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Q4 25 EPS
$1.60
BEAT +3.69%
Est. $1.54
Q4 25 Revenue
$390.2M
BEAT +5.55%
Est. $369.6M
vs S&P Since Q4 25
-5.1%
TRAILING MARKET
CHH +1.1% vs S&P +6.2%
Full Year 2025 Results
FY 25 EPS
$6.94
BEAT +0.16%
Est. $6.93
FY 25 Revenue
$1.60B
BEAT +1.11%
Est. $1.58B
Market Reaction
Did CHH Beat Earnings? Q4 2025 Results
Choice Hotels International closed out Q4 2025 with a clean beat on both top and bottom lines, posting adjusted diluted EPS of $1.60 against a consensus estimate of $1.54, a 3.90% beat, while revenue of $390.15 million topped expectations of $372.55 … Read more Choice Hotels International closed out Q4 2025 with a clean beat on both top and bottom lines, posting adjusted diluted EPS of $1.60 against a consensus estimate of $1.54, a 3.90% beat, while revenue of $390.15 million topped expectations of $372.55 million by 4.73%, though it was essentially flat year-over-year at just 0.1% growth. The headline driver behind the quarter's resilience was a record full-year adjusted EBITDA of $625.62 million and a surge in global development activity, with hotel openings climbing 14% for the full year and international net rooms expanding 12.5% to nearly 160,000 rooms. A softer domestic backdrop weighed on results, as U.S. RevPAR declined on a reported basis amid weakened government and international inbound demand, though management noted the prior year carried a significant hurricane-related tailwind. Deutsche Bank raised its price target to $119 following the results, maintaining a Hold rating. Looking ahead, Choice guided FY 2026 adjusted diluted EPS of $6.92 to $7.14, with global RevPAR growth projected in a range of -2% to 1%.
Key Takeaways
- • International net rooms growth of 12.5% compared to December 31, 2024
- • U.S. extended stay net rooms growth of 11.7% year-over-year
- • Partnership services and fees increased 16% in Q4 2025
- • U.S. royalty rate expansion of 10 basis points to 5.19% in Q4
- • Global franchise agreements awarded grew 22% in full-year 2025
- • Global hotel openings grew 14% to 440 hotels in full-year 2025
- • $100 million gain from fair value remeasurement of Choice Hotels Canada equity investment boosted full-year GAAP results
CHH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
CHH Revenue by Segment
With YoY comparisons, source: SEC Filings
“Choice Hotels International delivered another year of record profitability in 2025, driven by our double-digit increase in international rooms, continued leadership in the extended-stay segment, and disciplined portfolio optimization.”
— Patrick Pacious, Q4 2025 Earnings Press Release
CHH Earnings Trends
CHH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CHH EPS Trend
Earnings per share: estimate vs actual
CHH Revenue Trend
Quarterly revenue: estimate vs actual
CHH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.32 | $1.07 | -18.80% | $340.6M | +2.03% |
| Q4 25 BEAT FY | $1.54 | $1.60 | +3.69% | $390.2M | +5.55% |
| FY Full Year | $6.93 | $6.94 | +0.16% | $1.60B | +1.11% |
| Q3 25 MISS | $2.20 | $2.10 | -4.39% | $447.3M | +7.26% |
| Q2 25 BEAT | $1.90 | $1.92 | +0.97% | $426.4M | -0.79% |
| Q1 25 MISS | $1.37 | $1.34 | -1.97% | $332.9M | -3.97% |