HLT · Hilton Worldwide Q2 FY2026 earnings call record财报电话会记录

“The continued improvement in travel demand across chain scales and segments supported both our top-line and bottom-line results.”

“Leisure Transient RevPAR was up 1.6%, supported by World Cup demand exceeding expectations but offset by unfavorable holiday shifts and pressure from the conflict in the Middle East.”

“RevPAR to continue to benefit from macro tailwinds, including supportive tax and regulatory policy, increased private sector investment in the AI complex, and ongoing public infrastructure spending, which should benefit the middle and lower income consumer and drive broader demand growth across our system, and will be coupled with historically low levels of supply growth at less than 1/2 of 1%.”

“More than 70% of our signings were in international markets, driven by strong momentum across Europe and Asia Pacific outside of China, where we currently only have 2% and 1% market share of supply, respectively.”

“In CALA, a fast-growing region where we have only 3% market share of supply, signings grew 20% year-over-year, with growth across all chain scales.”

“Most recently, we initiated an intensive cross-functional review of hotel-level P&Ls to identify where Hilton's scale, technology, and enterprise capabilities can drive incremental owner profitability.”

“RevPAR increased 5.4%, driven by strong demand across all segments, with U.S.”

“We expect to deliver between 6%-7% growth for the full year, with the second half of the year stronger than the first half of the year.”

“For the full year, we expect RevPAR growth of 3%-3.5%, driven by continued broadening of demand growth across our system and strength in the U.S.”

“Moving on to capital return, we paid a cash dividend of $0.15 per share during the second quarter for a total of $34 million.”

“For 2026, we expect to return approximately $3.5 billion to shareholders in the form of buybacks and dividends.”

“Among that is about 1/3 of those hotels that drive over 80% of the EBITDA, are really important, really great hotels that provide a lot of benefit to the company in terms of serving customers.”