Hilton Forecasts 13.6% Q4 EPS Growth to $2 and RevPAR up 1%

HLTHLT

Hilton is set to report Q4 2025 results on Feb. 11, with consensus EPS of $2.00 representing 13.6% year-over-year growth and revenues near $3.0 billion, up 7.3%. Management projects system-wide RevPAR to rise about 1%, driven by stronger group demand and favorable holiday timing.

1. Q4 Earnings Preview

Hilton will report fourth-quarter 2025 results on February 11 before the opening bell, with the consensus estimate at $2.00 in EPS versus $1.76 in the prior year, and revenues projected near $3.0 billion, reflecting a 7.3% increase.

2. Operational Drivers

Management projects system-wide RevPAR to increase approximately 1%, supported by stronger group contributions, holiday timing benefits, easier year-over-year comparisons and reduced disruptions from past renovations and international events.

3. Financial Outlook

Adjusted EBITDA is expected between $906 million and $936 million; management and franchise revenue is forecast at $882 million (up 8.9%), while franchise and licensing fees are seen at $718.9 million (up 12%), with foreign exchange headwinds and renovation activity as potential headwinds.

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