📈 Price History

Ratio Health

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📊 Peer Medians

About

Wyndham Hotels & Resorts, Inc. is the world's largest hotel franchising company by the number of franchised properties, with approximately 8,300 hotels across approximately 100 countries on six continents. Through its network of over 855,000 rooms appealing to the everyday traveler, Wyndham commands a leading presence in the economy and midscale segments of the lodging industry. The Company operates a portfolio of 25 hotel brands, including Super 8, Days Inn, Ramada, Microtel, La Quinta, Baymont, Wingate, AmericInn, ECHO Suites, Registry Collection Hotels, Trademark Collection and Wyndham. Wyndham Hotels & Resorts, Inc. was incorporated in 2017 and is headquartered in Parsippany, New Jersey.

Key Ratios Snapshot

📈 Growth Pattern

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⭐ Superinvestors Holding WH

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	315.4K	$25.6M	0.03%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific ~ Volatile 4 quarters analysed

Q2 2025

Confident Specific

Management used strong positive language ('another strong quarter of progress', 'record first half of openings', 'record pipeline', 'ancillary fee streams up nearly 20%') and provided specific metrics (4% system growth, 5% adjusted EBITDA growth, 11% EPS growth). They acknowledged RevPAR decline but quickly normalized it and pointed to offsets like royalty rate expansion and development momentum.

Q3 2025

Confident Specific

Management repeatedly described results as demonstrating 'resilience and execution' and cited precise operational metrics (21% room openings increase, 24% deal growth, 18% ancillary fee growth) while openly acknowledging the challenging macro environment and weaker RevPAR (-5%).

Q4 2025

Cautious

Management acknowledged a 'challenging year' and highlighted record room openings and signings while also noting RevPAR declines and the Revo insolvency charge. Phrases like 'where we could control the outcome, our teams delivered' show confidence in operations, but the tone remained guarded on demand recovery and the Revo situation.

Q1 2026 latest

Confident Specific

Management uses consistently upbeat language like 'very pleased', 'strong start', 'meaningful recovery', and provides specific metrics (e.g., 4% net room growth, 259k pipeline, 21% ancillary growth) to reinforce a positive narrative.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is modestly strengthened. The better-than-expected Q1 RevPAR recovery (flat vs. guided down 2-3%) and sustained April momentum reduce near-term downside risk. Record pipeline and 4% net room growth reinforce long-term earnings power. However, management kept full-year EBITDA guidance unchanged, signaling caution on back-half visibility. Key watch items: whether U.S. RevPAR can sustain +1% through peak summer, pace of new ECHO Suites and upscale conversions, and adoption of AI tools translating into higher franchisee profitability and retention. The thesis remains intact but hinges on consumer and business travel demand holding up in a still-uncertain macro environment.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific ~ Volatile 4 quarters Full tone analysis in Intelligence →

📊 MIXED Wyndham Hotels reports 4% net room growth, RevPAR recovery, strong ancillary revenue up 21%

Revenue & Profitability

First quarter net revenues were $327 million, up 3% year-over-year. Adjusted EBITDA was $156 million, down 1% on a comparable basis. Adjusted diluted EPS was $0.96, down 3% on a comparable basis. The company generated $64 million of free cash flow and returned $85 million to shareholders via $51 million in share repurchases and $34 million in dividends.

Outlook

Management raised global RevPAR outlook to up 1% to down 1% from prior guidance of down 2% to down 3%, driven by better-than-expected U.S. RevPAR in Q1 (down 1% vs. expected down 2-3%). U.S. RevPAR has been +1% for February/March and April month-to-date. Back-half expectations remain at approximately flat until more visibility on peak summer. Full year adjusted EBITDA outlook unchanged at $730-$745 million.

Growth Drivers

Key growth levers include U.S. development contracts up 8%, a record global pipeline of over 259,000 rooms (23rd consecutive quarterly increase), and strong international net room growth: EMEA +7%, Latin America & Caribbean +12%, Asia Pacific +11%, China double-digit. Extended-stay pipeline reached a record 45,000 rooms. Ancillary revenue grew 21% driven by the renewed co-branded credit card agreement and AI-enabled services.

Balance Sheet & CapEx

Development advance spend was $29 million in Q1, consistent with Q1 2025, focused on FeePAR-accretive markets. Management reiterated a cumulative technology investment of over $450 million, which underpins AI innovation. No specific 2026 capital expenditure guidance was provided beyond development advances.

Margins

Adjusted EBITDA declined 1% in Q1 on a comparable basis despite revenue growth, primarily due to the absence of one-time cost reductions. The marketing fund is expected to break even on a full-year basis, with a first-half underspend of $0-$5 million reversing in the back half. Management highlighted that AI tools are lowering hotel owners' breakeven points and improving profitability.

Key Risks

Management cited the ongoing Revo Hospitality Group insolvency as a risk, with $12 million of fee deferrals and potential termination impact on net room growth. U.S. RevPAR back-half visibility is limited due to short booking windows (2.5 weeks). International risks include China's deflationary environment and Mexico RevPAR decline from lower U.S. inbound travel. Immigration and trade policy uncertainty was noted as stabilizing.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-23

Achieved record net room openings and pipeline growth, with U.S. RevPAR up 2% and adjusted EBITDA and EPS each rising 3% on a comparable basis. Raised full-year outlook for U.S. and global RevPAR, maintained strong liquidity, and continued robust capital returns to shareholders.

Q1 2026 Q1 2026 2026-04-30

Q1 2026 saw strong U.S. RevPAR recovery, 4% net room growth, and record pipeline expansion. Ancillary revenues rose 21%, and AI-driven tech initiatives boosted franchisee profitability. Guidance for global net room growth and RevPAR was raised, with robust liquidity and disciplined capital allocation.

Q4 2025 Q4 2025 2026-02-19

Net room growth reached 4% with record organic additions and a robust development pipeline. Despite RevPAR declines, Adjusted EBITDA and EPS grew, and strong cash flow enabled significant shareholder returns. AI and ancillary revenue initiatives, along with new brand launches, support a positive 2026 outlook.

Q3 2025 Q3 2025 2025-10-23

Q3 saw strong room and pipeline growth, robust ancillary fee gains, and continued capital returns, but RevPAR declined 5% amid consumer caution. Guidance was lowered for RevPAR and revenues, though net room growth and liquidity remain solid.

Q2 2025 Q2 2025 2025-07-24

Global system growth reached 4% with record first-half openings, 5% adjusted EBITDA growth, and 11% EPS growth year-over-year. Net room growth guidance was raised, and robust capital deployment continues, while new tech and partnerships drive franchisee value.

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