NYSE$WH

Wyndham Hotels & Resorts Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Wyndham's Q3 2021 results were announced, showcasing significant recovery and growth driven by the select-service franchising business model and strategic investments.

Wyndham Hotels & Resorts reported strong Q3 2021 results, with U.S. RevPAR exceeding 2019 levels by 7% and system-wide rooms growing sequentially. The Company increased its dividend by 33% and raised its full-year 2021 outlook.

  • U.S. RevPAR exceeded 2019 levels by 7%, growing 59% versus 2020.
  • System-wide rooms grew 60 basis points sequentially, including 40 basis points of growth in the U.S. and 80 basis points of growth internationally.
  • Diluted earnings per share of $1.09 compared to $0.29 in third quarter 2020; adjusted diluted EPS of $1.16 compared to $0.36 in third quarter 2020.
  • The company raises full-year 2021 outlook.

Headline financials

Total Revenue

$463M

Previous: $337M+37.4%
EPS (adj)

$1.16

Previous: $0.36+222.2%
Global RevPAR

$45.80

Previous: $29.23+56.7%
Global Rooms

802.6K

Previous: 804.0K-0.2%
U.S. RevPAR

$57.73

No prior period
International RevPAR

$27.15

No prior period
U.S. Rooms

486.8K

No prior period
International Rooms

315.8K

No prior period
Capital Expenditures

-$23M

Previous: -$23M+0.0%
Free Cash Flow

$80M

Previous: $4M+1900.0%
Net Income

$103M

Previous: $27M+281.5%
Operating Income

$161M

Previous: $71M+126.8%
Gross Profit

$161M

Previous: $71M+126.8%
Cash & Equivalents

$193M

Previous: $735M-73.7%
Total Assets

$4.31B

Previous: $4.89B-11.9%
Stock-Based Comp

$7M

Previous: $5M+40.0%

Revenue & EPS history

Wyndham · Revenue · Quarterly

$463M

Q3 2021+37.4%vs Q3 2020
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Wyndham · $337M total across 1 segment · Q3 2021

  • Hotel Franchising
    $337M+42.8%

Forward guidance

The Company updated its outlook for full-year 2021

Tailwinds

  • Net rooms growth of 1.5% to 2% versus our prior outlook of 1% to 2%.
  • RevPAR growth of approximately 43% versus 2020, or a decline of approximately 14% compared to 2019, which is improved from growth of approximately 40% versus 2020, or a decline of approximately 16% compared to 2019.
  • Fee-related and other revenues of $1.21 billion to $1.23 billion, up from $1.16 billion to $1.19 billion.
  • Adjusted EBITDA of $560 million to $570 million, up from $525 million to $535 million.
  • Adjusted net income of $275 million to $285 million, up from $244 million to $254 million.

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 2021

Historical avgQ3 2021

+0.7%

Avg return

Earnings day

+0.9%

Avg return

5 days after

-1.0%

Avg return

30 days after

46%

17 / 37 earnings

Positive

+8.8%

Q3 2018

Best reaction

-5.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.1%-4.4%-4.5%
Q4 2025+5.6%+5.1%-5.0%
Q3 2025-5.5%-10.0%-9.5%
Q2 2025-1.0%-2.6%-3.3%
Q1 2025+0.1%-2.2%-3.0%
Q4 2024-1.6%+2.1%-17.5%
Q3 2024+8.0%+7.1%+16.0%
Q2 2024+3.4%+4.1%+4.8%
Q1 2024+5.4%+3.9%-1.6%
Q4 2023+1.2%+0.1%-0.3%
Q3 2023-2.5%-3.4%+5.3%
Q2 2023+2.0%+5.0%-1.2%
Q1 2023-1.5%+2.0%+3.9%
Q4 2022-2.0%-2.2%-15.9%
Q3 2022+4.4%+7.9%+3.0%
Q2 2022-1.8%-1.6%-1.0%
Q1 2022-1.0%-1.4%-11.8%
Q4 2021+4.5%+1.6%-1.7%
Q3 2021+5.7%+4.3%+0.8%
Q2 2021+3.7%+0.4%+3.9%
Q1 2021-0.1%-2.1%+0.9%
Q4 2020-2.6%-3.7%+10.6%
Q3 2020-2.2%+0.6%+21.1%
Q2 2020-1.5%-5.1%+13.6%
Q1 2020+6.5%+20.3%+37.6%
Q4 2016-1.6%-2.3%-34.7%
Q4 2019-1.6%-2.3%-34.7%
Q3 2019+0.7%+3.1%+9.7%
Q2 2019-4.7%-2.8%-16.2%
Q1 2019+2.5%+2.4%-2.8%
Q4 2018-0.3%+1.3%+0.1%
Q3 2017+8.8%+9.2%+10.7%
Q3 2018+8.8%+9.2%+10.7%
Q2 2017+0.2%-7.4%-8.9%
Q2 2018-2.0%+0.4%-3.1%
Q1 2018-3.8%-1.7%-6.7%
Q4 2017-3.8%-1.7%-6.7%
Q1 2017

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