Hilton releases transcript of Q1 2026 earnings conference call

Hilton Worldwide Holdings Inc.

Hilton Worldwide Holdings Inc.

HLT

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  • Hilton hosted its Q1 2026 earnings conference call with President, CEO and Director Christopher J. Nassetta, Executive VP and CFO Kevin J. Jacobs, and VP of Corporate Finance and Investor Relations Charlie Ruehr, joined by analysts from Barclays, JPMorgan, Jefferies, Evercore ISI, Goldman Sachs, Wells Fargo, UBS, BofA Securities, Morgan Stanley, and Deutsche Bank.
  • System-wide RevPAR rose 3.6% in Q1, while adjusted EBITDA increased 13% to $901 million.
  • Management raised full-year System-wide RevPAR growth outlook to 2%-3%, citing improving US demand and a shift toward a more balanced “C-shaped economy” as lower and mid chain scales strengthen.
  • Guidance incorporated Middle East conflict disruption, with management estimating region represents about 3% of business and could reduce Q2 System-wide RevPAR by about 1.5 points.
  • Hilton reaffirmed 6%-7% net unit growth outlook, returned more than $860 million to shareholders in Q1, and maintained expectation to return about $3.5 billion in 2026.


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