Hyatt Hotels (1HTA) AI Stock Analysis

Company Guidance

For full year 2026, Hyatt expects system-wide RevPAR growth between 5% and 5.5%, U.S. RevPAR growth between 5% and 6%, international-market RevPAR growth to be slightly lower than the United States, net rooms growth of approximately 6%, gross fees to grow between 10% to 11% to $1.32 billion to $1.335 billion, adjusted EBITDA to grow at a strong rate of 14% to 17% to $1.17 billion to $1.20 billion, adjusted free cash flow of $580 million to $630 million, an increase of between 20% to 30%, adjusted EBITDA to adjusted free cash flow conversion of at least 50%, and capital returns to shareholders between $375 million and $425 million; the outlook includes an approximate $10 million impact to full year fees from the Middle East, a $20 million decline in fees for the year from Mexico, an approximately $30 million year-over-year decline in the Distribution segment, and a $15 million Jamaica headwind, while for 2027 Hyatt expects all-inclusive bookings at Americas resorts up in the high single digits, corporate pace up almost 10%, group bookings excluding FIFA at mid-single digits, first-quarter openings year-over-year increase solidly in above 6% -- in the 6% to 7% range, and continues to feel very confident about 6% to 8% for 2026 to 2028.