Hilton Worldwide Holdings Inc. (NYSE: HLT) announced its third‑quarter 2025 results on October 24, 2025, reporting revenue of $3.12 billion—an 8.8% year‑over‑year increase—and adjusted earnings per share of $2.11, up from $1.92 in the same quarter last year. The company posted adjusted EBITDA of $976 million, a 8% rise from $904 million in Q3 2024, while system‑wide comparable RevPAR fell 1.1% versus the prior year, driven by softer U.S. demand but offset by gains in international markets. Management and franchise fee revenues grew 5.3% year‑over‑year, reflecting stronger fee‑based performance amid a robust development pipeline.
Hilton opened 199 hotels in the quarter, adding 24,800 rooms and 23,200 net room additions, and expanded its development pipeline by 33,000 rooms, bringing the total pipeline to 515,400 rooms across 128 countries. The company’s RevPAR at luxury brands such as Waldorf Astoria, LXR, and Conrad rose 6.4%, 2.6%, and 1.7% respectively, underscoring continued demand from affluent travelers. Despite a 1.1% decline in system‑wide RevPAR, the firm’s fee‑based segment remained the primary driver of profitability.
For the full year, Hilton raised its adjusted EPS guidance to $7.97–$8.06 from the prior $7.83–$8.00, and lifted its Q4 2025 adjusted EPS guidance to $1.94–$2.03. The company also reaffirmed its quarterly cash dividend of $0.15 per share, with a board‑approved payment scheduled for December 29, 2025, and disclosed a share‑repurchase program that repurchased 2.8 million shares at an average price of $270.31, totaling $757 million. Debt remains at $11.7 billion, with no material maturities before April 2027, and the company maintains a strong liquidity position with $1.126 billion in cash and equivalents.
The earnings release highlights Hilton’s resilience in a choppy macro environment, demonstrating that its asset‑light, fee‑based model continues to generate robust bottom‑line performance. The company’s expanded development pipeline and sustained luxury brand growth position it for net unit growth of 6.5%–7.0% in 2025, while the raised guidance reflects confidence in a recovering U.S. travel market and limited industry supply. Investors view the results as a positive sign of operational strength and a solid foundation for future growth.
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