Q3 2025 Choice Hotels International Inc Earnings Call Transcript

Nov 5, 2025 / 03:00 PM GMT

Release Date Price: €77.5

Transcript 10-Q8-K

Key Points

Positve

Choice Hotels International Inc (CHH) reported a 7% increase in adjusted EBITDA to $190 million, driven by a strong revenue brand mix and growth in small and medium business traveler revenue.
The company increased its net global rooms by nearly 2.5% year over year, with higher revenue segments growing by nearly 3.5%.
Choice Hotels International Inc (CHH) has a robust pipeline with 98% of rooms in higher revenue brands, expected to be 1.7 times more accretive than the current portfolio.
The international business is a high-growth opportunity, with a 35% increase in adjusted international EBITDA and an 8% expansion in the international portfolio year over year.
The company is making significant investments in technology, with a $60 million program to enhance franchisee success systems, aiming to improve efficiency and profitability.

Negative

US third-quarter revPAR declined by 3.2% year over year, primarily due to softer government and international inbound demand.
The company faced a temporary increase in income tax expense and higher amortization expenses related to the acquisition of Choice Hotels Canada.
Despite strong international growth, the US revPAR environment remains softer, impacting overall performance.
The company is still facing challenges in the new construction environment, although it has managed to award more US new construction franchise agreements than last year.
There is a competitive environment for key money, although Choice Hotels International Inc (CHH) has managed to reduce its average key money per deal by 11%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CHH.N - Choice Hotels International Inc
Q3 2025 Choice Hotels International Inc Earnings Call
Nov 05, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to Choice Hotels International's 3rd quarter 2025 earnings call. At this time, all participants are in listen-only mode. Following the prepared remarks, we will open the line for questions. I will now turn the call over to Allie Summers, senior director of investor relations. Please go ahead.

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Unidentified_2 [2]
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Good morning and thank you for joining us. Before we begin, please note that today's discussion includes forward-looking statements as defined under US securities laws.

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