•
Mar 31

Hyatt Q1 2025 Earnings Report

Hyatt posted solid first-quarter results with growing RevPAR, adjusted EBITDA gains, and increased net room openings.

Key Takeaways

Hyatt reported a strong start to 2025 with $20M in net income, boosted by significant fee growth, strong demand, and its asset-light business model.

Net income reached $20 million and adjusted net income was $46 million.

System-wide comparable RevPAR rose 5.7% YoY.

Net rooms grew by 10.5%, including key additions like The Venetian Resort Las Vegas.

Adjusted EBITDA increased by 24.4% after adjusting for asset sales.

Total Revenue
$1.72B
Previous year: $1.74B
-1.0%
EPS
$0.46
Previous year: $0.71
-35.2%
System-wide RevPAR
5.7%
Previous year: 5.5%
+3.6%
Net Rooms Growth
10.5%
Previous year: 5.5%
+90.9%
Adjusted EBITDA
$273M
Previous year: $252M
+8.3%
Cash and Equivalents
$1.81B
Previous year: $794M
+127.3%
Free Cash Flow
$123M
Previous year: $208M
-40.9%
Total Assets
$14B
Previous year: $794M
+1663.5%

Hyatt

Hyatt

Forward Guidance

Hyatt expects modest RevPAR growth and solid net rooms expansion for FY2025, though net income will be affected by non-recurring 2024 asset sale gains.

Positive Outlook

  • Projected 1% to 3% RevPAR growth in 2025.
  • Net rooms expected to grow by 6% to 7%.
  • Adjusted EBITDA projected between $1.08B and $1.135B.
  • Strong liquidity position of $3.3B.
  • Positive momentum from recent property additions and pipeline.

Challenges Ahead

  • Net income projected to decline due to absence of prior year asset sale gains.
  • Adjusted free cash flow expected to decline due to higher interest and tax costs.
  • Booking trends reflect shorter-term demand and some volatility.
  • Playa Hotels acquisition introduces integration and execution risk.
  • No current guidance on shareholder capital returns due to acquisition plans.