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Hilton Slips as Quarterly Results Confront High Bar
Posted
February 11, 2026
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February 11, 2026
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27:34
4:57Now PlayingHilton Worldwide Holdings Inc. shares slip 1% in premarket trading after the hotel chain reported earnings for the fourth quarter and gave an outlook. Analysts note that the bar was high coming into the print due to Hilton’s valuation — it closed Tuesday at an all-time high — and Marriott’s strong results. Bloomberg's Brian Egger joins to discuss. Hilton Worldwide Holdings Inc. reported fourth quarter earnings that beat expectations, as the company’s ability to add new hotels to its global network drove growth.
Hilton reported adjusted earnings per share of $2.08, higher than an average analyst estimate of $2.02 compiled by Bloomberg.
Key insights
Hilton recorded system-wide $110.89 in revenue per available room for the quarter, up just 0.5% from the previous year. The US government shutdown weighed on results, snarling airport travel and reducing bookings by federal workers. Earlier in the year, US trade policy led to fewer visitors from Canada and other countries.
The company, whose brands include Waldorf Astoria and Hampton Inn, expects global revpar will increase by 1% to 2% in 2026. Major events like the World Cup and the America250 celebration may help the company exceed that outlook.
“As we look ahead to 2026, we are increasingly optimistic about the tailwinds building, including improving demand patterns, driven by broader macroeconomic growth and major global and domestic events,” Chief Executive Officer Christopher Nassetta said in the statement.
Hilton had more than 9,100 hotels at the end of last year, and increasing its property count is critical to boosting profit. The company is projecting net unit growth between 6% and 7%.
Market reaction
Hilton shares have increased 21% over the last 12 months compared to a slight increase in the S&P 500 Hotels Restaurants & Leisure Index.
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