Sep 2026 (Q3 FY26) — Oct 22, 2026
Wyndham Hotels & Resorts Q3 FY26 — Strong Domestic RevPAR and AI-Driven Franchisee Value
Read the full callWyndham Hotels & Resorts earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 410 | +7.3% YoY | Quarterly, as filed | Quarter to Sep 2026 | Revenue from operations as filed. |
| Operating margin | 42.0 | −4.6 pts YoY | Operating profit / revenue | Quarter to Sep 2026 | For the quarter; a change is in percentage points. |
| Net profit | 99.0 | −5.7% YoY | Quarterly, as filed | Quarter to Sep 2026 | Profit after tax as filed. |
Guidance
11 of 11 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year adjusted diluted EPS | $4.62 to $4.80 | Dec 2025 | adjusted diluted EPS is projected at $4.71 to $4.83, which is based on a diluted share count of 75.4 million shares | Revised Up |
| Full-year development advance spend | approximately $110 million | Dec 2025 | There are no changes to our outlook for development advance spend or free cash flow conversion. | On Track |
| First-quarter U.S. RevPAR growth | down 3% to down 2% | Dec 2025 | Domestic RevPAR, excluding last year's hurricane impact, improved over 600 basis points to essentially flat and ahead of our down 2% to down 3% expectation as demand continued to pick up throughout the quarter. | Achieved |
14 of WYNDHAM HOTELS & RESORTS, INC.'s 25 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 22 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $80.39 on 22 Oct 2025 → $72.42. High $89.91 (20 Apr 2026), low $67.15 (21 Sept 2026).
Overview
Guidance
11 of 11 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year adjusted diluted EPS | $4.62 to $4.80 | Dec 2025 | adjusted diluted EPS is projected at $4.71 to $4.83, which is based on a diluted share count of 75.4 million shares | Revised Up |
| Full-year development advance spend | approximately $110 million | Dec 2025 | There are no changes to our outlook for development advance spend or free cash flow conversion. | On Track |
| First-quarter U.S. RevPAR growth | down 3% to down 2% | Dec 2025 | Domestic RevPAR, excluding last year's hurricane impact, improved over 600 basis points to essentially flat and ahead of our down 2% to down 3% expectation as demand continued to pick up throughout the quarter. | Achieved |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 25 tracked commitments, with each call’s wording and source.
Call summaries
Wyndham Hotels & Resorts Q3 FY26 — Strong Domestic RevPAR and AI-Driven Franchisee Value
Read the full callWyndham Hotels & Resorts Q2 FY26 — Record Pipeline Growth and Strong U.S. RevPAR Outperformance
Read the full callWyndham Hotels & Resorts Q1 FY26 — Strong RevPAR Recovery and Record Development Pipeline
Read the full callEvery analysed call
Financials
Net profit, year on year: −6% (quarter to sep 2026 against sep 2025).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 340 | 316 | 397 | 382 | 334 | 327 | 375 | 410 |
| Operating profit | 129 | 112 | 150 | 178 | -38 | 114 | 174 | 172 |
| Operating margin | 37.9% | 35.4% | 37.8% | 46.6% | −11.4% | 34.9% | 46.4% | 42.0% |
| Interest | 32 | 33 | 34 | 36 | 36 | 34 | 36 | 37 |
| Profit before tax | 97 | 79 | 116 | 142 | -74 | 80 | 138 | 135 |
| Tax rate | 12.4% | 22.8% | 25.0% | 26.1% | 18.9% | 23.8% | 26.1% | 26.7% |
| Net profit | 85 | 61 | 87 | 105 | -60 | 61 | 102 | 99 |
| EPS ($ per share) | — | 0.78 | 1.13 | 1.37 | — | 0.80 | 1.37 | 1.34 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 69 | 113 | -82 | 79 | 318 | 488 | 654 | 471 |
| Total liabilities | 3,558 | 3,321 | 3,681 | 3,180 | 3,161 | 3,287 | 3,573 | 3,714 |
| Fixed assets | 326 | 307 | 278 | 106 | 99 | 88 | 94 | 104 |
| Total assets | 4,976 | 4,533 | 4,644 | 4,269 | 4,123 | 4,033 | 4,223 | 4,182 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 231 | 100 | 67 | 426 | 399 | 376 | 290 | 367 |
| Cash from investing | -1,728 | -53 | -31 | -34 | 179 | -66 | -65 | -103 |
| Cash from financing | 1,808 | -320 | 363 | -713 | -584 | -402 | -175 | -314 |
| Net cash flow | 307 | -272 | 399 | -322 | -10 | -95 | 47 | -49 |
| Capital expenditure | -73 | -50 | -33 | -37 | -39 | -37 | -49 | -46 |
| Free cash flow | 158 | 50 | 34 | 389 | 360 | 339 | 241 | 321 |
| Segment | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Hotel Franchising | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | +7.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Development pipeline rooms | 259K+Our development momentum continued with net room growth of 4% and a pipeline which increased for the 23rd consecutive quarter to a record of over 259,000 rooms.Source: earnings call transcript | ~261KWe drove sequential net room growth, both domestically and internationally, and we expanded our development pipeline to a record of approximately 261,000 rooms with a FeePAR premium approximately 30% higher than our existing domestic and international systems.Source: earnings call transcript | ~264KOur development pipeline grew for the 25th consecutive quarter to a record of approximately 264,000 rooms across nearly 70 countries with a PPAR premium of approximately 30%, both domestically and internationally reflecting our strategy of adding hotels and higher chain scales and in geographies and markets with stronger long-term economics.Source: earnings call transcript | — |
| Loyalty program members | 124MGlobal membership enrollments grew another 10% year-over-year and the collective length of stay for our 124 million members grew by 6%.Source: earnings call transcript | 126M+Global membership enrollments grew another 9% year-over-year to a membership base of over 126 million members.Source: earnings call transcript | ~129MGlobal enrollments grew 10% year-over-year, bringing total membership to approximately 129 million members.Source: earnings call transcript | — |
| Rooms Openings | — | <18KWe're very pleased to report another strong quarter where we opened a record of nearly 18,000 rooms, 7% more rooms than we opened last year.Source: earnings call transcript | 18K+We opened over 18,000 rooms in the quarter or 3% more than we opened in the third quarter of last year.Source: earnings call transcript | — |
| Properties Days Inn China | — | 150And in China, we once again delivered double-digit net room growth for our direct franchising system and 13% net room growth across all of Mainland China with a record-breaking performance for our Days Inn brand, which after adding 8 spectacular direct franchise hotels in the first quarter, opened another 19 Days hotels in the second, including so many upscale new construction direct franchise agreements like the Days Hotel by Wyndham, Bortala Jinhe, our 150th Days now open in China.Source: earnings call transcript | 177We opened 16 new Days Hotels, bringing this former master license brand to 177 directly franchised hotels, nearly triple the size or a 17% compounded annual growth rate since 2019.Source: earnings call transcript | +18% |
| Capital expenditures Development advances | — | $28MDevelopment advance spend totaled $28 million in the second quarter.Source: earnings call transcript | $18MDevelopment advanced spend totaled $18 million in the third quarter reflecting our consistent and disciplined approach to investing in higher PPAR hotels that enhance the quality of our portfolio and drive long-term adjusted EBITDA growth.Source: earnings call transcript | -35.7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
146 filings between Oct 31, 2025 and Oct 15, 2026.
Purchases
None
No insider bought shares.
Sales
$16.67M
19 sales by 5 insiders
68% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 3 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Ballotti Geoffrey A | — | $8.70M | Oct 15, 2026 |
| Cash Paul F | — | $4.11M | Mar 6, 2026 |
| Strickland Scott R. | — | $2.59M | Mar 5, 2026 |
| Melancon Monica | — | $661.9K | Mar 11, 2026 |
| Rossi Nicola | — | $601.0K | May 7, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 5,595 | $415.3K |
| Oct 15, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 13,700 | $1.01M |
| Oct 15, 2026 | Ballotti Geoffrey A President and CEO | Option exercise 10b5-1 plan | 20,429 | $1.33M |
| Aug 17, 2026 | Ballotti Geoffrey A President and CEO | Option exercise 10b5-1 plan | 20,429 | $1.33M |
| Aug 17, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 19,414 | $1.41M |
| Aug 12, 2026 | Androski Christopher Chief Accounting Officer | Award | 3,647 | $0 |
| Jul 24, 2026 | Jung Alexandra A Director | Award | 434 | $31.9K |
| Jul 24, 2026 | RICHARDS PAULINE Director | Award | 373 | $27.4K |
| Jul 24, 2026 | BUCKMAN JAMES E Director | Award | 1,068 | $78.5K |
| Jul 24, 2026 | Deoras Mukul Director | Award | 574 | $42.2K |
| Jul 24, 2026 | BIBLOWIT MYRA J Director | Award | 543 | $39.9K |
| Jul 24, 2026 | HOLMES STEPHEN P Director | Award | 718 | $52.8K |
| Jul 24, 2026 | RICHARDS PAULINE Director | Award | 463 | $34.0K |
| Jul 24, 2026 | NELSON RONALD L Director | Award | 545 | $40.1K |
| Jul 24, 2026 | BIBLOWIT MYRA J Director | Award | 442 | $32.5K |
| Jul 24, 2026 | CHURCHILL BRUCE Director | Award | 633 | $46.5K |
| Jun 15, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 958 | $78.0K |
| Jun 15, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 14,445 | $1.17M |
| Jun 15, 2026 | Ballotti Geoffrey A President and CEO | Sale 10b5-1 plan | 3,113 | $249.2K |
| Jun 15, 2026 | Ballotti Geoffrey A President and CEO | Option exercise 10b5-1 plan | 20,429 | $1.33M |
| Jun 2, 2026 | Ballotti Geoffrey A President and CEO | Gift | 12,700 | $0 |
| May 7, 2026 | Rossi Nicola Chief Accounting Officer | Sale | 7,055 | $601.0K |
| May 1, 2026 | BUCKMAN JAMES E Director | Award | 1,013 | $81.9K |
| May 1, 2026 | NELSON RONALD L Director | Award | 494 | $39.9K |
| May 1, 2026 | BIBLOWIT MYRA J Director | Award | 402 | $32.5K |
| May 1, 2026 | Jung Alexandra A Director | Award | 394 | $31.9K |
| May 1, 2026 | Deoras Mukul Director | Award | 518 | $41.9K |
| May 1, 2026 | CHURCHILL BRUCE Director | Award | 573 | $46.3K |
| May 1, 2026 | BIBLOWIT MYRA J Director | Award | 491 | $39.7K |
| May 1, 2026 | HOLMES STEPHEN P Director | Award | 651 | $52.6K |
| May 1, 2026 | RICHARDS PAULINE Director | Award | 338 | $27.3K |
| May 1, 2026 | RICHARDS PAULINE Director | Award | 421 | $34.0K |
| Apr 26, 2026 | Strickland Scott R. Chief Commercial Officer | Tax withheld | 867 | $74.5K |
| Apr 26, 2026 | Strickland Scott R. Chief Commercial Officer | Award | 1,694 | $0 |
| Mar 11, 2026 | Melancon Monica Chief Human Resource Officer | Sale | 8,861 | $661.9K |
| Mar 10, 2026 | Strickland Scott R. Chief Commercial Officer | Award | 2,493 | $0 |
| Mar 10, 2026 | Sripathi Amit Chief Financial Officer | Tax withheld | 445 | $32.9K |
| Mar 10, 2026 | Sripathi Amit Chief Financial Officer | Award | 907 | $0 |
| Mar 10, 2026 | Rossi Nicola Chief Accounting Officer | Award | 1,360 | $0 |
| Mar 10, 2026 | Melancon Monica Chief Human Resource Officer | Tax withheld | 1,276 | $94.3K |
| Mar 10, 2026 | Melancon Monica Chief Human Resource Officer | Award | 2,493 | $0 |
| Mar 10, 2026 | Cash Paul F General Counsel & Corp. Secy. | Tax withheld | 1,594 | $117.8K |
| Mar 10, 2026 | Cash Paul F General Counsel & Corp. Secy. | Award | 3,116 | $0 |
| Mar 10, 2026 | Ballotti Geoffrey A President and CEO | Tax withheld | 4,637 | $342.8K |
| Mar 10, 2026 | Ballotti Geoffrey A President and CEO | Award | 9,065 | $0 |
| Mar 10, 2026 | Rossi Nicola Chief Accounting Officer | Tax withheld | 696 | $51.5K |
| Mar 10, 2026 | RICHARDS PAULINE Director | Award | 326 | $0 |
| Mar 10, 2026 | NELSON RONALD L Director | Award | 326 | $0 |
| Mar 10, 2026 | HOLMES STEPHEN P Director | Award | 326 | $0 |
| Mar 10, 2026 | Deoras Mukul Director | Award | 326 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow WYNDHAM HOTELS & RESORTS, INC. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading