Hyatt Hotels (H) Q4 CY2025 Results: Revenue Up 11.7% to $1.79B, EPS Surpasses Estimates

Hyatt Hotels (NYSE:H) reported Q4 CY2025 revenue up 11.7% year-on-year to $1.79 billion, exceeding Wall Street expectations. Non-GAAP EPS of $1.33 surpassed analyst forecasts, while the full-year EPS transitioned from negative to positive over the past five years. Supporting context: The company’s five-year revenue CAGR was 28%, but recent two-year growth slowed to 3.2% YoY. Revenue per available room rose to $146.01, with ancillary sales outperforming room revenue as room revenue growth lagged. Operating margins averaged 5.3% over the past two years, and the stock closed flat at $167.26 after the earnings release. Looking ahead, sell-side analysts project revenue to grow 2.6% over the next 12 months and full-year EPS of $2.17, implying modest top-line acceleration and a potential focus on cost efficiency to drive margin expansion.