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Companies · MAR

MAR Reported this cycle

Marriott International

Bethesda, MD Travel & Hospitality

AI-generated · informational only · not investment advice · verify before relying.

Latest analysis

Updated Aug 3, 2026

Marriott Q2 2026: U.S. RevPAR +5%, Middle East drag offsets international, full-year guidance raised to 3-3.5% global RevPAR growth

Marriott raised its full-year 2026 global RevPAR growth outlook to 3-3.5% after U.S. & Canada delivered 5.0% RevPAR growth in Q2 — the dominant performance story this quarter. International markets declined 0.5% on a constant-dollar basis, entirely attributable to a 43% RevPAR collapse in the Middle East that overwhelmed solid gains in APEC (+5%), Greater China (+3%), and Europe; this geopolitical concentration risk is the most important new variable in the outlook. Adjusted EBITDA of $1,592 million grew 13% year-over-year, franchise fees surged 19% driven by co-branded credit card fee expansion, and the global pipeline hit a record 629,000 rooms — reinforcing the asset-light model's structural earnings momentum.

Tone: bullish

Revenue

$26.2B

MAR 10-K · FY 2025

Employees

414,000

Revenue FY2024

$25.1B

Headquarters

Bethesda, MD

Profile

MAR 10-K Item 1 · Feb 10, 2026

Marriott International is a worldwide franchisor, operator, and licensor of hotel, residential, timeshare, and other lodging properties operating under 30-plus brands across four quality tiers — Luxury, Premium, Select, and Midscale. The company's asset-light model generates fee revenue through franchise royalties, management fees, and licensing agreements rather than hotel ownership. At year-end 2025, the system encompassed 9,805 properties with 1,779,936 rooms across 145 countries and territories.

Read filing description ↓

We are a worldwide franchisor, operator, and licensor of hotel, residential, timeshare, and other lodging properties under a portfolio of compelling brands at different price and service points. Consistent with our focus on franchising, management, and licensing, we own or lease very few of our lodging properties (less than one percent of our system). As of year-end 2025, our system included 9,805 properties (1,779,936 rooms) in 145 countries and territories, and we also had approximately 4,100 properties (nearly 610,000 rooms) in our development pipeline. Our brands are categorized by style of offering - Classic and Distinctive. Our Classic brands offer time-honored hospitality for the modern traveler, and our Distinctive brands offer memorable experiences with a unique perspective - each of which we group into four quality tiers: Luxury, Premium, Select, and Midscale. Luxury offers bespoke and superb amenities and services. Premium offers sophisticated and thoughtful amenities and services. Select offers smart and easy amenities and services. Midscale offers limited services and essential amenities at a more affordable price point. Longer stay brands, which are classified under multiple quality tiers, offer amenities suggestive of the comforts of home. We have franchise, license, and other arrangements that permit hotel owners and certain other third parties to use many of our lodging brand names and systems. Under our hotel franchising arrangements, we generally receive an initial application fee and continuing royalty fees, which typically range from four to seven percent of room revenues, plus for certain brands, up to four percent of food and beverage revenues, as well as reimbursement for centralized programs and services. Marriott Bonvoy is central to our business strategy, encompassing our portfolio of compelling brands and other travel offerings, our direct channels, and our award-winning travel loyalty program.

Primary products

  • JW Marriott
  • The Ritz-Carlton
  • The Luxury Collection
  • W Hotels
  • St. Regis
  • EDITION

Business segments

U.S. & Canada Europe, Middle East & Africa Greater China Asia Pacific excluding China

End markets

Business transient travel Leisure travel Group meetings Luxury travel Extended stay Residential real estate Timeshare

Geographies

U.S. & Canada Europe, Middle East & Africa Greater China Asia Pacific excluding China Caribbean & Latin America

Named customers

JPMorgan Chase American Express Marriott Vacations Worldwide Corporation

Named competitors

Airbnb Vrbo Hilton IHG Hotels & Resorts Hyatt Wyndham Hotels & Resorts Accor Choice Hotels
“Based on lodging industry data, we have an approximately 17 percent share of the U.S. hotel market and a four percent share of the hotel market outside the U.S. (based on number of rooms).” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Total revenues increased from $25.1 billion in 2024 to $26.2 billion in 2025, driven by growth in franchise fees, cost reimbursement revenue, and owned, leased, and other revenue.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

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