Global hospitality company Marriott (NASDAQ: MAR) will be announcing earnings results this Tuesday before market open. Here’s what to look for.
Marriott beat analysts’ revenue expectations by 1.2% last quarter, reporting revenues of $6.74 billion, up 4.7% year on year. It was a mixed quarter for the company, with a narrow beat of analysts’ revenue estimates but EBITDA guidance for next quarter missing analysts’ expectations.
Is Marriott a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Marriott’s revenue to grow 2.8% year on year to $6.43 billion, slowing from the 5.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.39 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Marriott has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Marriott’s peers in the travel and vacation providers segment, some have already reported their Q3 results, giving us a hint as to what we can expect. American Airlines posted flat year-on-year revenue, meeting analysts’ expectations, and Delta reported revenues up 6.4%, topping estimates by 3.8%. American Airlines traded up 14.3% following the results while Delta’s stock price was unchanged.
Read our full analysis of American Airlines’s results here and Delta’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the travel and vacation providers stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.7% on average over the last month. Marriott is down 3.9% during the same time and is heading into earnings with an average analyst price target of $284.29 (compared to the current share price of $261.28).
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