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Hyatt Hotels (H) said Thursday that its board has increased its share repurchase authorization by $1

Hasbro, Inc. HAS reported strong first-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased year over year.Hasbro delivered a strong first-quarter 2026 performance, supported by robust growth in its Wizards and Digital Gaming business, particularly from MAGIC: THE GATHERING. Strong demand for new releases, continued momentum in backlist titles and contribution from Monopoly Go! helped drive revenue and profit growth.However, performance was partially affected by weakness in the Entertainment segment due to unfavorable deal timing and softer Film & TV revenues. The Consumer Products segment also faced pressure from higher tariff-related costs, challenging licensing comparisons and seasonal losses. In first-quarter fiscal 2026, HAS reported adjusted earnings per share (EPS) of $1.47, rising 41.3% year over year and beating the Zacks Consensus Estimate of $1.12 by 31.3%. Hasbro, Inc. price-consensus-eps-surprise-chart | Hasbro, Inc. Quote Net revenues of $1 billion increased 12.7% from the year-ago period and topped the consensus mark of $957 million by 4.5%. The quarter again showed a clear separation in performance across Hasbro’s operating segments. Wizards of the Coast and Digital Gaming delivered revenues of $582 million, up 26% year over year, benefiting from strength in tabletop gaming and continued expansion in the broader ecosystem. Our model predicted the segment’s revenues to be $526.8 million. Adjusted operating margin expanded 140 basis points to 51.2% from 49.8% in the year-ago quarter. Consumer Products revenues were essentially flat at $397.9 million. Our model predicted the segment’s revenues to be $358.6 million. The adjusted operating margin was -10.2%, a 240-basis-point deterioration from -7.8% in the prior-year quarter.Entertainment revenues decreased 24% to $20.3 million, reflecting the timing and nature of deals. Our model predicted the segment’s revenues to be $27 million. Adjusted operating margin was 100%, up 3,480 basis points from 65.2% a year ago. Profitability improved meaningfully on both a reported and adjusted basis. Adjusted operating profit increased 29% to $287 million, pointing to stronger underlying execution and mix, and adjusted operating margin rose to 28.7% from 25.1%.The company reported adjusted EBITDA of $339.4 million compared with $274.3 mi...

American Public Education, Inc. APEI reported better-than-expected first-quarter 2026 results, with adjusted earnings and total revenues beating the Zacks Consensus Estimate. Both the metrics grew year over year. The quarter’s performance was supported by higher Military+ course activity and continued Health+ enrollment gains, helping lift profitability across key metrics. APEI reported adjusted earnings per share (EPS) of 94 cents, up 129.3% year over year, and surpassed the Zacks Consensus Estimate of 61 cents by 55.1%. American Public Education, Inc. price-consensus-eps-surprise-chart | American Public Education, Inc. Quote Total revenues increased 6.2% year over year to $174.7 million and edged past the consensus estimate of $174 million by 0.5%. Performance was supported by higher Military+ course activity and continued Health+ enrollment gains, helping lift profitability across key metrics. Profitability expanded meaningfully in the quarter as operating performance outpaced cost growth. Adjusted EBITDA increased 37.5% year over year to $29.2 million from $21.2 million. Adjusted EBITDA margin expanded to 17% from 13%, reflecting stronger operating leverage on higher revenues. Total costs and expenses in the first quarter of 2026 were $153.1 million, up 0.5% year over year. Instructional costs and services edged down to $74.6 million from $74.9 million, while selling and promotional expenses increased to $37.9 million from $35.2 million. American Public’s Segment Discussion Performance was supported by growth across both operating segments. Military+ revenues increased 6.5% year over year to $89.4 million, driven by higher registration activity. Segment EBITDA rose to $31.8 million from $25.2 million a year ago, with EBITDA margin expanding to 36% from 30%. Health+ revenues advanced 11% year over year to $85.4 million, reflecting higher enrollment and pricing actions implemented in the second half of 2025. Segment EBITDA improved to $3.2 million from $1.9 million in the year-ago quarter, and EBITDA margin increased to 4% from 2%. Military+ posted approximately 106,600 net course registrations in the quarter, up from roughly 102,500 a year earlier. Management noted the residual impact of the government shutdown remained limited to the U.S. Coast Guard and was resolved late in April, helping keep disruption contained. Health+ total student enrollment incre...

Wynn Resorts, Limited WYNN reported first-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis. Management noted the company’s strength across markets. Las Vegas delivered another quarter of EBITDAR growth and continued gains in gaming market share, while Macau saw a meaningful increase in gaming volumes year over year alongside healthy market share. The company reported adjusted earnings per share (EPS) of $1.25, beating the Zacks Consensus Estimate of $1.18 by 5.9%. In the prior-year quarter, the company reported an adjusted EPS of $1.07. Wynn Resorts, Limited price-consensus-eps-surprise-chart | Wynn Resorts, Limited Quote Quarterly operating revenues of $1.86 billion topped the consensus mark of $1.81 billion by 2.2%. The top line increased by 9.2% year over year. On a reported basis, net income attributable to Wynn Resorts increased to $120.5 million in the first quarter compared with $72.7 million reported in the year-ago quarter. Our model projected the metric to be $57.5 million. Operating income in the first quarter advanced to $282.6 million from $268.6 million, reported in the prior-year quarter. Our model projected the metric to be $241.7 million. Adjusted Property EBITDAR totaled $562.4 million, up from $532.9 million a year ago, and the earnings presentation indicated a quarterly EBITDAR margin of 30.3%. Cost items also moved higher in several areas, including depreciation and amortization of $160.5 million and gaming taxes of $514.5 million, while interest expense (net of amounts capitalized) was $152.4 million. Wynn Palace generated operating revenues of $659.3 million in the first quarter, rising $123.4 million from the prior-year period. The year-over-year increase was primarily driven by stronger gaming performance, alongside improvement across non-gaming categories. Our model projected first-quarter Wynn Palace revenues to be $572.9 million. Profitability strengthened in tandem with the revenue gains. Adjusted Property EBITDAR at Wynn Palace rose to $203.8 million from $161.9 million a year earlier. Mass-market table games’ win percentage increased to 26.6% from 24.8%, while the VIP win rate was 3.11%, within the property’s expected 3.1% to 3.4% range. Wynn Macau posted operating revenues of $329.9 million in the first quarter, essentially uncha...

Marriott International, Inc. MAR reported first-quarter 2026 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis. The quarter reflected broad-based demand, with worldwide RevPAR rising 4.2%. Strength in fee generation and continued development momentum also supported results. Following the results, Marriott’s shares gained 1.5% in the pre-market trading session. Marriott’s adjusted earnings per share (EPS) of $2.72 beat the Zacks Consensus Estimate of $2.58. It increased 17.2% year over year from $2.32 reported in the prior-year quarter. Marriott International, Inc. price-consensus-eps-surprise-chart | Marriott International, Inc. Quote Quarterly revenues of $6.65 billion beat the consensus mark of $6.59 billion. The top line moved up 6.2% on a year-over-year basis. Marriott’s asset-light model translated into higher fee generation in the quarter. Franchise fees rose to $872 million from $746 million in the prior-year period, benefiting from a combination of unit growth and improving systemwide performance. In the first quarter, Base management fees increased to $339 million compared with $325 million reported in the prior-year quarter. Our model projected the metric to be $330.4 million. Incentive management fees advanced to $222 million from $204 million in the year-ago period, supported by stronger results in the United States & Canada and broad-based improvement across international regions. Our model projected the metric to be $207.7 million. In the United States & Canada, comparable systemwide RevPAR increased 4.0% year over year. Management noted that performance strengthened through the quarter and was broad-based across customer segments and chain scales, pointing to resilient travel demand. International markets delivered additional upside, with RevPAR up 4.6% year over year despite the conflict in the Middle East affecting March trends. APEC led international performance, with first-quarter RevPAR increasing more than 7%, while RevPAR in Greater China increased by almost 6%, driven by leisure travel. Operating income improved to $1,064 million from $948 million in the year-ago quarter, reflecting higher fee revenues and disciplined execution across the platform. Adjusted EBITDA increased 15% year over year to $1,398 million, indicating healthy operating lev...

Norwegian Cruise Line Holdings Ltd. NCLH reported first-quarter 2026 results, with earnings beating the Zacks Consensus Estimate while revenues missed the same. The top and bottom lines improved on a year-over-year basis. Following the results, the company’s shares declined 6.1% in today’s pre-market trading session. Investor sentiment was impacted by softer booking trends and macroeconomic pressures, including geopolitical uncertainties affecting travel demand. Norwegian Cruise reported adjusted earnings per share (EPS) of 23 cents, beating the Zacks Consensus Estimate of 15 cents by 53.3%. In the prior-year quarter, the company reported adjusted EPS of 10 cents. Quarterly revenues of $2.33 billion missed the consensus mark of $2.34 billion by 0.5%. The metric increased 9.6% year over year. Norwegian Cruise Line Holdings Ltd. price-consensus-eps-surprise-chart | Norwegian Cruise Line Holdings Ltd. Quote Passenger ticket revenues were $1.54 billion compared with $1.42 billion reported in the prior-year quarter. Our model anticipated passenger ticket revenues to be $1.60 billion. Onboard and other revenues increased to $788.9 million from $708.9 million reported in the prior-year quarter. We expected onboard and other revenues to be $722.7 million. Total cruise operating expenses in the first quarter increased to $1.38 billion from $1.30 billion reported in the prior-year quarter. Our model anticipated total cruise operating expenses to be $1.38 billion. During the quarter, gross cruise costs per Capacity Day were approximately $287 compared with $297 reported in the prior-year period. Adjusted net cruise costs (excluding fuel) per Capacity Day amounted to about $169 on an as-reported basis. Net interest expenses were $166 million, down from $217.9 million reported in the year-ago quarter. Capacity Days increased to 6.39 million from 5.70 million reported in the prior-year quarter. Passenger Cruise Days rose to 6.63 million from 5.79 million. Occupancy reached 103.8%, up from 101.5% reported in the prior-year period, reflecting strong onboard demand and improved fleet utilization. Gross margin per Capacity Day increased 4% year over year, while Net Yield declined approximately 0.3% on an as-reported basis. As of March 31, 2026, the company had cash and cash equivalents of $185 million, down from $209.9 million at the end of 2025. Total debt was $15.2 billion....

Hospitality company Hyatt Hotels (NYSE:H) reported Q1 CY2026 results exceeding the market’s revenue expectations , with sales up 1.7% year on year to $1.75 billion. Its non-GAAP profit of $0.63 per share was 10.8% above analysts’ consensus estimates. Is now the time to buy H? Find out in our full research report (it’s free). Revenue: $1.75 billion vs analyst estimates of $1.73 billion (1.7% year-on-year growth, 1% beat) Adjusted EPS: $0.63 vs analyst estimates of $0.57 (10.8% beat) Adjusted EBITDA: $266 million vs analyst estimates of $270 million (15.2% margin, 1.5% miss) EBITDA guidance for the full year is $1.18 billion at the midpoint, in line with analyst expectations Operating Margin: 6.8%, in line with the same quarter last year RevPAR: $143.04 at quarter end, up 6.3% year on year Market Capitalization: $15.78 billion Hyatt Hotels’ first quarter was marked by strong demand from premium leisure travelers and ongoing growth in its loyalty program, contributing to results that exceeded Wall Street’s expectations. Management highlighted robust performance in luxury brands, with CEO Mark Hoplamazian noting, “Leisure demand from premium customers was exceptionally strong...with the strongest demand realized by our luxury brands.” The company also saw resilience in business and group travel, and its World of Hyatt loyalty membership increased 18% year on year, further amplifying the company’s reach and engagement with high-value guests. Looking ahead, management expects continued momentum in the United States and Asia, supported by favorable forward-booking trends and new hotel openings. CFO Joan Bottarini stated that group business in the U.S. is pacing up mid-single digits for the remainder of the year and that the pipeline for new hotels remains robust. Despite some anticipated headwinds in the Middle East and Mexico, the company plans to leverage its diversified brand portfolio and technology initiatives to deliver growth. Management remains confident in its ability to drive durable fee growth and expand its footprint in both established and emerging markets. Management attributed the quarter’s strength to luxury and lifestyle brand performance, loyalty program expansion, and robust international demand, while also noting isolated impacts from security issues in select markets. Luxury and Lifestyle Brands Excelled: Hyatt’s luxury and lifestyle segments l...

Q1 results beat expectations: System-wide RevPAR rose 5.4% led by luxury and premium leisure (U.S. RevPAR +3.3%), and Hyatt raised full-year system-wide RevPAR guidance to 2–4% while increasing its fee, adjusted EBITDA, and free-cash-flow outlook. Fee growth but distribution headwinds: Gross fees were up about 9% to $333 million and incentive fees rose ~14%, though distribution EBITDA was hurt by temporary issues including hotel closures in Jamaica after Hurricane Melissa and lower demand in Mexico (Mexico ≈10% of gross fees). Loyalty and pipeline momentum: World of Hyatt membership reached about 66 million (up 18%) accounting for nearly half of occupied rooms, and Hyatt's development pipeline hit a record ~151,000 rooms (up >9%), supporting continued room growth. Interested in Hyatt Hotels Corporation? Here are five stocks we like better. Hilton’s Q1 Report Put One Big Question Front and Center for 2026 Hyatt Hotels (NYSE:H) reported first-quarter 2026 results that management said exceeded expectations, led by strength in luxury travel, resilient demand from higher-end customers, and continued growth in the company’s fee-based business. Executives also addressed operating disruptions tied to geopolitical conflict in the Middle East and security concerns in Mexico, while outlining updated guidance for the year. Chairman, President, and CEO Mark Hoplamazian said Hyatt delivered “first quarter system-wide RevPAR growth of 5.4%,” which he said was ahead of expectations and driven by “continued strength in our luxury brands globally.” He added that RevPAR growth in the U.S. also came in above the company’s expectations, and that Hyatt saw “strong growth across most international markets.” → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Does Marriott’s Massive Rally Mean It’s Time to Check Out? Hoplamazian highlighted demand trends across customer segments, noting that “leisure demand from premium customers was exceptionally strong in the quarter, increasing approximately 7% compared to last year,” with the strongest performance in Hyatt’s luxury brands. He said business and group travel were also positive, with “business transient RevPAR up 2.4%” and “group RevPAR up nearly 4%” year-over-year. CFO Joan Bottarini provided regional detail, stating U.S. RevPAR increased 3.3%, led by full-service hotels supported by leisure demand and resorts that saw “a...

Hyatt Hotels Corporation H reported first-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Following the results, the company’s shares are up nearly 1% in the pre-market trading session today. The company reported first-quarter 2026 adjusted earnings of 63 cents per share, up 37% from 46 cents a year ago. The metric beat the Zacks Consensus Estimate of 57 cents per share by 10.5%. Total revenues rose 1.7% year over year to $1,748 million and topped the consensus mark of $1,712 million by 2.1%. Hyatt’s operating backdrop stayed constructive, with comparable system-wide hotels RevPAR increasing 5.4% and comparable system-wide all-inclusive resorts Net Package RevPAR rising 7.4% from the year-ago quarter. Hyatt’s first-quarter performance again highlighted its fee-driven model. Gross fees increased 8.6% year over year to $333 million, supported by continued strength in Hyatt’s managed and franchised base and contributions from newer hotels. Base management fees rose 10.9% on stronger performance outside the United States, solid U.S. resort trends and fees associated with the Playa Hotels acquisition. Incentive management fees advanced 13.8%, driven by the Playa Hotels acquisition, newly opened hotels and strength in Asia Pacific, partly offset by lower fees in the Middle East and Mexico. Franchise and other fees increased 3.1%, helped by non-RevPAR fee contributions and select-service gains in the United States. Hyatt Hotels Corporation price-consensus-eps-surprise-chart | Hyatt Hotels Corporation Quote The quarter’s revenue composition continued to reflect Hyatt’s role as manager and operator across a global portfolio. Revenues for reimbursed costs were $945 million, while reimbursed costs were $963 million, underscoring the pass-through nature of a sizable portion of reported revenues and expenses. Outside reimbursed costs, Hyatt generated net fees of $310 million and recorded contra revenues of $23 million. Owned and leased revenues were $219 million, while distribution revenues were $274 million. Adjusted EBITDA increased to $266 million from $261 million in the first quarter of 2025. By segment, management and franchising adjusted EBITDA rose to $264 million from $236 million, while distribution adjusted EBITDA declined to $29 million from $49 million and owned and leased adjusted EBITDA moved to $10 million...

Performance exceeded expectations driven by double-digit RevPAR growth in luxury brands and a 7% increase in leisure demand from premium customers. Management attributed sequential group market share gains over the last nine months to a new go-to-market strategy, while overall U.S. performance was further supported by strong leisure and business transient demand. The World of Hyatt loyalty program reached 66 million members, with members spending nearly twice as much as non-members, reinforcing the high-value guest strategy. Operational resilience was demonstrated by shifting travel demand from Mexico to the Dominican Republic via the ALG vacations platform to mitigate regional security concerns. Strategic focus remains on 'elevating Hyatt' through the integration of brand differentiation, talent development, and data-driven technology insights. The record development pipeline of 151,000 rooms reflects strong owner interest in Essentials and Lifestyle brands, particularly in high-demand markets with significant white space. Full-year system-wide RevPAR growth outlook raised to 2% to 4%, supported by improved trends in the United States and strong demand in Greater China. Net rooms growth is expected to accelerate to 6% to 7% for the full year, driven by a mix of pipeline openings and meaningful conversion opportunities. Management anticipates a $10 million fee headwind for the balance of the year due to the conflict in the Middle East, with the most pronounced impact in Q2. The Distribution segment is expected to decline by approximately $25 million for the full year, reflecting temporary disruptions in Mexico and Jamaica. The company is making progress on the sale of Hyatt Grand Central New York and could be in a position to close the transaction in the fourth quarter of 2026, provided various closing conditions are satisfied. Terminated the sale of Andaz London Liverpool Street due to unmet conditions from Network Rail, though management remains optimistic about future redevelopment. Elected not to proceed with two smaller asset sales to maintain pricing discipline, emphasizing a 'get paid to wait' approach while properties perform well. Jamaica hotels have been removed from comparable metrics for the current year, with management planning to provide updates on reopening expectations for 2027. Identified a structural shift in the Distribution segment where...

Image source: The Motley Fool. Thursday, April 30, 2026 at 10 a.m. ET Chairman, President, and Chief Executive Officer — Mark Hoplamazian Chief Financial Officer — Joan Bottarini Senior Vice President, Investor Relations and Global FP&A — Adam Rohman Operator: Good morning and welcome to the Hyatt First Quarter 2026 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question, again, star and one. As a reminder, this conference call is being recorded. I would now like to turn the call over to Adam Rohman, Senior Vice President of Investor Relations and Global FP&A. Thank you. Please go ahead. Adam Rohman: Thank you. Welcome to Hyatt Hotels Corporation’s first quarter 2026 earnings conference call. Joining me on today's call are Mark Hoplamazian, Hyatt Hotels Corporation’s Chairman, President, and Chief Executive Officer, and Joan Bottarini, Hyatt Hotels Corporation’s Chief Financial Officer. Before we start, I would like to remind everyone that our comments today will include forward-looking statements under federal securities laws. These statements are subject to numerous risks and uncertainties as described in our Annual Report on Form 10-Ks, Quarterly Reports on Form 10-Q, and other SEC filings. These risks could cause our actual results to be materially different from those expressed in or implied by our comments. Forward-looking statements in the earnings release that we issued today, along with the comments on this call, are made only as of today and will not be updated as actual events unfold. In addition, you can find a reconciliation of non-GAAP financial measures referred to in today's remarks under the Financials section of our Investor Relations website and in this morning's earnings release. An archive of this call will be available on our website for 90 days. Additionally, we posted an investor presentation on our Investor Relations website this morning containing supplemental information. Please note that unless otherwise stated, references to occupancy, average daily rate, and RevPAR reflect comparable system-wide hotels on a constant currency basis, and closed hotels in...

Hyatt Hotels (H) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.29%. A quarter ago, it was expected that this hotel operator would post earnings of $0.29 per share when it actually produced earnings of $1.33, delivering a surprise of +358.62%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Hyatt Hotels, which belongs to the Zacks Hotels and Motels industry, posted revenues of $1.75 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.10%. This compares to year-ago revenues of $1.72 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Hyatt Hotels shares have lost about 0.9% since the beginning of the year versus the S&P 500's gain of 4.2%. While Hyatt Hotels has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Hyatt Hotels was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong B...