Hilton (NYSE:HLT) Beats Q4 Estimates with 10.9% Revenue and 3.2% EPS Surprise

Hilton Worldwide (NYSE:HLT) reported Q4 CY2025 revenue of $3.09 billion, up 10.9% year-on-year, and non-GAAP earnings of $2.08 per share, 3.2% above analyst estimates. Revenue per available room reached $110.89, with sales from restaurants, bars, and amenities outperforming room bookings. Over the last five years, Hilton grew sales at a 22.8% annual rate and EPS at a 146% CAGR, indicating strong profitability per-share growth. However, two-year revenue growth slowed to 8.5%, and next-year revenue and EPS growth expectations of 7.2% and 12.7%, respectively, suggest demand may face headwinds. The company’s operating margin averaged 21.8% over the last two years, rising to 19.5% in Q4 CY2025, reflecting improved efficiency. Despite this, its cost structure remains a concern for a consumer discretionary firm. Publish Date: February 11, 2026