth outlook raised to 2.0%-3.0% from 1.0%-2.0%
- Full-year 2026 GAAP EPS guidance lowered to $8.28-$8.40 from $8.49-$8.61
- Adjusted EBITDA for Q1 was $901M, up from $795M YoY
- Net unit growth of 6.3% YoY; development pipeline at record 527,000 rooms
- Repurchased 2.7M shares for $825M in Q1
Financial Impact
Adjusted EPS beat by ~$0.05 or 2.6%; revenue slight miss; guidance mix creates modest net positive sentiment
Risk Factors
- Lowered full-year EPS guidance despite raised RevPAR outlook
- Potential dilution from share repurchases not fully reflected in guidance
- Interest expense increased to $162M from $145M YoY
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001585689-26-000031 |
| Document: hlt-20260428.htm | 0001585689-26-000031 |
| Document: 0001585689-26-000031-index-headers.html | 0001585689-26-000031 |
| Document: 0001585689-26-000031-index.html | 0001585689-26-000031 |
| Document: 0001585689-26-000031.txt | 0001585689-26-000031 |
| 8-K Data (Synthetic) | 0001585689-26-000031 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Insider Cluster | $305.63 $307.22 | ▲ +0.52% | ▼ −2.04% | $319.13 (+4.42%) |
May 18, 2026 19w ago | 8-K | $315.38 $336.80 | ▲ +6.79% | ▲ +4.50% | $319.13 (+1.19%) |
May 5, 2026 21w ago | 8-K | $312.50 $313.38 | ▲ +0.28% | ▼ −1.70% | $319.13 (+2.12%) |
Apr 28, 2026 22w ago | 8-K | $323.11 $312.50 | ▼ −3.28% | ▼ −4.98% | $319.13 (−1.23%) |
Apr 2, 2026 26w ago | DEFA14A | $304.95 $323.43 | ▲ +6.06% | ▲ +2.44% | $319.13 (+4.65%) |
US Market Status
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