Current guidance
53 items
Each item compared with the same item in the previous release (Apr 29, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Marketing fund revenues versus expenses | for FY2026 | — | “roughly equal” | Filing ↗ |
| New | Net revenues | for FY2026 | — | “$1.48 - $1.50 billion” | Filing ↗ |
| Raised | Adjusted diluted EPS | for FY2026 | “$4.62 - $4.80” | “$4.71 - $4.83” | Filing ↗ |
| Narrowed | Adjusted EBITDA | for FY2026 | “$730 - $745 million” | “$735 - $745 million” | Filing ↗ |
| Narrowed | Adjusted EBITDA (a) | for FY2026 | “730 – 745” | “735 – 745” | Filing ↗ |
| New | Adjusted EBITDA comparable basis growth rate | for FY2026 | — | “5% - 7%” | Filing ↗ |
| Narrowed | Adjusted net income | for FY2026 | “$354 - $368 million” | “$355 - $365 million” | Filing ↗ |
| Narrowed | Adjusted income before income taxes | for FY2026 | “473 – 492” | “473 – 487” | Filing ↗ |
| New | Amortization of acquisition-related intangible assets (excluded from D&A outlook) | for FY2026 | — | “approximately $25 million” | Filing ↗ |
| Lowered | Diluted shares (d) | for FY2026 | “76.7” | “75.4” | Filing ↗ |
| New | Effective tax rate assumption | for FY2026 | — | “approximately 25%” | Filing ↗ |
| Raised | Global RevPAR (e) | for FY2026 | “(1.0%) – 1.0%” | “0.0% – 1.0%” | Filing ↗ |
| Lowered | Income tax expense (c) | for FY2026 | “119 – 124” | “118 – 122” | Filing ↗ |
| Raised | Interest expense, net | for FY2026 | “139 – 141” | “144 – 146” | Filing ↗ |
| New | Second half domestic RevPAR | for H2 FY2026 | — | “approximately 2%” | Filing ↗ |
| New | Year-over-Year Growth: Global RevPAR | for FY2026 | — | “0.0% – 1.0%” | Filing ↗ |
| New | Year-over-Year Growth: Number of rooms | for FY2026 | — | “4.0% – 4.5%” | Filing ↗ |
| Reiterated | Capital expenditures | for FY2026 | “$40 – 45” | “$40 – 45” | Filing ↗ |
| Reiterated | Depreciation and amortization expense (b) | for FY2026 | “36 – 38” | “36 – 38” | Filing ↗ |
| Reiterated | Development advance notes | for FY2026 | “Approx. $110” | “Approx. $110” | Filing ↗ |
| Reiterated | Development advance notes amortization expense | for FY2026 | “35 – 37” | “35 – 37” | Filing ↗ |
| Reiterated | Free cash flow conversion rate | for FY2026 | “55% - 60%” | “55% - 60%” | Filing ↗ |
| Reiterated | Number of rooms (f) | for FY2026 | “4.0% – 4.5%” | “4.0% – 4.5%” | Filing ↗ |
| Reiterated | Stock-based compensation expense | for FY2026 | “41 – 43” | “41 – 43” | Filing ↗ |
| Reiterated | Net debt leverage ratio stated target range | for the long term | “3 to 4 times” | “3-to-4 times” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Fee-related and other revenues | for FY2026 | “$1.46 - $1.49 billion” | — | Filing ↗ |
| Not restated | Marketing fund revenues vs. expenses | for FY2026 | “roughly equal expenses” | — | Filing ↗ |
| Not restated | Adjusted EBITDA comparable basis growth rate (excluding Revo deferral and one-time cost reductions) | for FY2026 | “5% - 7%” | — | Filing ↗ |
| Not restated | Adjusted EBITDA growth rate (comparable basis) | for FY2026 | “5% - 7%” | — | Filing ↗ |
| Not restated | Diluted shares (Table 8 Outlook) | for FY2026 | “75.9” | — | Filing ↗ |
| Not restated | Net debt leverage ratio target range | for the long term | “3 to 4 times” | — | 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 |
|---|---|---|---|---|---|---|
| Fee-related and other revenues | “$1.46 - $1.49 billion” | for FY2026 | GAAP-tied | Feb 18, 2026 | 1 | Filing ↗ |
| Marketing fund revenues versus expenses | “roughly equal” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Marketing fund revenues vs. expenses | “roughly equal expenses” | for FY2026 | GAAP-tied | Feb 18, 2026 | 2 | Filing ↗ |
| Net revenues | “$1.48 - $1.50 billion” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Net revenues (Table 8 Outlook) | “$ 1,465 – 1,495” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Net revenues (Updated Outlook) | “$1.47 - $1.50 billion” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Net revenues from foreclosed Revo properties | “approximately $10 million” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted diluted EPS | “$4.71 - $4.83” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Adjusted diluted EPS (Updated Outlook) | “$4.62 - $4.80” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$735 - $745 million” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Adjusted EBITDA (a) | “735 – 745” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Adjusted EBITDA (Table 8 Outlook) | “730 – 745” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA (Updated Outlook) | “$730 - $745 million” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA comparable basis growth rate | “5% - 7%” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA comparable basis growth rate (excluding Revo deferral and one-time cost reductions) | “5% - 7%” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA growth rate (comparable basis) | “5% - 7%” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Adjusted net income | “$355 - $365 million” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Adjusted net income (Updated Outlook) | “$351 - $365 million” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Adjusted income before income taxes | “473 – 487” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Adjusted income before income taxes (Table 8 Outlook) | “468 – 487” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Amortization of acquisition-related intangible assets (excluded from D&A outlook) | “approximately $25 million” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Capital expenditures | “$40 – 45” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Capital expenditures (Table 8 Outlook) | “$40 – 45” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Depreciation and amortization expense (b) | “36 – 38” | for FY2026 | GAAP-tied | Feb 18, 2026 | 2 | Filing ↗ |
| Depreciation and amortization expense (Table 8 Outlook) | “36 – 38” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Development advance notes | “Approx. $110” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Development advance notes (Table 8 Outlook) | “Approx. $110” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Development advance notes amortization expense | “35 – 37” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Development advance notes amortization expense (Table 8 Outlook) | “35 – 37” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Diluted shares (d) | “75.4” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Diluted shares (Table 8 Outlook) | “75.9” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Effective tax rate | “approximately 25%” | for FY2026 | GAAP-tied | Feb 18, 2026 | 1 | Filing ↗ |
| Effective tax rate assumption | “approximately 25%” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Effective tax rate assumption (Table 8 Outlook) | “approximately 25%” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Free cash flow conversion rate | “55% - 60%” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Free cash flow conversion rate (Updated Outlook) | “55% - 60%” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Global RevPAR (e) | “0.0% – 1.0%” | for FY2026 | Company-defined | Feb 18, 2026 | 3 | Filing ↗ |
| Income tax expense (c) | “118 – 122” | for FY2026 | GAAP-tied | Feb 18, 2026 | 2 | Filing ↗ |
| Income tax expense (Table 8 Outlook) | “117 – 122” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Interest expense, net | “144 – 146” | for FY2026 | GAAP-tied | Feb 18, 2026 | 2 | Filing ↗ |
| Interest expense, net (Table 8 Outlook) | “144 – 146” | for FY2026 | GAAP-tied | Apr 29, 2026 | 1 | Filing ↗ |
| Number of rooms (f) | “4.0% – 4.5%” | for FY2026 | Company-defined | Feb 18, 2026 | 3 | Filing ↗ |
| Number of rooms year-over-year growth (Table 8 Outlook) | “4.0% – 4.5%” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Second half domestic RevPAR | “approximately 2%” | for H2 FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense | “41 – 43” | for FY2026 | Company-defined | Feb 18, 2026 | 2 | Filing ↗ |
| Stock-based compensation expense (Table 8 Outlook) | “41 – 43” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Year-over-year global RevPAR growth | “(1.5%) - 0.5%” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
| Year-over-year global RevPAR growth (Updated Outlook) | “(1.0%) - 1.0%” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Year-over-Year Growth: Global RevPAR | “0.0% – 1.0%” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Year-over-Year Growth: Number of rooms | “4.0% – 4.5%” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Year-over-year rooms growth | “4.0% - 4.5%” | for FY2026 | Company-defined | Feb 18, 2026 | 1 | Filing ↗ |
Adjusted diluted EPS, 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 | Long-term | No period |
|---|---|---|---|---|---|
| Fee-related and other revenues | 1 statement | 4 statements | 1 statement | — | — |
| Marketing fund expenses in excess of revenues | — | 1 statement | — | — | — |
| Marketing fund expenses to exceed revenues | — | 1 statement | — | — | — |
| Marketing fund revenues relative to expenses | — | 1 statement | — | — | — |
| Marketing fund revenues versus expenses | 1 statement | — | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 22, 2026 | FY2026 Q2 | 0001722684-26-000072 | 25 | Open filing ↗ |
| Apr 29, 2026 | FY2026 Q1 | 0001722684-26-000057 | 24 | Open filing ↗ |
| Feb 18, 2026 | FY2025 Q4 | 0001722684-26-000004 | 24 | Open filing ↗ |
| Oct 22, 2025 | FY2025 Q3 | 0001722684-25-000052 | 23 | Open filing ↗ |
| Jul 23, 2025 | FY2025 Q2 | 0001722684-25-000026 | 20 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q1 | 0001722684-25-000014 | 22 | Open filing ↗ |
| Feb 12, 2025 | FY2024 Q4 | 0001722684-25-000003 | 25 | Open filing ↗ |
| Oct 23, 2024 | FY2024 Q3 | 0001722684-24-000019 | 21 | Open filing ↗ |