MAR

Royal Caribbean Cruises Ltd. RCL is scheduled to report third-quarter 2026 results on Oct. 27, before the opening bell. RCL's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, and missed on one occasion with an average surprise of 4.9%. The Zacks Consensus Estimate for third-quarter earnings per share (EPS) is pegged at $6.38, indicating a rise of 11% from $5.75 reported in the year-ago quarter. Royal Caribbean Cruises Ltd. price-eps-surprise | Royal Caribbean Cruises Ltd. Quote For revenues, the consensus mark is pegged at nearly $5.59 billion. The metric suggests a rise of 8.7% from the year-ago quarter's figure. Let's take a look at how things have shaped up in the quarter. Top Line: Royal Caribbean's third-quarter revenues are likely to have benefited from robust demand for cruise vacations, increased capacity and sustained consumer spending on premium travel experiences. Strong booking volumes, record pricing and continued momentum in onboard spending and pre-cruise purchases are expected to have supported revenues. The company's differentiated fleet, private destinations and expanding loyalty programs likely contributed to guest engagement and spending. Our model estimates third-quarter passenger ticket revenues to rise 5.8% year over year to $3.8 billion. We expect onboard and other revenues to rise 14.9% year over year to $1.7 billion. However, prolonged geopolitical tensions in the Middle East are likely to have weighed on booking momentum and yield growth for select European itineraries, particularly Mediterranean sailings. Higher international air travel costs and consumers' preference for closer-to-home destinations may have further influenced booking patterns. Deployment mix, new-ship timing and dry-dock comparisons are expected to have created an approximately 200-basis-point headwind to third-quarter yields. Our model predicts third-quarter net yields at $301.7 (on a reported basis) and $300.5 (constant-currency basis). Margins: Royal Caribbean's third-quarter profitability is likely to have benefited from disciplined cost management, operational efficiencies and continued efforts to optimize spending. The company's focus on leveraging technology and artificial intelligence to improve productivity, alongside its expanding scale, is expected to have supported earnings growth. However, elevated fuel prices and the timing of operating expenses may have posed challenges. Certain costs that shifted from the first half into the second half of 2026 could have affected quarterly expenses. Our model projects third-quarter 2026 total cruise operating expenses to rise 10.4% year over year to $2.7 billion. Nonetheless, fuel hedging arrangements likely provided some protection against market volatility. Royal Caribbean expects third-quarter net cruise costs per available passenger cruise day, excluding fuel, to decline 1.1%-1.6% in constant currency. The company expects third-quarter adjusted EPS to be between $6.26 and $6.36. Our proven model predicts an earnings beat for Royal Caribbean this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Royal Caribbean's Earnings ESP: Royal Caribbean has an Earnings ESP of +0.13%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. RCL's Zacks Rank: The company currently has a Zacks Rank #3. Here are some other stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these, too, have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Marriott International, Inc. MAR currently has an Earnings ESP of +3.43% and a Zacks Rank of 3. MAR's earnings for the to-be-reported quarter are expected to increase 15.4%. Marriott reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 2.5%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Royal Caribbean Cruises Ltd. (RCL) : Free Stock Analysis Report Marriott International, Inc. (MAR) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Hilton Worldwide Holdings Inc. HLT is scheduled to report third-quarter 2026 results on Oct. 27, before the opening bell. HLT's earnings surpassed estimates in three of the trailing four quarters and met estimates in one, with the average surprise being 4.6%. The Zacks Consensus Estimate for the third quarter's adjusted EPS has declined slightly in the past 30 days to $2.34 from $2.35. The revised estimated figure indicates 10.9% growth from the year-ago reported figure of $2.11 per share. Hilton Worldwide Holdings Inc. price-eps-surprise | Hilton Worldwide Holdings Inc. Quote For revenues, the consensus mark is pegged at nearly $3.39 billion. The metric implies an 8.5% rise from the year-ago quarter's figure. Hilton's third-quarter 2026 performance is likely to have reflected improving travel demand across key segments, supported by strength in business-transient and group travel. The company expects system-wide comparable RevPAR to increase approximately 4% year over year on a currency-neutral basis. Business-transient demand, particularly from small and medium-sized businesses, is likely to have supported performance, while leisure demand is expected to have remained steady. Favorable calendar effects and World Cup-related demand are also expected to have contributed to RevPAR growth. Group and business travel are expected to have been key drivers of hotel performance during the quarter. Hilton reported strengthening midweek business-transient demand and solid growth from small and medium-sized businesses entering the third quarter. These trends, alongside continued demand across leisure travel, are likely to have supported occupancy and pricing. Hilton's fee-based, capital-light model is expected to have supported revenue growth. Continued hotel openings, conversions and a record development pipeline are likely to have contributed to management and franchise fees. Our model predicts third-quarter revenues from Franchise and Licensing Fees to rise 12.1% year over year to $828.6 million. We expect revenues from Base and Other Management Fees to rise 8% year over year to $100.5 million. In addition, Hilton's focus on owner profitability and operating efficiency is likely to have supported its asset-light business model. Initiatives to reduce loyalty and program fees, along with efforts to use technology and AI to improve hotel-level operations, are intended to help owners manage costs and strengthen hotel profitability. However, third-quarter performance is likely to have faced some headwinds. The ongoing conflict in the Middle East is expected to have weighed on performance, while significant renovations at hotels in Hilton's ownership portfolio and timing-related items are also expected to have affected earnings. China's demand environment remains challenging, with weaker group travel contributing to lower RevPAR. These factors are likely to have partly offset strength in other regions and travel segments. From an earnings perspective, Hilton expects third-quarter 2026 net income between $502 million and $516 million. Adjusted EBITDA is expected to range from $1.035 billion to $1.055 billion, while adjusted earnings per share are projected between $2.28 and $2.34. The company's guidance also reflects the expected impact of the Middle East conflict and significant renovations in its ownership portfolio. Overall, Hilton's third-quarter 2026 results are expected to reflect improving business-transient and group demand, continued growth from its fee-based model and a strong development pipeline. However, geopolitical uncertainty, hotel renovations and uneven demand across regions are likely to have moderated the quarterly performance. Our proven model predicts an earnings beat for Hilton this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here. Earnings ESP for HLT: Hilton currently has an Earnings ESP of +0.58%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Hilton's Zacks Rank: The company has a Zacks Rank #3 at present. Here are some other stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these, too, have the right combination of elements to post an earnings beat. Marriott Vacations Worldwide Corporation VAC has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%. Marriott International, Inc. MAR currently has an Earnings ESP of +3.43% and a Zacks Rank of 3. MAR's earnings for the to-be-reported quarter are expected to increase 15.4%. Marriott reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 2.5%. Rush Street Interactive, Inc. RSI currently has an Earnings ESP of +2.44% and a Zacks Rank of 3. RSI's earnings for the to-be-reported quarter are expected to increase 55.6%. Rush Street Interactive reported better-than-expected earnings in the trailing two out of four quarters, missed estimates once and reported in line once, with the average surprise being 6.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hilton Worldwide Holdings Inc. (HLT) : Free Stock Analysis Report Marriott International, Inc. (MAR) : Free Stock Analysis Report Marriott Vacations Worldwide Corporation (VAC) : Free Stock Analysis Report Rush Street Interactive, Inc. (RSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investing.com -- Lodging stocks are poised to beat revenue expectations in the third quarter as U.S. revenue per available room growth continues to accelerate beyond forecasts, according to a recent note from Wells Fargo analyst Trey Bowers. The firm raised its 2027 estimates across the sector following stronger-than-expected U.S. RevPAR results in the third quarter, along with solid European performance and in-line Asian RevPAR results. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Wells Fargo expects its entire coverage universe to exceed RevPAR guidance for the third quarter, with approximately 70 to 350 basis points of upside to consensus U.S. RevPAR growth estimates. The firm continues to favor C-Corp lodging companies with the highest levels of net unit growth and free cash flow generation as its top picks heading into earnings season. While key money usage continues to climb across the sector, Wells Fargo views free cash flow generation as the primary driver of stock performance. The firm maintains its preference for C-Corps that can drive strong net unit growth in the least capital-intensive manner. Wells Fargo reiterated its prior ratings across the lodging sector. Unsure what to buy ahead of earnings? Our AI's recent pre-earnings calls delivered gains of +77% to +118% after results dropped. See this month's earnings picks » 1. Hilton Worldwide Holdings Inc (NYSE:HLT) Wells Fargo identifies Hilton as its top pick in the lodging space, citing the company's leadership position in both net unit growth and free cash flow generation. The firm models 4.3% RevPAR growth for the third quarter, up from a previous estimate of 4.0%, along with net unit growth of 6.3%. Wells Fargo's EBITDA estimate for the quarter moved slightly higher to $1.063 billion, driven by the higher RevPAR growth assumption. For full-year 2026, the firm now forecasts RevPAR growth of 2.8% and net unit growth of 6.5%, with EBITDA expected to reach $4.080 billion. 2. Marriott International Inc (NASDAQ:MAR) Marriott ranks as Wells Fargo's second choice in the sector, standing alongside Hilton in a class of its own on key performance indicators. The firm models 4.3% RevPAR growth for the third quarter, up from 3.8% previously, with net unit growth of 4.5%. Wells Fargo's EBITDA estimate increased to $1.482 billion, driven by the higher RevPAR growth assumption. For 2026, the firm raised its RevPAR growth forecast to 3.7% while maintaining net unit growth at 4.4%. Full-year EBITDA is expected to reach $6.039 billion. Original Article Top lodging stocks for 3Q26 earnings, according to Wells Fargo Moderna shares plunge on cancer vaccine data leak Meta's new Class C stock to keep Zuckerberg in California, fund AI spending spree

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Marriott International (MAR). This company, which is in the Zacks Hotels and Motels industry, shows potential for another earnings beat. This hotel company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.84%. For the most recent quarter, Marriott was expected to post earnings of $3.06 per share, but it reported $3.19 per share instead, representing a surprise of 4.25%. For the previous quarter, the consensus estimate was $2.58 per share, while it actually produced $2.72 per share, a surprise of 5.43%. For Marriott, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Marriott currently has an Earnings ESP of +3.43%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 2, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marriott International, Inc. (MAR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Based in Maryland, Host Hotels & Resorts, Inc. (HST) is the largest lodging real estate investment trust (REIT) and one of the largest owners of luxury and upper-upscale hotels. Valued at a market cap of $17.2 billion, the company owns 70 properties in the United States and five properties internationally, and partners with premium brands such as Marriott, Ritz-Carlton, Westin, W, The Luxury Collection, Hyatt, and more. HST is expected to release its Q3 2026 earnings on Wednesday, November 4, 2026, after the market closes. Ahead of the event, analysts expect the company's FFO to be $0.38 on a diluted basis, up 8.6% from $0.35 in the year-ago quarter. The company has exceeded Wall Street's FFO estimates in each of its last four quarters. - 'No Question Tesla's Going to Merge With SpaceX' — Kevin O'Leary Says If You Own Tesla Stock, You'll Own the New Company After Flying Roadster Demo - Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I'd Bet on These 2 Mid-Cap Stocks Instead. - AST SpaceMobile Stock Gets a New Catalyst. Wall Street Sees 93% Upside. - Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For fiscal 2026, analysts project the company's FFO to be $2.19, up 5.8% from $2.07 in fiscal 2025. Moreover, its FFO is expected to rise marginally year over year (YoY) to $2.20 in fiscal 2027. HST stock has grown 50.7% over the past 52 weeks, outpacing the S&P 500 Index's ($SPX) 15.2% rise and the State Street Real Estate Select Sector SPDR ETF's (XLRE) marginal decline during the same time frame. On Aug. 5, HST stock rose marginally following the release of its better-than-expected Q2 2026 earnings. The company's revenue for the quarter amounted to $1.6 billion, surpassing the Street's estimates. Moreover, its adjusted FFO for the period came in at $0.63, also topping the consensus estimates. Host Hotels expects full-year funds from operations in the range of $2.15 to $2.18 per share. Analysts are somewhat optimistic on HST, with the stock having a "Moderate Buy" rating overall. Among the 21 analysts covering the stock, 11 are recommending a "Strong Buy," one recommends a "Moderate Buy," and nine suggest a "Hold." HST's average analyst price target is $25.52, indicating an upside of 1.7% from the current price point. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

For questions about this article or underlying research, email [email protected]. Carnival Corporation (CCL) reported record revenue and net income for its fiscal third quarter, management said on its September 29, 2026 call. Alongside those records, the cruise company held $25.2 billion of debt and lease obligations at the end of August, nearly matching the $27.6 billion of revenue it took in over the past twelve months. While records are welcome, a business carrying almost a full year of sales in debt and leases gives investors a different metric to track. So is Carnival's debt at least getting smaller? Carnival Has Cut Its Debt Three Years Running Yes, and the reduction has been steady. Carnival held $32.6 billion in total debt and lease obligations at the end of August 2023, and that balance was lower at the end of each August since. Management said on the call that total debt, excluding leases, has fallen below $24 billion, compared to a peak of $36 billion in 2023. During the fiscal third quarter, Carnival used cash on hand to redeem $500 million of 7% notes, which management called among its highest-cost debt. These cuts have not closed the gap with the broader market. Carnival's $25.2 billion of debt and leases equals 68.2% of its market value, against 19.7% for the S&P 500. One worrying number matters most when Carnival Corporation is a large share of what you own. See how to protect a concentrated position. What Carnival's Debt Means For Shareholders Carrying this debt means Carnival must divide its cash three ways: among lenders, ships, and the shareholders themselves. Management said spending on its existing fleet, outside new ships, is $2.4 billion for 2026, and the company expects those costs to run somewhat higher for the next few years. For fiscal 2026, Carnival also expects to return nearly $2 billion to shareholders through buybacks and its dividend. Management said Carnival expects to earn enough to invest in the business, lower its debt and return capital at the same time. The share price likely reflects some of that risk already. Carnival trades at 11.8 times earnings, against 23.0 for the S&P 500. Historically, the stock has also experienced steeper declines than the index during past market shocks. Amid the 2022 inflation shock, Carnival dropped 70% from peak to low, while the S&P 500 fell 24%. Carnival Is Already Half Booked For 2027 On the call, management said 2027 is already half booked, with both occupancy and pricing reaching record levels. Customer deposits, the money guests pay before they sail, reached a third-quarter record of about $7.6 billion, up about 7%, management said. Meanwhile, Carnival's free cash flow, the cash remaining after ship expenditures, rose to $3.18 billion over the past twelve months from $2.91 billion a year earlier. Bookings did encounter a challenge. Management said booking disruptions earlier in 2026 weighed heavily on bookings for the first quarter of 2027, though it added that those bookings have rebounded meaningfully over the past three months. This positions the debt as a risk to monitor rather than an alarm: the balance is shrinking, and bookings for 2027 are strong so far. A slower pace of repayment while fleet spending rises would make it more worrying. Carnival's total debt is the figure to watch when the company reports its fiscal fourth quarter, expected on or around December 18, 2026. Is Too Much Of Your Wealth Riding On One Stock? One number was enough to change how Carnival Corporation looks to its holders. When one position grows into a large part of your wealth, a sharp fall can hurt your whole plan, and selling to spread the money out can bring a large tax bill. Our partner advisory firm offers a free strategy review of ways to protect a concentrated position and unwind it with less tax. Request A Free Strategy Review Spot an error or want more like this? Tell us in 10 seconds.

Wyndham Hotels (WH) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.33%. A quarter ago, it was expected that this hotel and resort chain would post earnings of $1.42 per share when it actually produced earnings of $1.48, delivering a surprise of +4.23%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Wyndham, which belongs to the Zacks Hotels and Motels industry, posted revenues of $410 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.14%. This compares to year-ago revenues of $382 million. The company has topped consensus revenue estimates just once 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. Wyndham shares have added about 2.4% since the beginning of the year versus the S&P 500's gain of 12.7%. While Wyndham 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 Wyndham 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 Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.03 on $364.33 million in revenues for the coming quarter and $4.81 on $1.48 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Hotels and Motels is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Marriott International (MAR), is yet to report results for the quarter ended September 2026. The results are expected to be released on November 2. This hotel company is expected to post quarterly earnings of $2.84 per share in its upcoming report, which represents a year-over-year change of +15%. The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. Marriott International's revenues are expected to be $7.02 billion, up 8.2% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Wyndham Hotels & Resorts (WH) : Free Stock Analysis Report Marriott International, Inc. (MAR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Bethesda, Maryland-based Marriott International, Inc. (MAR) operates, franchises, and licenses hotel, residential, timeshare, and other lodging properties in the United States and internationally. The company has a market cap of $100.6 billion and operates properties under JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St. Regis, EDITION, Bvlgari, Marriott Hotels, and other names. The company is expected to release its Q3 2026 earnings on Monday, November 2, before the market opens. Ahead of the event, analysts expect the company's EPS to be $2.84 on a diluted basis, up 15% from $2.47 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one quarter. - Bill Gates Says Despite Elon Musk Being Mean to Him, He's Still 'In Awe' of His Work — 'He's Brilliant, He's Rich, He's Influential' - 'I Can Support My Family By Working Three Days A Week': Jeff Bezos Says Al Gains Will Be So Big Families Won't Need 2 Full-Time Earners - At 97, Charlie Munger Borrowed $37 Million to Go All-In on Alibaba — 2 Years Later He Called It One of the 'Worst Mistakes' of His Life - Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts project the company's EPS to be $11.70, up 16.8% from $10.02 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 14% year over year (YoY) to $13.34 in fiscal 2027. MAR stock has surged 44.9% over the past 52 weeks, rallying the S&P 500 Index's ($SPX) 16.1% rise and the State Street Consumer Cyclical Select Sector SPDR ETF's (XLY) 3.4% fall during the same time frame. On Aug. 19, MAR stock rose marginally following the company's announcement to redeem all $450,000,000 aggregate principal amount of its outstanding 5.450% Series LL Notes due September 15, 2026. This redemption comes at a redemption price equal to the sum of 100% of the aggregate principal amount of the Notes being redeemed plus accrued and unpaid interest. Additionally, the company's announcement of its quarterly cash dividend of $0.73 per share of common stock, which is to be payable on September 30, 2026, showcases the company's dedication to returning value to its investors while maintaining a strong financial core. Analysts are somewhat bullish on MAR, with the stock having a "Moderate Buy" rating overall. Among the 29 analysts covering the stock, 12 are recommending a "Strong Buy," two suggest a "Moderate Buy," 14 recommend a "Hold," and one suggests a "Strong Sell." MAR's average analyst price target of $386.77 indicates a marginal upside from current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

BETHESDA, Md., Oct. 9, 2026 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report third quarter 2026 earnings results on Monday, November 2, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Monday, November 2, 2026, at 8:00 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Executive Vice President and Chief Financial Officer, Jennifer Mason, will discuss the company's performance. The conference call will be webcast simultaneously via Marriott's investor relations website. Those wishing to access the call on the web should log on to http://www.marriott.com/investor, and select the link for the third quarter earnings call under "Recent and Upcoming Events." A replay will be available at that same website for one year. A transcript of the call will also be available on the company's website. The telephone dial-in number for the conference call is US Toll Free: 833-309-3473, or Global: +1 785-838-9251. Please use conference ID MAR3Q26 when dialing into the call. To help ensure you do not miss any of the conference call, please dial in or link to the call on the webcast 15 minutes prior to the scheduled start time. News media will be able to access the conference call in a listen-only mode.  ABOUT MARRIOTT INTERNATIONAL Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with over 10,000 properties in 148 countries and territories, as of June 30, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram. Marriott encourages investors, the media, and others interested in the company to review and subscribe to the information Marriott posts on its investor relations website at www.marriott.com/investor or Marriott's news center website at www.marriottnewscenter.com, which may be material. The contents of these websites are not incorporated by reference into this press release or any report or document Marriott files with the U.S. Securities and Exchange Commission, and any references to the websites are intended to be inactive textual references only. IRPR#1 View original content to download multimedia:https://www.prnewswire.com/news-releases/marriott-international-announces-release-date-for-third-quarter-2026-earnings-302901545.html

- Coca-Cola (NYSE:KO) regained a long term Marriott hotel beverage contract in 2026 after several decades without the agreement. - The group is advancing an African bottling refranchising program in 2026, shifting more local production and distribution to regional partners. - Management has reported consecutive earnings beats in recent quarters and has raised earnings guidance for the current financial year. - The Marriott win, African bottling refranchising and upgraded earnings guidance together frame a broader shift our research has been tracking. Our analysis turns up 2 warning signs for Coca-Cola as well. This move by Coca-Cola is one example of how large consumer brands are exposed to the same theme as 32 high quality undervalued stocks. Coca-Cola is one of the largest beverage producers globally, selling a broad range of nonalcoholic drinks across the US and international markets. This reach can be important when negotiating hotel contracts or partnering with regional bottlers in regions such as Africa. 4 things going right for Coca-Cola that this headline doesn't cover. The regained Marriott deal plugs Coca-Cola back into a long duration, high visibility hotel channel where guests often consume multiple beverages per stay. That reinforces how the group leans on large, global partnerships to keep volumes flowing and support premium pricing for both classic sodas and newer categories. The Marriott win and African bottling refranchising sit neatly inside the existing Narrative that stresses an asset light system, emerging market penetration and higher margin categories like value added dairy. They line up with the themes of margin expansion, productivity and deeper reach that analysts already model in their long term earnings path. See how these catalysts shape Coca-Cola's path to a $94.70 fair value. Keep an eye on Coca-Cola's next few quarterly reports where management has guided to 9% to 10% comparable earnings growth for 2026 and about 5% organic revenue growth. How closely reported figures track those targets will show whether the Marriott contract, African refranchising and recent execution are feeding through as planned. Add Coca-Cola to your Watchlist and get alerts as these catalysts play out. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Marriott has been treading water for the past six months, holding steady at $329.77. The stock also fell short of the S&P 500’s 13.6% gain during that period. Is now the time to buy Marriott, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it’s free. We’re sitting this one out for now. Here are three reasons why there are better opportunities than MAR, plus one stock we’d rather own. In addition to reported revenue, RevPAR (revenue per available room) is a useful data point for analyzing Consumer Discretionary - Travel and Vacation Providers companies. This metric accounts for daily rates and occupancy levels, painting a holistic picture of Marriott’s demand characteristics. Marriott’s RevPAR came in at $150.10 in the latest quarter, and over the last two years, its year-on-year growth averaged 1.7%. This performance was underwhelming and suggests it might have to invest in new amenities such as restaurants and bars to attract customers - this isn’t ideal because expansions can complicate operations and be quite expensive (i.e., renovations and increased overhead). If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. Over the next year, analysts predict Marriott’s cash conversion will slightly fall. Their consensus estimates imply its free cash flow margin of 11.6% for the last 12 months will decrease to 11.1%. ROIC, or return on invested capital, is a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). Unfortunately, Marriott’s ROIC has stayed the same over the last few years. If the company wants to become an investable business, it must improve its returns by generating more profitable growth. We cheer for all companies serving everyday consumers, but in the case of Marriott, we’ll be cheering from the sidelines. With its shares underperforming the market lately, the stock trades at 27.3× forward P/E (or $329.77 per share). This valuation tells us it’s a bit of a market darling with a lot of good news priced in - we think other companies feature superior fundamentals at the moment. We’d suggest looking at one of our all-time favorite software stocks. ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.

A month has gone by since the last earnings report for Marriott International (MAR). Shares have lost about 3.1% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Marriott due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Marriott International reported second-quarter 2026 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same.Adjusted earnings of $3.19 per share surpassed the consensus estimate of $3.06 by 4.2% and increased 20.4% year over year. Revenues of $7,071 million missed the consensus mark of $7,260 million by 2.6% but rose 4.8%. The results benefited from higher fee revenues, room growth and improved worldwide RevPAR, which increased 3.4%. Adjusted net income amounted to $844 million, up 16% from $728 million in the prior-year quarter. Adjusted operating income increased 12% year over year to $1.33 billion.Gross fee revenues totaled $1.58 billion, reflecting an increase of 13% from the year-ago quarter. Franchise fees rose 19% to $1.02 billion, primarily driven by higher co-branded credit card fees, room growth and increased RevPAR.Base management fees were $343 million, up 1% year over year. Incentive management fees increased 6% to $212 million, aided by strong growth in the United States and Canada, partly offset by declines in Europe, the Middle East and Africa. Worldwide comparable systemwide RevPAR increased 3.4% in constant dollars year over year. The upside was backed by a 3.5% increase in average daily rate, while occupancy declined 0.1 percentage points to 71.6%.Comparable systemwide RevPAR in the United States and Canada rose 5%. Average daily rate increased 4.7%, while occupancy improved 0.2 percentage points to 74%. The luxury category led the region, with composite luxury RevPAR advancing 9.1%.International comparable systemwide RevPAR declined 0.5%. Europe RevPAR rose 4.2%, while Greater China and Asia Pacific excluding China increased 3.2% and 5.3%, respectively. Caribbean and Latin America RevPAR gained 3%.Middle East and Africa RevPAR fell 33.1%, reflecting conflict-related headwinds. Occupancy in the region declined 15.8 percentage points, while average daily rate decreased 12.1%. General and administrative expenses totaled $220 million compared with $210 million in the prior-year quarter. The increase reflected higher compensation costs, partly driven by timing.Depreciation, amortization and other expenses increased to $115 million from $53 million. The rise primarily resulted from a $68 million impairment charge related to the sale of a U.S. and Canada hotel.Adjusted operating margin expanded to 66% from 65% a year ago. Adjusted EBITDA amounted to $1.59 billion, up 13% from $1.42 billion in the second quarter of 2025. At the end of the second quarter, Marriott's total debt was $16.9 billion compared with $16.2 billion at the end of 2025. Cash and equivalents totaled $0.5 billion, up from $0.4 billion at the end of 2025.The company repurchased 3 million shares for $1.1 billion during the quarter. Year to date through July 29, 2026, Marriott repurchased 6.2 million shares for $2.2 billion.The company returned approximately $2.6 billion to shareholders through dividends and share repurchases during the same period. Marriott added roughly 17,900 net rooms during the quarter, including approximately 11,000 net rooms in international markets. Net rooms grew 4.5% from the end of the second quarter of 2025.At quarter-end, the company's global system comprised more than 10,000 properties and nearly 1.81 million rooms. Marriott Bonvoy membership exceeded 295 million.The worldwide development pipeline reached a record 4,186 properties and approximately 629,000 rooms. The pipeline included 1,757 properties with more than 279,000 rooms under construction.Conversions remained an important growth driver, representing more than one-third of signings and 40% of openings in the first half of 2026. For the third quarter of 2026, Marriott expects worldwide RevPAR growth of 3.5-4%. Gross fee revenues are projected between $1.47 billion and $1.48 billion. Adjusted EBITDA is anticipated in the range of $1.44-$1.47 billion. Adjusted earnings are expected between $2.74 and $2.82 per share.For 2026, management raised its worldwide RevPAR growth forecast to 3-3.5%. Gross fee revenues are expected between $6.03 billion and $6.06 billion, while adjusted EBITDA is projected in the range of $5.97-$6.03 billion.The company expects adjusted earnings of $11.64-$11.81 per share. Net room growth is anticipated at the low end of the 4.5-5% range, while capital returns to shareholders are projected to exceed $4.5 billion. In the past month, investors have witnessed a downward trend in estimates revision. Currently, Marriott has a nice Growth Score of B, a score with the same score on the momentum front. However, the stock has a grade of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Marriott has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marriott International, Inc. (MAR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research