GuruFocus·Oct 28, 2026
X Marks the Spot: The StandardX Is Coming to Times SquareX marks the spot. And this time, it's right in the middle of Times Square.This press release features multimedia. View the full release here: https://www.busine
Hyatt's revenue base has expanded sharply with the Apple Leisure Group consolidation, with the latest quarter showing a 97.4% year-over-year increase that may partly reflect acquisition effects rather than organic demand.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has swung between roughly $760 million and $1.8 billion across recent quarters while gross margin compressed from about 43% in 2024 to 19.5%-22.0% in 2026, indicating reimbursed costs and all-inclusive accounting may be diluting reported profitability.
Hyatt is transitioning to an asset-light model, targeting 90% of earnings from fee-based operations, which could improve margins and reduce capital intensity.
The durability of the luxury travel trend supports Hyatt's premium positioning, with potential for sustained revenue growth in high-end markets.
Hyatt's expansion into underpenetrated markets in Europe and Asia could drive long-term growth, with a bull case projecting a 10% EPS CAGR.
Trailing total returns as of 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $1.27+67.1% vs $0.76 | $1.7B-0.5% vs $1.8B |
Q3 2026 Jul 30, 2026 | $1.12+22.7% vs $0.91 | $1.8B+0.7% vs $1.8B |
Q2 2026 Apr 30, 2026 | $0.63+11.5% vs $0.56 | $1.7B+0.7% vs $1.7B |
Q1 2026 Feb 12, 2026 | $1.33+358.6% vs $0.29 | $1.8B-0.8% vs $1.8B |
X marks the spot. And this time, it's right in the middle of Times Square.This press release features multimedia. View the full release here: https://www.busine
Hyatt's Q3 earnings could benefit from high-single-digit gross fee growth and a strong development pipeline, but regional challenges may weigh on revenues.
Hyatt Hotels (H) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
A.N. Pritzker locked his family's assets into a web of trusts back when Hyatt was a single airport motel, and the same legal structure any estate lawyer drafts today traces directly back to that bet on his grandchildren's future.
Benchmark H against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Hyatt Hotels Corporation (H)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $184.32 | $17.47B | 95.48 | 116.96% | 2.61% | 5.19% | 0.32% | |
| $416.47 | $108.6B | 41.00 | 4.33% | 9.68% | — | 0.64% | |
| $370.45 | $83.38B | 49.25 | 7.74% | 13.4% | — | 0.16% | |
| $178.75 | $26.41B | 36.70 | 5.4% | — | — | 0.97% | |
| $77.35 | $5.74B | 28.45 | 1.49% | 13.97% | 43.21% | 2.17% | |
| $118.91 | $5.41B | 26.20 | 0.75% | 12.64% | 139.04% | 0.97% |
Hyatt Hotels Corporation (H) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Hyatt Hotels Corporation (H) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
May 28, 2026·SEC
Feb 13, 2026·SEC
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Hyatt Hotels Corporation (H) stock FAQ — growth, dividends, profitability & financials explained
Hyatt Hotels Corporation (H) reported $7.15B in revenue in fiscal year 2025, which is also its trailing twelve months. That is 91% more than the $3.74B of fiscal year 2007.
Hyatt Hotels Corporation (H) grew revenue by 66.2% over the trailing twelve months, compared with the twelve months before.
Yes. Hyatt Hotels Corporation (H) earned $186.0M in net income over the trailing twelve months (a 2.6% net margin).
Yes. Hyatt Hotels Corporation (H) pays a dividend that yields 0.32% at the current price, a small yield.
Hyatt Hotels Corporation (H) had a return on equity (ROE) of 5.2% over the trailing twelve months. That is below the market's typical 10-15%.
Hyatt Hotels Corporation (H) generated $324.0M in free cash flow over the trailing twelve months.
