Marriott's asset-light franchise model continues to deliver stable mid-single-digit revenue growth (4.8% in 2026Q2) and strong operating leverage, with SG&A flat near $220-245M quarterly and operating margin expanding to 17.4%. However, the balance sheet is in...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth normalized to 4.8% in 2026Q2, with gross margin volatile (22.0% vs. 26.9% in 2025Q2) but operating margin expanding to 17.4% on flat SG&A.
Marriott's strong brand and network moat are highlighted, emphasizing franchise durability and customer stickiness driven by the Marriott Bonvoy program.
The company's franchise model provides resilience and scalability, contributing to long-term growth and profitability.
The Bonvoy program enhances customer retention and owner stickiness, driving recurring revenue and brand loyalty.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $3.19+3.6% vs $3.08 | $7.1B-1.7% vs $7.2B |
Q2 2026 May 6, 2026 | $2.72+6.3% vs $2.56 | $6.7B+1.0% vs $6.6B |
Q1 2026 Feb 10, 2026 | $2.58-0.8% vs $2.60 | $6.7B+0.3% vs $6.7B |
Q4 2025 Nov 4, 2025 | $2.47+3.8% vs $2.38 | $6.5B+0.5% vs $6.5B |
Allworth Financial LP trimmed its holdings in Marriott International, Inc. (NASDAQ: MAR) by 39.6% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,976 shares of the company's stock after selling 9,812 shares during the period. Allworth Financial LP's holdings in Marriott
Marriott International, Inc. (MAR) Presents at Bank of America Gaming and Lodging Conference 2026 Transcript
Thoughtfully designed voyages across Europe balance iconic destinations with quieter coastal communities, creating space for unexpected moments of discovery along the way. FORT LAUDERDALE, Fla.
California State Teachers Retirement System lifted its position in Marriott International, Inc. (NASDAQ: MAR) by 43,255.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 114,540,104 shares of the company's stock after acquiring an additional 114,275,918 shares during the period. California
Benchmark MAR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Marriott International, Inc. (MAR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $348.06 | $90.76B | 36.68 | 4.33% | 9.93% | — | 0.77% | |
| $308.44 | $69.42B | 50.40 | 7.74% | 12.69% | — | — | |
| $154.85 | $22.88B | 31.80 | 5.4% | 14.02% | — | — | |
| $157.80 | $14.96B | -292.22 | 116.96% | 1.26% | 2.16% | — | |
| $67.86 | $5.04B | 27.47 | 1.49% | 14.67% | 42.06% | — | |
| $100.32 | $4.56B | 12.70 | 0.75% | 20.27% | 214.91% | — |
Marriott International, Inc. (MAR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Marriott International, Inc. (MAR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 13, 2026·SEC
Aug 3, 2026·SEC
May 13, 2026·SEC
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Marriott International, Inc. (MAR) stock FAQ — growth, dividends, profitability & financials explained
Marriott International, Inc. (MAR) reported $26.90B in revenue for fiscal year 2025. This represents a 197% increase from $9.05B in 1997.
Marriott International, Inc. (MAR) grew revenue by 4.3% over the past year. Growth has been modest.
Yes, Marriott International, Inc. (MAR) is profitable, generating $2.59B in net income for fiscal year 2025 (9.9% net margin).
Yes, Marriott International, Inc. (MAR) pays a dividend with a yield of 0.77%. This makes it attractive for income-focused investors.
Marriott International, Inc. (MAR) generated $3.13B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
