Marriott publishes transcript of Q2 2026 earnings call
MAR•Card deals and room growth outlook
- New U.S. co-branded card deals with JPMorgan Chase and American Express; 2026 incremental fees about USD 30 million for two quarters; 2028 impact USD 100-125 million.
- Full-year net rooms growth now likely near the low end of the 4.5%-5% range due to Middle East delays; Middle East hit to global RevPAR seen at about 100 bps.
Guidance raised for RevPAR, fees, and earnings
- Raised full-year global RevPAR growth outlook to 3%-3.5%; Q2 global RevPAR rose 3.4%; Q3 global RevPAR seen up 3.5%-4%.
- Updated full-year gross fee revenue view to USD 6.03-6.06 billion; adjusted EBITDA seen at USD 5.97-6.03 billion; adjusted diluted EPS growth targeted at 16%-18%.
Marriott releases Q2 2026 earnings call transcript
Marriott published its Q2 2026 earnings call transcript with CEO Tony Capuano, CFO Jen Mason, SVP IR Jackie McConagha, and Senior Director IR Pilar Fernandez.
