Marriott International, Inc.: EPS $3.02 vs $2.84 expected; revenue $7.01B vs $6.93B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.02 | 2.84 | +6.3% | 2.47 |
| Revenue (USD bn) | 7.01 | 6.93 | +1.1% | 6.49 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Q3 FY2026 | 3.02 | 2.84 | +6.3% | 7.01 | 6.93 | +1.1% |
| Aug 3, 2026 | Q2 FY2026 | 3.19 | 3.06 | +4.2% | 7.07 | 7.19 | −1.7% |
| May 6, 2026 | Q1 FY2026 | 2.72 | 2.56 | +6.3% | 6.65 | 6.59 | +1.0% |
| Feb 10, 2026 | Q4 FY2025 | 2.58 | 2.60 | −0.8% | 6.69 | 6.67 | +0.3% |
| Nov 4, 2025 | Q3 FY2025 | 2.47 | 2.38 | +3.8% | 6.49 | 6.46 | +0.5% |
| Aug 5, 2025 | Q2 FY2025 | 2.65 | 2.61 | +1.5% | 6.74 | 6.67 | +1.1% |
| May 6, 2025 | Q1 FY2025 | 2.32 | 2.25 | +3.1% | 6.26 | 6.19 | +1.2% |
| Feb 11, 2025 | Q4 FY2024 | 2.45 | 2.37 | +3.4% | 6.43 | 6.40 | +0.4% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Marriott International, Inc. results: EPS $3.02 vs $2.84 expected; revenue $7.01B vs $6.93B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 6.3%; revenue above the estimate by 1.1%.
Revenue was up 8.0% from $6.49 billion a year earlier (Q3 FY2025). EPS was up 22.3% from $2.47 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
Marriott International, Inc. operates through lodging management, franchising, and brand licensing. Interpreting its results therefore involves understanding how its network attracts guests and converts lodging activity into management, franchise, and licensing revenue.
Its range of brands, accommodation options, and geographic reach provides varied sources of demand. Travel activity and guests’ choices of brand and accommodation remain important business drivers, but the available information does not identify each region’s or brand’s contribution to the results.
What to watch on the earnings call: Watch for management’s discussion of demand across regions, brands, and accommodation types, and how property activity translates into management, franchise, and licensing revenue. Commentary on spending and margins would also help explain how that activity converts into profitability.
For the full analysis of Marriott International, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.