The upcoming report from Hilton Worldwide Holdings Inc. (HLT) is expected to reveal quarterly earnings of $1.85 per share, indicating an increase of 10.8% compared to the year-ago period. Analysts forecast revenues of $2.87 billion, representing an increase of 7.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earning ...

文章核心观点 - 希尔顿全球控股公司(HLT)预计将于2024年10月23日公布第三季度业绩 [1] - 公司上一季度的盈利超出预期3.2% [1] - 第三季度每股收益预计为1.85美元,同比增长10.8% [2] - 第三季度收入预计达到近29亿美元,同比增长7.2% [2] 公司表现分析 - 公司第三季度收入同比增长,得益于团体预订、企业需求以及商务旅行持续复苏 [3] - 公司开发管线和战略合作(如与Small Luxury Hotels of the World合作)也有助于提升业绩 [3] - 可用客房收入(RevPAR)同比改善,得益于入住率和平均日租金的提升 [3] - 基础和其他管理费、激励管理费以及自有和租赁酒店的强劲贡献推动了公司第三季度收入 [4] - 公司预计第三季度净利润将在435-448百万美元之间,调整后每股收益为1.80-1.85美元 [4] 挑战与风险 - 某些国际市场的疲软趋势和休闲需求的正常化抑制了公司对全年的预期 [5] - 中国经济复苏缓慢和入境旅游疲软可能拖累亚太地区的RevPAR [5] - 高昂的成本和利率上升给公司的增长战略执行带来挑战 [5] 总结与展望 - 公司专注于开发管线和战略合作,加上RevPAR改善,有望支撑整体业绩 [6] - 尽管成本和利率上升带来挑战,但公司的强劲费用增长和严谨执行为持续增长奠定了基础 [6] - 现有投资者可能会继续持有,新投资者可能会等待业绩公布后再做决策 [6]

The market expects Hilton Worldwide Holdings Inc. (HLT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is ex ...

The investor is closely tracked and has owned this stock for many years.Bill Ackman is one of the most followed investors of the 21st century. The billionaire and manager of the $10 billion-plus hedge fund Pershing Square espouses a Warren Buffett-style investing strategy. He aims to build a concentrated portfolio of high-quality stocks that he can hold for many years. Many of Ackman's stock positions are over 10% of his portfolio. One stock he has owned since 2018 is Hilton Hotels (HLT 0.62%). Shares are u ...

文章核心观点 - 希尔顿旧金山联合广场酒店的天际酒吧Cityscape经过重新设计,将于2024年9月15日重新开放 [1] - Cityscape将展示酒店发现的中世纪现代艺术作品"天空之神姐妹",这些作品曾经被遗忘多年 [2][3] - 酒吧的设计师希望营造一个时间感和超凡脱俗的氛围,将历史艺术与现代元素完美融合 [3] - Cityscape推出了以夜空女神为灵感的鸡尾酒菜单,为客人带来独特的体验 [4][5][6][7] - 酒店推出了Cityscape Weekend Escape特别套餐,让客人可以欣赏城市天际线和星空 [8] 公司相关 - 希尔顿旧金山联合广场酒店是西海岸最大的会议酒店,提供多种独特的房间和套房 [10] - 希尔顿酒店及度假村是一家拥有100多年历史的全球领先酒店集团,在全球拥有600多家酒店 [11][12] - 希尔顿通过创新的技术和会员计划不断提升客户体验,并获得多项行业荣誉 [13] 行业相关 - 酒店行业不断推出新产品和服务以满足客户需求的变化 [11] - 酒店行业注重为客户提供独特的体验,而不仅仅是提供住宿 [8]

A month has gone by since the last earnings report for Hilton Worldwide Holdings Inc. (HLT) . Shares have added about 5.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Hilton Worldwide due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Hilton Q2 Earnings Surpass Est ...

Hilton Worldwide Holdings Inc. (HLT) is poised to benefit from strong RevPAR performance, lifestyle properties and expansion initiatives. Also, the focus on strategic partnerships and hotel conversions bodes well. However, economic uncertainties are headwinds.Let’s discuss the factors highlighting why investors should retain the stock for the time being.Growth CatalystsStrong RevPAR Performance: In the second-quarter 2024, system-wide RevPAR increased 3.5% year over year. The upside was driven by robust gro ...

Key TakeawaysHilton reported second-quarter earnings that missed analysts' estimates and trimmed its full-year earnings outlook.Revenue for the second quarter was slightly ahead of projections as Hilton's revenue per available room rose.The results came as earnings from Airbnb, Tripadvisor, and Hyatt Hotels this week raised concerns about softening travel demand. Hilton Worldwide Holdings (HLT) reported second-quarter earnings that missed analysts' estimates and trimmed its full-year earnings outlook amid c ...

Hilton Worldwide Holdings Inc. (HLT) reported second-quarter 2024 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same.Both the metrics increased year over year. The company's performance was backed by notable improvements in revenue per available room (RevPAR), attributed to higher occupancy rates and average daily rates (ADR). The company benefited from growth in all segments.Following the results, the hospitality company’s shares decreased 1% in the pre-market trading ...

财务数据和关键指标变化 - 第二季度系统范围内RevPAR同比增长3.5%,超过中值指引,主要由于团队业务强劲、商务出差持续复苏以及节假日同比较容易 [10] - 第二季度调整后EBITDA为9.17亿美元,同比增长13%,超出指引上限,主要由于管理费和特许经营费增长强劲 [27] - 第二季度每股摊薄收益(调整特殊项目)为1.91美元 [27] 各条业务线数据和关键指标变化 - 美国同店RevPAR同比增长3%,主要由于团队业务强劲,尤其是城市市场 [28] - 美洲(不含美国)地区RevPAR同比增长7%,主要由于休闲市场表现强劲 [28] - 欧洲地区RevPAR同比增长7%,各细分市场表现均强劲,入境旅游持续强劲 [29] - 中东和非洲地区RevPAR同比增长11%,团队和休闲需求强劲带动 [29] - 亚太地区RevPAR同比增长1%,其中中国市场同比下降5%,受国内旅游同比基数较高和入境旅游有限的影响 [30] 各个市场数据和关键指标变化 - 中国市场RevPAR同比下降5%,受国内旅游同比基数较高和入境旅游有限的影响 [30] - 亚太地区(不含中国)RevPAR同比增长11%,日本和韩国表现强劲 [30] 公司战略和发展方向及行业竞争 - 公司在第二季度新增了Graduate和NoMad两个品牌,进一步丰富了生活方式产品线,满足客户对独特体验和热门目的地的需求 [14][15] - 公司生活方式产品线在过去一年增长超过30%,主要得益于Curio、Tapestry和Graduate的快速发展 [15] - 公司在第二季度签约6.3万间客房,管线增长至约50.8万间,同比增长15%,EMEA和APAC地区表现尤为出色 [18][19] - 公司在第二季度开业165家酒店,净增长6.2%,其中转换酒店占比超过50% [13][16][19][20] - 公司与小型豪华酒店(SLH)和AutoCamp达成战略合作,将为会员带来更多独特的赚取和兑换积分的机会,进一步增强网络效应 [22][23] - 公司预计全年净增长7%-7.5%,创历史新高 [24][31] 管理层对经营环境和未来前景的评论 - 公司预计2024年全年RevPAR增长2%-3%,团队业务和商务出差持续复苏将支撑高端细分市场的表现 [12] - 第三季度公司预计RevPAR增长2%-3%,调整后EBITDA在8.75亿美元至8.9亿美元之间,每股摊薄收益(调整特殊项目)在1.8美元至1.85美元之间 [32] - 2024年全年公司预计RevPAR增长2%-3%,调整后EBITDA在33.75亿美元至34.05亿美元之间,每股摊薄收益(调整特殊项目)在6.93美元至7.03美元之间 [33] - 管理层对团队业务和商务出差的需求和定价保持乐观,认为行业环境整体仍然良好,尽管宏观经济环境有所弱化 [51][52][53] 其他重要信息 - 公司在第二季度开设了6000家酒店,并全球范围内超过75,000间套房 [13] - 公司品牌价值连续9年蝉联酒店行业最有价值品牌,并连续7年被评为全球和美国最佳工作场所 [24][25] - 公司在第二季度通过回购和股息的方式向股东返还近18亿美元,全年预计返还约30亿美元 [34][35] 问答环节重要的提问和回答 问题1 **Joe Greff 提问** 询问公司净增长预期中新增品牌和收购的贡献 [38] **Christopher Nassetta 回答** Graduate品牌预计贡献约1.5个百分点的净增长,其他收购和合作约0.5个百分点,剩余部分为有机增长 [39][40][41][42][43] 问题2 **Carlo Santarelli 提问** 询问未来几年公司在签约和开发方面的资本支出预期 [44] **Christopher Nassetta 回答** 今年资本支出将低于去年,未来两三年预计维持在今年的水平,保持在10%以下 [46][47][48] 问题3 **Shaun Kelley 提问** 询问公司对宏观经济环境和消费者行为的观察 [56] **Christopher Nassetta 回答** 分析了各个地区和细分市场的表现,认为整体环境有所弱化,但公司各业务线仍保持正增长 [57][58][59][60][61][62][63][64][65][66][67]