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Industry top-down

Lodging

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

10 companiesMedian revenue YoY: +4.8%EPS beat rate:

AI industry top-down

The lodging industry generally experienced robust revenue growth. Major players such as Marriott, Hilton, and H World Group recorded positive revenue and double-digit EPS growth. In contrast, Hyatt saw a slowdown in revenue growth and a sharp decline in EPS, while Civeo experienced negative revenue growth. Performance among individual companies within the industry was mixed, with CHOICE HOTELS, for instance, achieving high EPS growth despite lower revenue.

  • Most companies experienced solid revenue growth (median 4.76%)
  • Major hotel chains recorded double-digit EPS growth
  • Some companies saw EPS improvement despite a revenue slowdown
Where companies diverge: Hyatt (H)'s revenue growth slowdown and sharp EPS decline · Civeo (CVEO)'s sole revenue decline · CHOICE HOTELS (CHH)'s high EPS growth compared to low revenue growth

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MARMARRIOTT INTERNATIONAL INC /MD/FY2026 Q1$6.26B+4.8%$2.39+23.8%
HLTHilton Worldwide Holdings Inc.FY2026 Q1$2.7B+4.7%$1.23+18.3%
HHyatt Hotels CorpFY2026 Q1$1.72B+0.2%$0.19-96.1%
HTHTH World Group LtdFY2025 Q2$1.65B+5.0%$0.11+57.1%
CHHCHOICE HOTELS INTERNATIONAL INC /DEFY2026 Q1$332.86M+0.3%$0.94+51.6%
ATATAtour Lifestyle Holdings LtdFY2024 Q1$203.36M$0.09
CVEOCiveo CorpFY2026 Q1$144.04M-13.3%$-0.72
INTGINTERGROUP CORPFY2026 Q3$48.17M+7.7%$-1.71
PRSIPORTSMOUTH SQUARE INCFY2026 Q3$34M+6.0%$-9.02
006730Seobu T&D Co.,LtdFY2025 Q2₩54.61B₩-59.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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