Current guidance
21 items
Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Gross fee revenues | for Q3 FY2026 | — | “$1,474 to $1,483” | Filing ↗ |
| Raised | Gross fee revenues | for FY2026 | “$5,925 to $5,985” | “$6,025 to $6,055” | Filing ↗ |
| New | Owned, leased, and other revenue, net of owned, leased, and other expense | for Q3 FY2026 | — | “$30 to $40” | Filing ↗ |
| Lowered | Owned, leased, and other revenue, net of owned, leased, and other expense | for FY2026 | “$215 to $225” | “$175 to $185” | Filing ↗ |
| New | Adjusted EBITDA | for Q3 FY2026 | — | “$1,439 to $1,468” | Filing ↗ |
| Raised | Adjusted EBITDA | for FY2026 | “$5,880 to $5,970” | “$5,965 to $6,025” | Filing ↗ |
| New | Adjusted EPS – diluted | for Q3 FY2026 | — | “$2.74 to $2.82” | Filing ↗ |
| Raised | Adjusted EPS – diluted | for FY2026 | “$11.38 to $11.63” | “$11.64 to $11.81” | Filing ↗ |
| New | Adjusted effective tax rate | for Q3 FY2026 | — | “Approx. 26.7%” | Filing ↗ |
| Raised | Capital return to shareholders | for FY2026 | “Over $4,400” | “Over $4,500” | Filing ↗ |
| New | General and administrative expenses | for Q3 FY2026 | — | “$220 to $210” | Filing ↗ |
| New | Global RevPAR growth expectation | for FY2026 | — | “3 to 3.5 percent” | Filing ↗ |
| Raised | Investment spending | for FY2026 | “$1,050 to $1,150” | “$1,250 to $1,350” | Filing ↗ |
| New | Worldwide RevPAR growth | for Q3 FY2026 | — | “3.5% to 4.0%” | Filing ↗ |
| New | Worldwide RevPAR growth | for FY2026 | — | “3.0% to 3.5%” | Filing ↗ |
| Reiterated | Adjusted effective tax rate | for FY2026 | “26.0% to 26.5%” | “26.0% to 26.5%” | Filing ↗ |
| Reiterated | General and administrative expenses | for FY2026 | “$895 to $875” | “$895 to $875” | Filing ↗ |
| Reiterated | Net rooms growth | for FY2026 | “4.5% to 5%” | “Low end of 4.5% to 5%” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Net rooms growth | No period stated | “mid-single-digit range” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Gross fee revenues | “$1,474 to $1,483” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Gross fee revenues | “$6,025 to $6,055” | for FY2026 | GAAP-tied | Feb 10, 2026 | 3 | Filing ↗ |
| Owned, leased, and other revenue, net of owned, leased, and other expense | “$30 to $40” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| Owned, leased, and other revenue, net of owned, leased, and other expense | “$175 to $185” | for FY2026 | GAAP-tied | Feb 10, 2026 | 3 | Filing ↗ |
| Adjusted EBITDA | “$1,439 to $1,468” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$5,965 to $6,025” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Adjusted EPS – diluted | “$2.74 to $2.82” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Adjusted EPS – diluted | “$11.64 to $11.81” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Adjusted effective tax rate | “Approx. 26.7%” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Adjusted effective tax rate | “26.0% to 26.5%” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Capital return to shareholders | “Over $4,500” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Capital returns to shareholders | “more than $4.3 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Co-branded credit card fees recognized in franchise fees | “around a 35 percent increase” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Comparable systemwide constant $ RevPAR growth Worldwide | “2.0% to 3.0%” | for FY2026 | Company-defined | Feb 10, 2026 | 2 | Filing ↗ |
| General and administrative expenses | “$220 to $210” | for Q3 FY2026 | GAAP-tied | Aug 3, 2026 | 1 | Filing ↗ |
| General and administrative expenses | “$895 to $875” | for FY2026 | GAAP-tied | Feb 10, 2026 | 3 | Filing ↗ |
| Global RevPAR growth expectation | “3 to 3.5 percent” | for FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Investment spending | “$1,250 to $1,350” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Net rooms growth | “Low end of 4.5% to 5%” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Worldwide RevPAR growth | “3.5% to 4.0%” | for Q3 FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
| Worldwide RevPAR growth | “3.0% to 3.5%” | for FY2026 | Company-defined | Aug 3, 2026 | 1 | Filing ↗ |
Gross fee revenues, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Online travel & lodging. What they guide on, and who reported this season.
| Carnival | Sep 29, 2026 | 36 changes |
| Airbnb | Aug 6, 2026 | 10 changes |
| Choice Hotels | Aug 5, 2026 | 13 changes |
| Expedia Group | Aug 5, 2026 | 6 changes |
| Booking Holdings | Aug 4, 2026 | 7 changes |
| Marriott International | Aug 3, 2026 | 15 changes |
| Hyatt Hotels | Jul 30, 2026 | 6 changes |
| Norwegian Cruise Line Holdings | Jul 30, 2026 | 45 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Gross fee revenues | 6 statements | 8 statements | 2 statements | — |
| Owned, leased, and other revenue, net of direct expenses | — | 7 statements | 2 statements | — |
| Owned, leased, and other revenue, net of owned, leased, and other expense | 6 statements | — | — | — |
| Adjusted EBITDA | 6 statements | 8 statements | 2 statements | — |
| Adjusted EPS – diluted | 6 statements | 8 statements | 2 statements | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 3, 2026 | FY2026 Q2 | 0001048286-26-000033 | 18 | Open filing ↗ |
| May 6, 2026 | FY2026 Q1 | 0001048286-26-000012 | 18 | Open filing ↗ |
| Feb 10, 2026 | FY2025 Q4 | 0001048286-26-000005 | 19 | Open filing ↗ |
| Nov 4, 2025 | FY2025 Q3 | 0001048286-25-000011 | 15 | Open filing ↗ |
| Aug 5, 2025 | FY2025 Q2 | 0001628280-25-037592 | 15 | Open filing ↗ |
| May 6, 2025 | FY2025 Q1 | 0001628280-25-022390 | 18 | Open filing ↗ |
| Feb 11, 2025 | FY2024 Q4 | 0001628280-25-004772 | 17 | Open filing ↗ |
| Nov 4, 2024 | FY2024 Q3 | 0001628280-24-044831 | 17 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Increase over 2025 Adjusted EBITDA = 7 % to 9 % | span gate: value not verbatim in filing | Feb 10, 2026 |
| Increase over 2025 Adjusted EBITDA = 8 % to 10 % | span gate: value not verbatim in filing | Feb 10, 2026 |