Overview

* Wyndham Q3 adjusted EPS beats analyst expectations, adjusted net income also exceeds estimates

* Company system-wide rooms and development pipeline grew 4% year-over-year

* Returned $101 mln to shareholders via share repurchases and dividends

Outlook

* Wyndham revises full-year RevPAR growth to (3%) to (2%)

* Company lowers full-year adjusted EBITDA to $715-$725 mln

* Wyndham expects marketing fund expenses to exceed revenues by $5 mln in 2025

Result Drivers

* SYSTEM GROWTH - Co's system size and development pipeline grew 4% year-over-year, driven by increased development contracts and focus on high-quality expansions

* ANCILLARY REVENUE INCREASE - Ancillary revenues increased 18% compared to Q3 2024, contributing positively to financial results

* ORGANIC ROOM OPENINGS - Record year-to-date organic room openings achieved amid challenging macroeconomic conditions, per CEO Geoff Ballotti

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.46 $1.44

Adjusted (11

EPS Analysts

)

Q3 EPS $1.36

Q3 Beat $112 mln $111.70

Adjusted mln (10

Net Analysts

Income )

Q3 Net $105 mln

Income

Q3 Miss $213 mln $213.50

Adjusted mln (10

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the hotels, motels & cruise lines peer group is "buy"

* Wall Street's median 12-month price target for Wyndham Hotels & Resorts Inc ( WH ) is $99.00, about 18.1% above its October 21 closing price of $81.13

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)