IHG
InterContinental Hotels Group PLC140.41
-0.06-0.04%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Upside to 4.4% unit growth
Q&A highlighted IHG's confidence in upside to 4.4% net system growth consensus for 2026, from Q1 key money deferral, removals easing to 1.5%, and broad conversion opportunities beyond independents. China RevPAR turned positive in Q4 2025 and early 2026 across all regions, with economics holding despite ramp-ups. Fee triangulation normalizes as record openings mature; ancillaries, including credit cards tripling by 2028, grow double-digits with no ceiling. Branded Residences fees hit $5-10M in 2025, ramping sharply from 2027. Management dismissed take rate erosion as noise. RevPAR inflection feels likely. Watch unit acceleration.
Key Stats
Market Cap
21.06BP/E (TTM)
29.75Basic EPS (TTM)
4.72Dividend Yield
0.01%CHH
Choice Hotels International, In
92.89+2.08
GHG
GreenTree Hospitality Group Ltd
1.76-0.04
H
Hyatt Hotels Corporation
162.69-3.71
HGV
Hilton Grand Vacations Inc.
44.75+1.12
HLT
Hilton Worldwide Holdings Inc.
285.83-0.02
HTHT
H World Group Limited
47.80+0.03
INTG
The Intergroup Corporation
31.80+2.12
MAR
Marriott International
305.97-2.52
MGM
MGM Resorts International
36.84-0.54
WH
Wyndham Hotels & Resorts, Inc.
78.32+0.79