Sears Peter sold (to issuer) $657K of H

Target Hospitality (TH) reported Q2 revenue of $85.46M, up 38.7% YoY, beating estimates. Hilton Grand Vacations (HGV) reported $1.36B revenue, up 7.3% YoY, missing estimates. Marriott (MAR) reported $7.07B revenue, up 4.8% YoY, lagging expectations. Carnival (CCL) reported $6.66B revenue, up 5.3% YoY, meeting expectations. TH stock is up 11.3%, while HGV, MAR, and CCL stocks are down 18%, 10.6%, and 15.3% respectively since reporting.

Hyatt Hotels (H) reported Q2 2026 results on an earnings call. System-wide RevPAR rose 5.9% and U.S. RevPAR rose 6.7%. Gross fees were $324 million (+8%). Full-year RevPAR guidance was raised to 3.5% to 4.5% and adjusted EBITDA to $1.155B to $1.205B. World of Hyatt members reached 69 million (+17% YoY).

Hyatt said July 30 that some hotels expected to open in Q4 2026 will open in early 2027, without naming properties. In Q2 2026, comparable RevPAR rose 5.9% and gross fees rose 7.8% to $324 million. Hyatt kept full-year adjusted EBITDA guidance at $1.155B to $1.205B but cut net rooms growth to about 6%.

Hyatt Hotels reported Q2 2026 RevPAR growth of 5.9%, citing high-end demand and FIFA World Cup incremental demand. World of Hyatt loyalty reached 69 million members. Full-year system-wide RevPAR outlook raised to 3.5% to 4.5% and fee growth guidance kept at 9% to 11%, with Middle East and Mexico fee headwinds. Capital return target is $325M to $375M.

Hyatt Hotels Corp. reported Q2 comparable systemwide hotel RevPAR up 5.9% year over year, led by luxury and upper-upscale brands. The company said its room pipeline rose 10% to about 154,000 rooms. Q2 net income was $110 million, adjusted net income $108 million, and adjusted diluted EPS $1.12. Hyatt kept full-year RevPAR growth guidance at 3.5% to 4.5% and net income at $250 million to $335 million.

Hyatt Hotels shares fell about 9% after the company cut its annual net rooms growth outlook to about 6% from 6% to 7%. Hyatt cited weaker second-quarter room revenue growth from Middle East conflict, estimated to reduce full-year fees by about $10 million, and Mexico unrest impacting fees by about $15 million. The company also noted slower-than-expected Mexico recovery and a measured view on later-year openings.