MAR · News · 20260804N

Guidance / Outlook

MARRIOTT INTERNATIONAL INC /MD/ · 2026-08-04 · Importance 51 · Surprise 60 · In source text

Marriott raised its full-year 2026 RevPAR and earnings guidance, citing stronger U.S. demand and fee growth. The company nevertheless reduced its net unit growth expectation because construction delays in the Middle East are affecting planned openings. Management also warned that the Iran conflict could weigh on regional revenue and execution during 2026.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobableRaised full-year RevPAR and earnings guidance.
net_incomepositiveprobableRaised full-year RevPAR and earnings guidance.