NASDAQ$ATAT

Atour Lifestyle Holdings Limited · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Atour Q1 2026: revenue up 47.5% to RMB2.8B as hotel network and retail both accelerate

Atour Lifestyle Holdings reported strong first-quarter 2026 results for the period ended March 31, 2026. Net revenues rose 47.5% year over year to RMB2.81 billion, driven by 51.9% growth in manachised hotel revenue and 54.4% growth in retail sales to RMB1.07 billion. The company operated 2,088 hotels with 232,298 rooms, up 20.9% and 19.4% respectively, and opened 110 new hotels in the quarter. Hotel metrics improved sequentially with ADR of RMB427, occupancy of 70.6%, and RevPAR of RMB312. Net income increased 90.3% to RMB463 million and adjusted net income grew 42.0% to RMB490 million. Adjusted EBITDA rose 51.1% to RMB716 million. Management highlighted steady hotel performance and continued retail momentum under its 'Chinese Experience, Brand-Led Excellence' strategy.

  • Net revenues grew 47.5% to RMB2.81B; manachised hotel revenue up 51.9% and retail revenue up 54.4% to RMB1.07B.
  • Network expanded to 2,088 hotels and 232,298 rooms; 110 new hotels opened in Q1 with 751 manachised hotels in the pipeline.
  • Net income rose 90.3% to RMB463M; adjusted net income increased 42.0% to RMB490M and adjusted EBITDA grew 51.1% to RMB716M.
  • Hotel ADR was RMB427, occupancy 70.6%, and RevPAR RMB312, with sequential improvement versus Q4 2025.
  • Diluted EPS was RMB1.11 per ordinary share (RMB3.33 per ADS); operating cash inflow was RMB292M in the quarter.

Headline financials

Total Revenue

¥2.81B

Previous: ¥1.91B+47.5%
EPS (adj)

¥1.11

Previous: ¥2.46-54.9%
RevPAR

¥312.00

Previous: ¥304.00+2.6%
Hotel rooms in operation

232.3K

No prior period
Adjusted EBITDA (non-GAAP)

¥716M

No prior period
Hotels in operation

2.1K

Previous: 1.7K+20.9%
Occupancy rate

70.6%

Previous: 70.2%+0.6%
Average daily room rate

¥427.00

Previous: ¥418.00+2.2%
Net Income

¥463M

Previous: ¥244M+90.3%
Operating Income

¥663M

Previous: ¥355M+86.6%

Revenue & EPS history

Atour · Revenue · Quarterly

¥2.81B

Q1 2026+47.5%vs Q1 2025
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Revenue by segment

Atour · ¥2.81B total across 4 segments · Q1 2026

  • Manachised hotels
    ¥1.57B+51.9%
  • Retail
    ¥1.07B+54.4%
  • Leased hotels
    ¥118M-8.0%
  • Others
    ¥53.7M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.0%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-2.0%

Avg return

30 days after

44%

7 / 16 earnings

Positive

+15.1%

Q2 2024

Best reaction

-11.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-3.6%-11.8%
Q3 2025-1.8%+1.4%+11.6%
Q2 2025+6.1%+10.9%+8.8%
Q1 2025+9.0%+2.8%+1.6%
Q4 2024-4.2%-5.9%-21.4%
Q3 2024-4.7%-6.7%+0.8%
Q2 2024+15.1%+14.7%+53.6%
Q1 2024+0.2%+1.7%+6.3%
Q4 2023-2.3%-0.1%-1.8%
Q3 2022-11.7%-6.6%-5.9%
Q3 2023-5.0%-5.5%-12.7%
Q2 2023-2.9%-1.3%-6.1%
Q1 2023-3.3%-9.3%-10.7%
Q4 2021+0.3%-4.9%-16.0%
Q4 2020+0.3%-4.9%-16.0%
Q4 2022+6.4%+0.3%-13.0%
Q2 2022
Q1 2022
Q3 2021
Q2 2021
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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