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Marriott International
Marriott International (MAR) investor relations material
Marriott International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved strong 2025 results with global portfolio at 1.78 million rooms across 9,800+ properties in 145 countries, driven by conversions and robust signings, with a record pipeline of 610,000 rooms, up 6% year-over-year.
Global RevPAR rose 2% for the year, led by luxury and leisure segments, with international RevPAR up over 5% and U.S./Canada up 0.7%.
Marriott Bonvoy loyalty program reached 271 million members, with 43 million new members in 2025.
Returned over $4 billion to shareholders through dividends and buybacks in 2025.
Significant investments in technology, AI, and digital transformation underway, with new partnerships with Google and OpenAI.
Financial highlights
Fourth quarter total gross fee revenues grew 7% to $1.4 billion, driven by higher RevPAR, room additions, and 8% growth in credit card fees.
Fourth quarter Adjusted EBITDA rose 9% to $1.4 billion; full-year Adjusted EBITDA up 8% to $5.38 billion.
Full-year adjusted EPS increased 7% to $10.02.
Co-branded credit card fees rose over 8% to $716 million for the year.
Franchise and base management fees in Q4 rose 5% year-over-year to $1,186 million.
Outlook and guidance
2026 net rooms growth expected at 4.5%-5%, with global RevPAR growth of 1.5%-2.5%.
Gross fee revenues projected to rise 8%-10% to $5.9-$5.96 billion; Adjusted EBITDA expected to increase 8%-10% to $5.8-$5.9 billion.
Adjusted diluted EPS growth forecasted at 13%-15% for 2026, with guidance of $11.32–$11.57.
World Cup expected to add 30-35 basis points to global RevPAR growth in 2026.
Over $4.3 billion in capital returns to shareholders projected for 2026.
U.S. & Canada RevPAR outlook for 2026
Pipeline mix by tier or segment
U.S. co-branded card renegotiation impact
How does the royalty rate change affect future CC deals?
Detail AI partnerships' impact on distribution
Actions to improve franchisee economic model
Partial view of Summaries dataset, powered by Quartr API
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Next Marriott International earnings date
Q1 20265 May, 2026
Marriott International
Next Marriott International earnings date
Q1 20265 May, 2026
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Frequently asked questions
Hotel Chain Giant
Marriott International, Inc. is an American company that operates and franchises hotels, timeshares, lodgings, and more globally. The company is one of the largest in its industry, with close to 1,5 million rooms available worldwide, and a majority of Marriott hotels and properties are run by franchisees. Marriott International is headquartered in Bethesda, Maryland and its shares are traded on the Nasdaq.
From Root Beer to Global Presence
Marriott International, founded by J. Willard and Alice Marriott, traces its origins back to 1927 when the couple started with a nine-seat A&W root beer stand in Washington, D.C. Their modest venture blossomed into the Hot Shoppes restaurant chain, and by 1957, they expanded into the hotel industry with the opening of the Twin Bridges Motor Hotel in Arlington, Virginia. The Marriotts capitalized on the emerging trend of road travel in the US, and their timing was impeccable; as interstate highways expanded, so did the demand for convenient, quality lodging. As the company grew, Marriott diversified its portfolio by acquiring and launching various hotel brands to cater to different market segments, from luxury to budget travelers. Today, the company competes on the international stage against other large international chains such as Hilton, InterContinental Hotels Group, Hyatt, and others.
Franchises
Marriott's franchise model is a foundational aspect of its business strategy. Instead of directly owning the majority of its properties, the company typically enters into management or franchise agreements with third-party owners. Under this model, the actual hotel assets are owned by independent investors or entities. Marriott, in turn, provides its brand name, standardized operational procedures, training resources, and access to its centralized reservation system. This arrangement allows the franchisees to gain an advantage from Marriott's established brand identity and systems, aiming for more consistent service delivery and potentially enhanced revenue streams. For its part, Marriott collects a fee, which is often based on a portion of the hotel's revenues. This franchise approach enables Marriott to expand its brand presence without the substantial financial outlay of property ownership, while the franchisees benefit from the backing of a well-known brand in the hospitality industry.
Different Hotel Experiences
Each brand within Marriott's portfolio is structured to offer different types of stays to suit various traveler preferences and needs. For those seeking luxury accommodations, they might consider brands like The Ritz-Carlton or St. Regis, which offer high-end services in prime locations. The Autograph Collection and Tribute Portfolio are designed to provide unique and individualized experiences, while Marriott Courtyard is perfectly suited for business travel. This merely scratches the surface of the offerings from Marriott but can act as an indication of the scope and variety of the different properties.
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