-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Hyatt delivered Q1 results with adjusted EPS of $0.63 beating consensus of $0.57, led by robust management fee growth and systemwide RevPAR increasing 5.4%. Adjusted EBITDA of $266M, up 2%, modestly missing the $270M consensus estimate. The luxury segment continued to outperform with RevPAR growth of 8.5% vs. the upper upscale (+4.2%) and upscale (+2.6%) segments, demonstrating Hyatt's strategic premium positioning and resilient luxury travel demand. Management maintained 2026 EBITDA guidance of $1.155B-$1.205B, representing 13%-18% growth. International markets fueled growth with Greater China leading at 12.4% RevPAR growth, followed by Asia-Pacific ex-China (+11.3%) and Europe (+7.5%), while the U.S. delivered 3.3% growth. We believe the all-inclusive portfolio's strong momentum, with Net Package RevPAR up 7.4%, positions Hyatt well despite regional headwinds. In our view, projected capital returns of $325M-$375M demonstrate strong cash generation capabilities.