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Choice Hotels Posts Q2 Gains and Plans Hotel Sales

The company raised guidance after stronger U.S. openings and development activity and said it will begin selling owned hotels in the first half of 2027 to recycle capital.

Overview

  • Choice reported second-quarter results showing net income of $64 million, adjusted EBITDA of $175 million, and adjusted diluted EPS of $2.02.
  • The company said U.S. performance improved with roughly 6,400 room openings, a 27% increase, and U.S. RevPAR up 1.3% year over year, driven by higher occupancy and modest rate gains.
  • Development momentum accelerated as franchise agreements awarded rose and the U.S. conversion pipeline expanded to about 24,100 rooms, with extended-stay, midscale, and upscale brands accounting for most growth.
  • Choice finished the quarter with $475 million in available liquidity, a net debt-to-adjusted EBITDA ratio of 3.1x, and returned $139 million to shareholders year-to-date through dividends and buybacks.
  • Management said it will start recycling capital from 19 owned hotels with planned asset sales in the first half of 2027 subject to market conditions, a move that could boost franchise investment and free cash but will depend on timing and market demand.