Home / Business and Economy / Marriott Navigates Uneven Recovery: Solid Q2 but Softer U.S. Demand Ahead
Marriott Navigates Uneven Recovery: Solid Q2 but Softer U.S. Demand Ahead
24 Aug
Summary
- Marriott posts strong Q2 2025 results, revenue up 5% YoY
- Global RevPAR grew 1.5%, driven by international strength offsetting flat U.S. performance
- Marriott narrows full-year guidance amid softer U.S. demand
As of August 24, 2025, Marriott International, a prominent global hospitality company, has navigated an uneven recovery in the industry. The company, valued at $71.2 billion by market cap, operates over 9,000 properties across more than 37 brands worldwide.
In the second quarter of 2025, Marriott posted strong financial results, with revenue increasing 5% year-over-year to $6.74 billion and adjusted EPS of $2.65, topping expectations. The company's adjusted EBITDA rose 7% as global RevPAR grew 1.5%, driven by international strength offsetting flat performance in the U.S. market.
Despite the solid quarterly results and $2.1 billion returned to shareholders, Marriott has narrowed its full-year guidance. The company now expects 1.5-2.5% room revenue growth and adjusted EPS of $9.85-10.08, reflecting softer demand in the U.S. market.
Looking ahead, analysts expect Marriott's EPS to grow 7.3% to $10.01 on a diluted basis for the fiscal year 2025. The company's earnings surprise history has been mixed, with a consensus "Moderate Buy" rating from the 25 analysts covering the stock.
