What does Hilton Worldwide do and what are its main business segments?

What is Hilton Worldwide's latest dividend and current dividend yield?

Did Hilton Worldwide beat or miss consensus estimates last quarter?

What factors drove the changes in Hilton Worldwide's revenue and profit?

What were the key takeaways from Hilton Worldwide’s earnings call?

What is Hilton Worldwide's gross profit margin?

What guidance did Hilton Worldwide's management provide for the next earnings period?

What is the revenue and EPS growth rate for Hilton Worldwide year over year?

- **Q3 Resilience**: Adjusted EBITDA +8% YoY to $976M, EPS $2.11, despite 1.1% RevPAR decline.
- **Growth Engine**: 6.5% net unit growth, 515,000 rooms in pipeline, 20% luxury/lifestyle openings.
- **AI Innovation**: 41 AI use cases in testing, fee reductions tied to quality scores, and 90% cloud-based tech platform.
- **2026 Outlook**: 0-1% RevPAR growth, $3.7B EBITDA, and 6%+ unit growth.
- **Strategic Focus**: Luxury expansion (250+ in Asia), Outset Collection (500+ North America), and 75% loyalty occupancy target.

**【CEO Summary Section】**
- **Q3 2025 Performance**: Adjusted EBITDA of $976 million and EPS of $2.11, exceeding expectations despite a 1.1% RevPAR decline. Strong net unit growth of 6.5% and 515,000 rooms in the pipeline.
- **Development Momentum**: 199 hotels opened, including 20% luxury/lifestyle. Outset Collection brand launched with 60 hotels in development. 9,000th hotel milestone reached.
- **AI and Technology**: Proprietary tech platform enables AI-driven efficiency, fee reductions tied to quality scores, and customer experience innovations.
- **2026 Outlook**: Optimistic on U.S. economic tailwinds (lower rates, tax certainty) and easier RevPAR comps, with group demand strengthening.

**【CFO Financial Commentary】**
- **Q3 Results**: U.S. RevPAR down 2.3%, offset by 4.3% growth in Americas (excluding U.S.), 9.9% in Middle East/Africa, and 3.8% in APAC (excluding China). Adjusted EBITDA up 8% YoY.
- **Guidance**: Q4 RevPAR +1%, full year 0-1% growth. EBITDA $3.685B-$3.715B. Capital return of $3.3B via buybacks/dividends.
- **Cost Control**: Fee reductions shared with owners, G&A efficiency, and 25%+ new development starts YoY.

**【Q&A Highlights】**
- **AI and Distribution**: Exploring AI partnerships for go-to-market efficiency, with 41 AI use cases in testing.
- **Luxury Expansion**: 250+ luxury hotels planned in Asia, 500+ Outset Collection in North America. 75% Honors occupancy target.
- **Travel Trends**: Corporate travel cautious but optimistic for 2026. Leisure transient RevPAR flat, business transient -1%.
- **Key Money**: Stable at $150M-$200M/yr, focused on full-service and luxury deals.
- **Pricing**: Rate integrity maintained; promotions used to fill rooms without ADR collapse.

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