Wyndham Q4 Revenue Falls to $334M, EPS Beats by 4.4%, Guidance Misses
Wyndham reported Q4 2025 revenue of $334m, missing estimates by 0.6% while adjusted EPS of $0.93 beat by 4.4%, and a 49.4% EBITDA margin. FY2026 guidance of $4.71 EPS and $737.5m EBITDA midpoints missed forecasts by 5.2% and 3% respectively, despite 72,000 new rooms and 15% ancillary fee growth.
1. Q4 Financial Results
Wyndham’s Q4 2025 revenue was $334 million, down 2.1% year-over-year and 0.6% below estimates. Adjusted EPS of $0.93 exceeded forecasts by 4.4%, and adjusted EBITDA reached $165 million for a 49.4% margin amid mixed RevPAR trends.
2. FY2026 Guidance Miss
Management issued FY2026 adjusted EPS guidance with a midpoint of $4.71, 5.2% below consensus, and EBITDA guidance at $737.5 million, roughly 3% under analyst projections. The outlook reflects cost savings, development pipeline momentum, and ongoing macroeconomic uncertainties.
3. Growth and Operational Initiatives
The company opened 72,000 new rooms (4% net growth) with 870 signed deals, accelerated AI deployment across over 5,000 hotels, and saw ancillary fees jump 15% through expanded credit card programs and a subscription launch. These strategic investments aim to bolster long-term franchisee profitability and diversified fee revenue.