MA

Marriott International Class A

MAR · Marriott International Class A · Consumer Discretionary

Up next day
8/12
67%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+0.5%
avg over 9 beats
Biggest single move
+4.0%
'25.9 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 6 of 9 beats (67%)
Reaction is erratic and hard to predict
Avg +0.5% on a beat, +0.6% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+0.5%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 3Before open
'26.9 expectedEst. EPS $2.82
Quarter ended 6/2026
Reported 2026-08-03
Next-day move
-0.5%
After 5 days +0.5%
vs Consensus$3.08$3.19+3.6% beat
EPS
$3.19
YoY +20%
Revenue
$7.1B
YoY +5%
Next-Q guidance
N/A
Price around earnings
vs market -2.3%p

Earnings trend · last 12 quarters

EPS$3.19YoY +20%
'23.9'26.6
Revenue$7.1BYoY +5%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
4x33%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 7 of 12q (58%)

Community · MAR

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