Key Takeaways Mohawk tops EPS estimates and grows year over year, leveraged by pricing and cost actions.Mohawk witnessed margin pressures as its Flooring NA business segment faced weak housing demand.The company now eyes a 2026 rebound as it advances with restructuring actions and product innovation.Mohawk Industries, Inc. (MHK) reported mixed fourth-quarter 2025 results, with earnings topping the Zacks Consensus Estimate and net sales marginally missing the same. On a year-over-year basis, both metrics inc ...

The Indian Hotels Company share price today: Shares of hospitality major The Indian Hotels Company (IHCL) fell around 4 per cent to hit an intraday low of ₹683 on the National Stock Exchange (NSE), amid an overall subdued market, despite the company reporting strong quarterly numbers for the October-December quarter of the current financial year (Q3FY26).     READ LATEST STOCK MARKET UPDATES TODAY LIVEAround 12:50 PM, the IHCL share price was trading 1.2 per cent lower at ₹703.55 compared to the previous s ...

Luxury hotel rates in New Delhi have surged to as high as 33,000 dollars a night ahead of the India AI Impact Summit, underscoring explosive demand as global tech leaders and heads of state arrive in the capital. The boom comes as Indian Hotels Company posts a strong third-quarter earnings beat, with net income up 55-percent year-on-year. MD and CEO Puneet Chhatwal discusses the demand surge and the company's performance with Paul Allen on Insight with Haslinda Amin. ...

CFO Joan Bottarini added that in the U.S., RevPAR rose 0.5%, with full-service RevPAR up 2% and select-service RevPAR down as business transient softened. Outside the U.S., she said performance remained strong, led by leisure travel. Asia Pacific excluding Greater China posted RevPAR growth of more than 13% on inbound international travel, while Greater China recorded its strongest quarterly RevPAR growth of the year with domestic travel up mid-single digits. Bottarini also cited continued strength in Europ ...

Core Insights - The earnings season has shifted focus from AI-related tech stocks to traditional industry leaders, which have been rewarded by the market for their favorable Q4 reports, reasonable valuations, and respectable dividends [1] Group 1: McDonald's (MCD) - McDonald's stock reached a 52-week high of $333 after exceeding Q4 expectations, driven by loyalty and digital engagement improvements [2] - Global comparable sales increased by 6% year-over-year in Q4, with U.S. comparable sales rising by 7%, indicating strong demand [3] - Systemwide sales to loyalty members grew by 20% year-over-year, with active users up by 19%, reflecting recurring demand [3] - MCD is close to becoming a Dividend King, having increased its dividend for 49 consecutive years [3] Group 2: T-Mobile US (TMUS) - T-Mobile's shares surged by 9% after surpassing Q4 expectations, with an additional 2% increase the following day [5] - The company reported industry-leading net customer additions of 2.4 million, including 962,000 postpaid phone net adds, marking an industry best [6] - TMUS has a forward P/E valuation of 18X, which is attractive compared to the industry average of 13X [7] Group 3: Marriott International (MAR) - Marriott's stock increased by 7% following mixed Q4 results, which included a slight EPS miss but a revenue beat and strong forward guidance [8] - Worldwide RevPAR increased by 2% in Q4, driven by 6% growth in international markets, with a 2026 RevPAR growth outlook of 1.5%-2.5% [9] - MAR trades at a forward P/E of 30X, slightly above the broader market but near its decade-long median of 24X [10] - The company has raised its dividend by 25.67% over the last five years, maintaining a low payout ratio of 27% [11]

Core Viewpoint - Hyatt Hotels Corporation is experiencing positive market sentiment following its Q4 2025 earnings call, with a notable increase in stock price and strong investor interest in the company's growth prospects [2][5]. Financial Performance - Hyatt's stock price increased to $172.34, reflecting a rise of approximately 2.20% or $3.71 following the Q4 2025 earnings call [2][5]. - The stock has fluctuated between $168.01 and $180.53, with the highest price over the past year being $180.53 and the lowest at $102.43, indicating significant appreciation over time [3]. Market Position - Hyatt's market capitalization is approximately $16.37 billion, showcasing its substantial presence in the hospitality industry [4][5]. - The trading volume today is 1,288,716 shares, indicating active investor engagement and confidence in the company's future performance [4][5]. Analyst Insights - Stifel Nicolaus set a price target of $170 for Hyatt, which represents a slight decrease of -0.17% from the stock's price of $170.29 at that time [1][5].

The company said the profit was after exceptional items, which mainly included a ₹327 crore profit net of tax on the sale of its entire equity stake in a joint venture and a ₹37 crore impact from implementing new labour codes. The quarter marked the fifteenth consecutive quarter of "record performance" with an Ebitda of ₹1,134 crore and an The hotel segment reported ₹2,579 crore revenue, helping the chain post its best-ever segmental quarterly Ebitda of ₹1,050 crore. Third-quarter Live Events He said IHCL ...

The vacation-rental platform is also moving deeper into an industry it once sought to disrupt — hotels. ...

Core Viewpoint - Airbnb forecasts first-quarter revenue between $2.59 billion and $2.63 billion, exceeding Wall Street estimates of $2.53 billion, driven by demand for premium rentals despite a decline in cost-conscious customer bookings [1] Financial Performance - In the fourth quarter, Airbnb reported earnings per share of 56 cents, down from 73 cents a year earlier, with quarterly revenue of $2.78 billion, surpassing expectations of $2.71 billion [1] Revenue Projections - The company anticipates revenue growth of "at least low double-digits" for 2026, while analysts project a growth rate of 10.24% [1] Market Strategy - Airbnb has launched a new segment for booking services like private chefs and yoga instructors to compete with hotels, where half of the experiences booked in the fourth quarter were not linked to accommodation [1] - The company is expanding its offerings by partnering with boutique and independent hotels in cities with limited rental supply, such as New York and Madrid, to increase its total addressable market [1] Industry Context - Other travel companies, including Marriott and United Airlines, are also seeing strong performance from high-end travelers, while lower-end customers face challenges due to inflation and economic uncertainty [1]

By Aishwarya Jain and Doyinsola Oladipo Feb 12 (Reuters) - Airbnb on Thursday became the latest travel company to point to resilient premium demand as ‌budget-conscious customers pull back. Hotel operators Marriott and Hilton, airlines such as ‌United and Delta are banking on resilient demand from high-end travelers in 2026, a trend that ​reflects a deepening K-shaped economy in the U.S. "Guests are choosing more expensive listings. It could be larger listings, nicer listings or listings in markets th ...