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Jun 30, 2025
Huazhu Q2 2025 Earnings Report
Huazhu reported its Q2 2025 financial results.
Key Takeaways
H World Group (Huazhu) delivered moderate top-line growth in Q2 2025, with a significant boost in net income and strong profitability driven by franchised hotel expansion despite a soft RevPAR.
Revenue reached $897 million in Q2 2025.
Net income surged to $215 million, up from $152 million in Q1.
Adjusted EBITDA rose to $317 million, signaling strong operational efficiency.
Franchised hotel revenue showed strong double-digit growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
H World expects moderate revenue growth for Q3 2025, with franchised hotel revenue remaining a strong growth driver.
Positive Outlook
- Revenue expected to grow 2% to 6% YoY in Q3 2025.
- Franchised revenue expected to grow 20% to 24% YoY.
- Asset-light strategy continuing to support margin expansion.
- Healthy hotel pipeline with nearly 3,000 unopened properties.
- Legacy-DH improving occupancy and RevPAR.
Challenges Ahead
- Macro uncertainties affecting short-term demand.
- Soft corporate travel impacting ADR and occupancy.
- YoY RevPAR decline continues in core China market.
- Operating costs remain elevated due to labor and inflation.
- Legacy-DH revenue growth remains nearly flat.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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