Marriott International - Class A (NASDAQ:MAR) Reports Narrow Q2 2025 Earnings Beat Amid Muted Market Reaction

Marriott International - Class A (NASDAQ:MAR) reported second-quarter 2025 earnings that narrowly surpassed analyst expectations, though the market reaction has been muted in early trading. The hotel giant posted revenue of $6.74 billion, slightly above the consensus estimate of $6.73 billion, while earnings per share (EPS) came in at $2.65, marginally beating the projected $2.65.

Key Takeaways from Q2 2025 Earnings

• Revenue & EPS Performance: Both revenue and EPS exceeded estimates, though by slim margins. The modest beat suggests steady but not accelerating growth.
• Global vs. Domestic Demand: Worldwide revenue per available room (RevPAR) grew 1.5%, with international markets driving the increase (+5.3%), while U.S. and Canada RevPAR was flat. This aligns with broader industry trends of softening domestic demand offset by stronger overseas performance.
• Market Reaction: Pre-market trading showed minimal movement (+0.007%), reflecting investor ambivalence. Over the past month, MAR shares have declined nearly 7%, indicating broader concerns beyond this quarter’s results.

Analyst Expectations for Upcoming Quarters

Looking ahead, analysts project Q3 2025 revenue of $6.57 billion and EPS of $2.49, with full-year revenue estimated at $26.46 billion and EPS at $10.17. The lack of a significant post-earnings rally suggests investors may be waiting for clearer signs of sustained growth, particularly in the U.S. market.

Press Release Highlights

The earnings report emphasized Marriott’s global diversification as a key strength, with international markets compensating for weaker domestic performance. No explicit forward guidance was provided, leaving analysts to rely on existing estimates.

For a deeper dive into Marriott’s earnings history and future projections, visit MAR Earnings & Estimates.

Disclaimer: This article is for informational purposes only and should not be construed as investment advice.