NYSE$HLT

Hilton Worldwide Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Hilton reported strong Q4 results, exceeding expectations with RevPAR outperformance and significant development pipeline growth.

Hilton's Q4 2024 results exceeded expectations, driven by strong RevPAR growth across all segments and a record number of approvals, construction starts, and openings. The company's development pipeline reached nearly half a million rooms, positioning it for continued growth in 2025.

  • Diluted EPS was $2.06, exceeding the high end of guidance.
  • System-wide comparable RevPAR increased 3.5 percent on a currency neutral basis, exceeding the high end of guidance.
  • Approved 34,200 new rooms for development, bringing the development pipeline to 498,600 rooms, representing growth of 8 percent from December 31, 2023.
  • Repurchased 3.1 million shares of Hilton common stock, bringing total capital return to $781 million.

Headline financials

Total Revenue

$2.78B

Previous: $2.61B+6.7%
EPS (adj)

$1.76

Previous: $1.68+4.8%
System-wide RevPAR

$110.34

Previous: $5.70+1835.8%
Adjusted EBITDA

$858M

No prior period
Capital Expenditures

-$79M

Previous: $42M-288.1%
Net Income

$505M

Previous: $150M+236.7%
Operating Income

$489M

Previous: $400M+22.3%

Revenue & EPS history

Hilton · Revenue · Quarterly

$2.78B

Q4 2024+6.7%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Hilton · $1.16B total across 5 segments · Q2 2023

  • Franchise & Licensing Fees
    $618M+13.4%
  • Ownership
    $341M+20.9%
  • Base & Other Mgmt Fees
    $86M+14.7%
  • Incentive Mgmt Fees
    $69M+50.0%
  • Other Revenues
    $46M+84.0%

Forward guidance

Hilton projects full year 2025 system-wide RevPAR to increase between 2.0% and 3.0% and net income to be between $1,829 million and $1,858 million.

Tailwinds

  • System-wide comparable RevPAR is projected to increase between 2.0 percent and 3.0 percent compared to 2024.
  • Net income is projected to be between $1,829 million and $1,858 million.
  • Adjusted EBITDA is projected to be between $3,700 million and $3,740 million.
  • Capital return is projected to be approximately $3.3 billion.
  • Net unit growth is projected to be between 6.0 percent and 7.0 percent.

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 Q4 2024

Historical avgQ4 2024

+0.8%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.7%

Avg return

30 days after

57%

30 / 53 earnings

Positive

+7.9%

Q4 2018

Best reaction

-5.8%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-4.2%+0.5%
Q4 2025+0.4%-2.8%-9.9%
Q3 2025+3.4%+0.1%+3.2%
Q2 2025-2.6%-1.2%+1.3%
Q1 2025+2.2%+8.7%+12.0%
Q4 2024+4.9%+4.4%-4.2%
Q3 2024-1.2%-0.4%+6.2%
Q2 2024-1.0%-0.7%+2.9%
Q1 2024+3.5%+2.6%+3.1%
Q4 2023-0.0%-0.5%+5.7%
Q3 2023-0.8%+1.1%+13.5%
Q2 2023+1.0%+2.9%-2.7%
Q1 2023-3.1%-1.3%-5.6%
Q4 2022-0.1%+2.8%-4.6%
Q3 2022+2.1%+3.5%+5.8%
Q2 2022+6.5%+7.0%+9.0%
Q1 2022-2.6%-7.7%-8.4%
Q4 2021-3.1%-4.8%-3.9%
Q3 2021+1.1%+0.2%-5.7%
Q2 2021+1.5%-2.7%-1.5%
Q1 2021-5.8%-5.2%-2.7%
Q4 2020+0.4%+5.6%+9.5%
Q3 2020+3.8%+14.9%+22.3%
Q2 2020+4.6%+8.8%+13.7%
Q1 2020+2.0%-5.4%+23.2%
Q4 2019+2.1%+1.7%-31.1%
Q3 2019+6.8%+7.1%+11.6%
Q2 2019+1.3%+2.4%-4.2%
Q1 2019+4.9%+6.1%+2.8%
Q4 2018+7.9%+10.0%+15.4%
Q3 2018-1.9%-0.4%+6.2%
Q2 2018-1.1%-4.0%-4.2%
Q1 2018-2.0%-1.9%+0.0%
Q4 2017+1.6%+0.1%-2.0%
Q3 2017+0.8%+1.3%+6.2%
Q2 2017-0.8%-0.9%+0.6%
Q1 2017+2.8%+3.0%+12.3%
Q4 2016+1.3%+0.1%-0.9%
Q3 2016-2.1%-0.6%+11.4%
Q2 2016-4.1%-2.3%+0.6%
Q1 2016+2.8%
Q4 2015+2.9%
Q3 2015-0.6%
Q2 2015+0.2%
Q1 2015-1.6%
Q4 2014-1.0%
Q3 2014+1.0%
Q2 2013-0.1%
Q2 2014-0.1%
Q1 2013+1.5%
Q4 2012+1.5%
Q1 2014+1.5%
Q4 2013-0.8%
Q3 2013
Q3 2012

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