万豪第三季度净利7.94亿美元：全球RevPAR增长6.5%，开发管线创纪录
总部位于马里兰州 Montgomery 县 Bethesda 的万豪国际（Marriott International, Inc.）11月2日发布2026年第三季度业绩：总收入70.05亿美元，同比增长8%；净利7.94亿美元，同比增长9%（上年同期7.28亿美元）；报告稀释每股盈利3.04美元（上年同期2.67美元），调整后稀释每股盈利3.02美元（上年同期2.47美元），调整后 EBITDA 为15.12亿美元，同比增长12%。
酒店经营指标方面，全球可比每间可售房收入（RevPAR）同比增长6.5%，其中美国与加拿大增长7.4%、国际市场增长4.4%；增长由平均日房价上升4.8%与入住率提升1.1个百分点共同带动。特许经营与基本管理费合计13.41亿美元，同比增长13%；激励管理费1.81亿美元，同比增长22%。
扩张方面，公司第三季度在全球净增约20,100间客房，其中逾13,400间在国际市场，客房总量较上年同期增长4.6%；季末全球系统共有逾10,200家酒店、近183.4万间客房。开发管线创下纪录，达4,209家酒店、逾63.4万间客房，其中44%在建。会员计划 Marriott Bonvoy 全球会员约达3.09亿。
股东回报方面，公司第三季度以13亿美元回购350万股普通股，截至10月28日年初至今已通过分红与回购返还股东约40亿美元，全年返还预计至少48亿美元。展望全年，公司把调整后稀释每股盈利指引上调至12.07至12.14美元，把全球 RevPAR 增速指引上调至4.5%至5%。
总裁兼首席执行官 Anthony Capuano 表示，第三季度业绩强劲，反映了公司业务的持续动能、全球规模的优势以及品牌与营收引擎的实力，美国与加拿大各客户群与各档次酒店的 RevPAR 均普遍增长。
Marriott Q3 Net Income Reaches $794 Million: Global RevPAR Up 6.5%, Development Pipeline Hits Record
BETHESDA, Maryland — Marriott International, Inc. (Nasdaq: MAR) on Nov. 2 reported third-quarter 2026 results. Total revenue rose 8 percent to $7.005 billion. Reported net income totaled $794 million, a 9 percent increase from $728 million a year earlier; reported diluted EPS was $3.04, compared with $2.67 in the year-ago quarter, and adjusted diluted EPS was $3.02, compared with $2.47. Adjusted EBITDA totaled $1,512 million, up 12 percent.
Worldwide comparable systemwide RevPAR increased 6.5 percent, with growth of 7.4 percent in the U.S. and Canada and 4.4 percent in international markets, backed by a 4.8 percent increase in average daily rate and a 1.1-percentage-point improvement in occupancy. Franchise and base management fees totaled $1,341 million, up 13 percent, while incentive management fees rose 22 percent to $181 million.
The company added roughly 20,100 net rooms during the quarter, including over 13,400 in international markets, and net rooms grew 4.6 percent from the end of the third quarter of 2025. At quarter end, Marriott's global system totaled over 10,200 properties with nearly 1,834,000 rooms, and its worldwide development pipeline reached a record 4,209 properties with more than 634,000 rooms, 44 percent of them under construction. Marriott Bonvoy membership reached approximately 309 million worldwide.
Marriott repurchased 3.5 million shares for $1.3 billion in the quarter, and year-to-date through Oct. 28 it had returned approximately $4.0 billion to shareholders through dividends and repurchases, with at least $4.8 billion planned for the full year. The company raised its full-year adjusted EPS guidance to $12.07 to $12.14 and its global RevPAR growth outlook to 4.5 to 5 percent.
President and Chief Executive Officer Anthony Capuano said the excellent third-quarter results reflected continued momentum across the business, the benefits of Marriott's global scale, and the power of its brands and revenue engines, with broad-based RevPAR growth across customer segments and chain scales in the U.S. and Canada.
来源：万豪国际
发布：GSM·美国（发布链接）
图片来源：图：Indianapolis 市中心的万豪酒店（资料图）。照片：IndyTaylor，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: The Marriott hotel in downtown Indianapolis (file photo). Photo by IndyTaylor, CC BY-SA 4.0, via Wikimedia Commons.
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