Q1 2026 Hilton Worldwide Holdings Inc Earnings Call Transcript

Apr 28, 2026 / 01:00PM GMT

Release Date Price: $323.36 (-2.73%)

Transcript 10-Q8-K

Key Points

Positve

Hilton Worldwide Holdings Inc (HLT) reported strong first-quarter results with RevPAR and net unit growth exceeding the high end of their guidance.
The company returned more than $860 million to shareholders in the first quarter and is on track to return approximately $3.5 billion for the full year.
Hilton Worldwide Holdings Inc (HLT) opened 131 hotels totaling over 16,000 rooms, marking the second strongest first quarter for hotel openings in its history.
The company's pipeline now stands at a record 527,000 rooms, with new development construction starts expected to be up over 20% for the year.
Hilton Worldwide Holdings Inc (HLT) continues to leverage AI and technology to enhance customer experience and operational efficiency, including the launch of the Hilton AI Planner.

Negative

The ongoing Middle East conflict is expected to impact RevPAR, with a projected decline in the mid- to high teens for the region.
RevPAR in China increased only 1.3% in the quarter, with continued pressure in group and leisure segments due to weaker inbound travel.
The company expects some headwinds related to the Middle East conflict, which could impact overall performance.
Despite strong performance, the company remains cautious about geopolitical uncertainties and their potential impact on global operations.
The Middle East region, which represents about 3% of Hilton Worldwide Holdings Inc (HLT)'s business, could see a significant decline in performance, affecting overall results.

Operator

Good morning, and welcome to the Hilton first quarter 2026 earnings conference call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mr. Charlie Ruehr, Vice President, Corporate Finance and Investor Relations. You may begin.

Charlie Ruehr

Hilton Worldwide Holdings Inc - Vice President, corporate finance and Investor Relations

Thank you, Chuck. Welcome to Hilton's first quarter 2026 earnings call. Before we begin, we would like to remind you that our discussion this morning will include forward-looking statements. Actual results could differ materially from those indicated in the forward-looking statements, and forward-looking statements made today speak only to our expectations as of today. We undertake no obligation to (technical difficulty) financial measures discussed in today's call in our earnings press release and on our website at ir.hilton.com.

This morning, Chris Nassetta, our President and Chief Executive Officer, will provide an overview of the current operating environment

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