NASDAQ$MAR

Marriott International Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Marriott reported Q3 2025 total revenues of $6.49B with net income of $728M and diluted EPS of $2.67.

Third-quarter total revenues increased to $6.49 billion as net fee revenues rose to $1.31 billion and worldwide RevPAR grew. Net income was $728 million with diluted EPS of $2.67. Gross fee revenues reached $1.34 billion with incentive management fees of $148 million.

  • Q3 total revenues $6.49B; net fee revenues $1.31B.
  • Net income $728M; diluted EPS $2.67.
  • Worldwide system growth and RevPAR supported fee growth.
  • Capital returns and development pipeline remain management priorities.

Headline financials

Total Revenue

$6.49B

Previous: $6.26B+3.7%
EPS (adj)

$2.67

Previous: $2.07+29.0%
Worldwide RevPAR Growth

0.5%

No prior period
Adjusted EBITDA

$1.35B

No prior period
Total Debt

$16B

No prior period
Cash and Equivalents

$700M

No prior period
Capital Expenditures

-$432M

Previous: -$408M-5.9%
Free Cash Flow

$296M

Previous: $176M+68.2%
Net Income

$728M

Previous: $584M+24.7%
Operating Income

$1.18B

Previous: $944M+25.0%
Gross Profit

$6.49B

Previous: $6.26B+3.7%
Cash & Equivalents

$678M

Previous: $394M+72.1%
Total Assets

$27.8B

Previous: $26.2B+6.2%

Revenue & EPS history

Marriott · Revenue · Quarterly

$6.49B

Q3 2025+3.7%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Marriott · $1.27B total across 3 segments · Q3 2023

  • Franchise and Base Management Fees
    $1.05B+10.6%
  • Incentive Management Fees
    $143M+34.9%
  • Owned, Leased, and Other Revenue, Net
    $70M+59.1%

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment commentary supports the investment narrative where disclosed.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.8%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+17.2%

Q3 2020

Best reaction

-9.0%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-1.8%+10.9%
Q4 2025+8.5%+6.8%-4.5%
Q3 2025+3.1%+10.3%+12.2%
Q2 2025+0.2%+0.3%+3.8%
Q1 2025+2.0%+4.3%+5.1%
Q4 2024-5.4%-6.9%-22.1%
Q3 2024-0.3%+7.8%+11.2%
Q2 2024-8.4%-11.5%-1.7%
Q1 2024-0.2%+0.3%-2.1%
Q4 2023-5.4%-2.9%-0.3%
Q3 2023+1.3%+3.0%+10.8%
Q2 2023+0.8%+0.6%+0.8%
Q1 2023+4.9%+3.8%+0.6%
Q4 2022+3.6%-1.1%-7.6%
Q3 2022-2.6%-1.6%+8.3%
Q2 2022-0.1%-1.6%-3.5%
Q1 2022+2.7%-5.3%+0.9%
Q4 2021+7.0%+2.1%-0.1%
Q3 2021+2.5%+5.2%-6.3%
Q2 2021-4.8%-2.3%-6.5%
Q1 2021-3.4%-2.3%-2.0%
Q4 2020+3.8%+13.9%+15.9%
Q3 2020+17.2%+15.3%+34.4%
Q2 2020+3.4%+2.4%+8.8%
Q1 2020-9.0%-8.5%+17.7%
Q4 2019-3.6%-0.9%-36.5%
Q3 2019+4.4%+4.0%+8.7%
Q2 2019-5.5%-2.6%-7.6%
Q1 2019-7.0%-2.7%-2.2%
Q4 2018-2.0%-1.3%-1.4%
Q3 2018-5.3%-3.2%-6.1%
Q2 2018-2.9%-6.3%-2.5%
Q1 2018+0.9%+2.3%+2.0%
Q4 2017+0.5%-1.5%+0.3%
Q3 2017-1.6%-1.5%+4.8%
Q2 2017-1.0%-5.4%-3.1%
Q1 2017+5.6%+5.6%+8.3%
Q4 2016+1.8%+1.7%+0.5%
Q3 2016+4.9%+5.4%+20.6%
Q2 2016-0.2%-0.7%+1.6%
Q1 2016+3.3%
Q4 2015-0.2%
Q3 2015-1.3%
Q2 2015-2.6%
Q1 2015-1.6%
Q4 2014+2.2%
Q3 2014+5.4%
Q2 2014-1.1%
Q1 2014+3.5%
Q4 2013+0.8%
Q3 2013+1.1%
Q2 2013+0.5%
Q1 2013-0.5%
Q4 2012-3.7%
Q3 2012+0.8%
Q2 2012-6.8%
Q1 2012-1.8%
Q4 2011+0.6%
Q3 2011+2.9%
Q2 2011-1.3%
Q1 2011-5.1%
Q4 2010-4.7%
Q3 2010+0.0%
Q2 2010-2.3%
Q4 2007+1.7%
Q1 2010+1.4%
Q3 2009+1.7%
Q2 2009+0.1%
Q4 2009+0.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro