Marriott International (MAR) reported $6.69 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.1%. EPS of $2.58 for the same period compares to $2.45 a year ago.
The reported revenue represents a surprise of +0.13% over the Zacks Consensus Estimate of $6.68 billion. With the consensus EPS estimate being $2.64, the EPS surprise was -2.33%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Marriott performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable Systemwide International Properties - Worldwide - REVPAR: 128 versus the three-analyst average estimate of 128.
- Rooms - Total: 1,779,936 versus 1,772,075 estimated by three analysts on average.
- Rooms - Franchised: 1,183,513 versus the three-analyst average estimate of 1,173,139.
- Rooms - Owned/Leased: 14,406 versus 14,195 estimated by three analysts on average.
- Revenues- Contract investment amortization: $-49 million compared to the $-31.39 million average estimate based on six analysts. The reported number represents a change of +81.5% year over year.
- Revenues- Gross fee revenues: $1.43 billion compared to the $1.4 billion average estimate based on six analysts. The reported number represents a change of +6.8% year over year.
- Revenues- Net fee revenues: $1.38 billion versus the six-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of +5.3%.
- Revenues- Owned, leased, and other revenue: $457 million versus the six-analyst average estimate of $432.6 million. The reported number represents a year-over-year change of +9.3%.
- Revenues- Franchise fees: $843 million versus $846.95 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6% change.
- Revenues- Incentive management fees: $239 million versus $211.39 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +16% change.
- Revenues- Cost reimbursements: $4.86 billion versus the six-analyst average estimate of $4.88 billion. The reported number represents a year-over-year change of +3.3%.
- Revenues- Base management fees: $343 million compared to the $341.35 million average estimate based on six analysts. The reported number represents a change of +3% year over year.
View all Key Company Metrics for Marriott here>>>
Shares of Marriott have returned +2.4% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Marriott International, Inc. (MAR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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