Travel Stocks Q1 Mixed as Revenue Beats Overshadowed by Weak Guidance (CHH, SABR, DAL, VAC, CCL)

Travel and vacation providers posted mixed first-quarter results, with aggregate revenue beating estimates by 1.6% but next-quarter guidance trailing by 9.3%, according to StockStory data published June 2, 2026. Despite the uneven reports, the group’s shares have risen 11.8% on average since earnings. Choice Hotels (CHH) saw revenue climb 2.3% to $340.6 million, exceeding expectations, but missed adjusted operating income and earnings estimates, pushing its stock down 7.3%. Sabre (SABR) topped revenue, operating income, and EPS forecasts, yet shares slipped 3.6%. Delta Air Lines (DAL) recorded a 12.9% revenue surge to $15.85 billion, ahead of views, but missed EPS and issued lower guidance; its stock rose 25.8%. Marriott Vacations (VAC) beat on revenue but missed operating income and EPS, with shares up 20.9%. Carnival (CCL) met revenue estimates and beat on operating income, though weaker guidance left shares up 10.7%. The broader market has rotated from AI and crypto concerns to geopolitical risks, as the US-Iran conflict heightens focus on oil and inflation.