NASDAQ$HTHT

Huazhu Group Ltd-ADR · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

H World Group Q1 revenue up 11% to RMB 6.0B as network reaches 13,215 hotels

H World Group reported Q1 2026 revenue of RMB 6.0 billion, up 11.1% year over year, with manachised and franchised revenue rising 20.3% to RMB 3.0 billion. Net income attributable to shareholders was RMB 817 million versus RMB 894 million in Q1 2025, while income from operations grew 37.5% to RMB 1.5 billion and operating margin expanded to 24.8%. Adjusted EBITDA was RMB 1.9 billion and the company operated 13,215 hotels with 1,303,563 rooms, opening 537 hotels in China during the quarter. Blended HWC RevPAR rose 3.0% year over year to RMB 214 with occupancy of 75.1%.

  • Revenue rose 11.1% to RMB 6.0B; M&F revenue increased 20.3% to RMB 3.0B on network expansion.
  • Net income attributable to H World was RMB 817M; basic EPS was RMB 0.27 and adjusted EPS RMB 0.35.
  • Operating margin improved to 24.8% from 20.1% as asset-light M&F mix increased.
  • Global network reached 13,215 hotels and 1.3M rooms; HWC opened 537 hotels in Q1.
  • Blended HWC RevPAR increased 3.0% year over year to RMB 214; hotel turnover rose 17.4% to RMB 26.4B.

Headline financials

Total Revenue

¥6B

Previous: ¥5.4B+11.1%
EPS (adj)

¥0.35

Previous: ¥0.25+40.0%
Hotels in operation

13.2K

No prior period
Legacy-Huazhu RevPAR

¥214.00

No prior period
Legacy-Huazhu occupancy

75.1%

No prior period
Net Income

¥817M

Previous: ¥894M-8.6%
Operating Income

¥1.5B

Previous: ¥1.1B+36.4%
Cash & Equivalents

¥12.4B

No prior period

Revenue & EPS history

Huazhu · Revenue · Quarterly

¥6B

Q1 2026+11.1%vs Q1 2025
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Forward guidance

Management expects roughly 2,200–2,300 gross hotel openings in China for full-year 2026 and continues asset-light expansion with improving RevPAR trends.

Tailwinds

  • On track for approximately 2,200–2,300 gross openings in China this year.
  • HWC blended RevPAR up 3.0% year over year with ADR up 4.5%.

Headwinds

  • Net income down 8.6% year over year due to a 10.0% decline in HWC earnings.
  • Same-hotel RevPAR for mature HWC hotels fell 2.3% year over year.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.4%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+1.4%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+15.1%

Q1 2015

Best reaction

-15.6%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%+2.6%
Q3 2025+2.7%+0.3%+8.6%
Q2 2025+5.3%+6.9%+16.3%
Q1 2025-1.7%-2.3%-10.2%
Q4 2024-0.9%-1.9%-9.4%
Q3 2024-8.9%-8.5%-3.3%
Q2 2024-1.7%+0.2%+2.9%
Q1 2024-5.5%-12.2%-18.8%
Q4 2023-6.3%-5.5%-7.2%
Q3 2023-0.2%-4.7%-7.1%
Q2 2023-10.4%-8.4%-11.9%
Q1 2023-2.5%+6.6%+3.1%
Q4 2022+0.9%+3.1%-2.8%
Q3 2022+8.2%+19.6%+26.2%
Q2 2022-10.2%-12.4%-11.1%
Q1 2022+5.7%+4.3%+21.5%
Q4 2021-3.2%-4.1%-11.9%
Q3 2021-15.6%-16.7%-20.7%
Q2 2021+3.7%+1.9%+4.5%
Q1 2021-0.2%+1.6%-5.3%
Q4 2020-4.4%-4.2%+6.2%
Q3 2020-1.7%-9.1%-12.1%
Q2 2020-4.0%+3.0%+2.8%
Q1 2020-7.4%-3.4%-2.8%
Q4 2019-6.7%-3.5%-2.9%
Q3 2019-2.0%-0.4%-7.0%
Q2 2019-1.8%-3.7%+5.0%
Q1 2019-8.6%-11.5%+0.9%
Q4 2018+10.3%+15.2%+24.1%
Q3 2018+6.4%-1.2%+7.1%
Q2 2018+0.5%+8.2%-3.7%
Q1 2018+12.3%+15.2%+27.0%
Q4 2017-14.5%-12.6%-15.2%
Q3 2017-10.9%-6.8%+22.0%
Q2 2017+9.0%+15.2%+11.9%
Q1 2017+8.1%+4.8%+8.8%
Q4 2016+2.2%+4.2%+2.3%
Q3 2016+0.6%-0.6%+9.7%
Q2 2016+1.9%+1.6%+7.0%
Q1 2016-2.5%
Q4 2015+9.1%
Q3 2015-1.7%
Q2 2015+6.1%
Q1 2015+15.1%
Q4 2014-12.7%
Q3 2014-3.6%
Q2 2014+7.2%
Q1 2014+3.8%
Q4 2013-2.7%
Q3 2013+6.6%
Q2 2013-1.0%
Q1 2013+1.3%
Q4 2012-10.8%
Q3 2012+3.7%
Q2 2012+1.0%
Q4 2010-0.9%
Q4 2011-0.9%
Q4 2009-0.9%
Q1 2012+1.9%
Q3 2011-3.3%
Q2 2011-6.8%
Q1 2011+3.3%
Q3 2010+8.0%
Q2 2010+8.0%
Q1 2010-3.2%

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