WHWyndham Hotels & Resorts, Inc.
The Read
Wyndham's stock typically saw a median absolute move of about 7%.
The schedule
- Thu22Oct
Q3 results will be heavily scrutinized for RevPAR recovery and evidence of cost control to offset the recent -5.5% YoY revenue contraction.
- Thu14Jan
An assessment of early Q1 travel demand and consumer resilience following the holiday season under the current interest rate regime.
- Thu29Apr
Q1 2027 operational results focusing on franchise fee generation and spring travel demand.
- Thu22Jul
Past
- Tue15Sep
Wyndham's management updates the market on system size growth and its record development pipeline.
- Thu23Jul
Actual outcome: Bear · $76.11 at outcome
Wyndham delivered strong Q2 results, beating EPS estimates and raising its full-year 2026 outlook driven by record room openings, improving U.S. RevPAR trends, and growth in ancillary revenue. While these positive fundamental developments sparked a modest 3.6% rally, the stock failed to gain significant momentum and remained well below the $79.50 bear floor.
Q2 2026 earnings will reveal how well Wyndham's economy and midscale brands captured summer leisure travel amidst a 4.3% US unemployment rate.
- Thu30Apr
Actual outcome: Mixed · $82.67 at outcome
Wyndham reported strong Q1 results, highlighting a 4% growth in system size, a record development pipeline of 2,200 hotels, and U.S. RevPAR recovery tracking ahead of expectations. Despite these positive fundamental updates and the launch of a new native ChatGPT app to drive bookings, the stock's reaction was muted. Shares rose just 1.6% as the market digested the earnings and guidance amidst shifting domestic travel demand.
- Wed18Feb
Actual outcome: Bull · $83.96 at outcome
Wyndham reported Q4 earnings that perfectly met expectations, posting an EPS of -$0.79. The stock rallied 4.6% to exceed the $80.50 bull target, driven by the in-line results and underlying operational momentum. Investor confidence was further supported by the company's strategic enhancements to its direct booking platform, including new end-to-end management tools designed to capture growth in group travel.
- Wed18Feb
Actual outcome: Bear · $83.96 at outcome
Wyndham reported Q4 earnings of $0.93 per share, beating consensus estimates but representing a year-over-year decline from $1.04, alongside a 5% dividend increase. Although shares initially rallied on the earnings beat and record development activity, the stock ultimately reversed and broke below the bear floor. The longer-term decline was driven by management's acknowledgment of a challenging year and the subsequent issuance of $650 million in senior notes, which likely renewed concerns over elevated leverage and earnings contraction.
