Marriott International (MAR) Surpasses Q2 Earnings and Revenue Estimates

Core Insights - Marriott International reported quarterly earnings of $2.65 per share, exceeding the Zacks Consensus Estimate of $2.64 per share, and showing an increase from $2.50 per share a year ago, resulting in an earnings surprise of +0.38% [1] - The company generated revenues of $6.74 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.17% and reflecting a year-over-year increase from $6.44 billion [2] - The stock has underperformed the market, losing about 7.1% since the beginning of the year compared to the S&P 500's gain of 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.49 on revenues of $6.51 billion, while for the current fiscal year, the estimate is $9.99 on revenues of $26.16 billion [7] - The trend of estimate revisions for Marriott was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Hotels and Motels industry is currently in the bottom 10% of the Zacks Industry Rank, which suggests that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Soho House & Co, is expected to report a quarterly loss of $0.08 per share, reflecting a year-over-year change of +52.9%, with revenues projected at $309 million, up 1.3% from the previous year [9]