Is Intercontinental Hotels Group (IHG) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how InterContinental Hotels (IHG) and Adtalem Global Education (ATGE) have performed compared to their sector so far this year.
InterContinental Hotels Group PLC (IHG) Q3 2025 Sales Call Transcript
InterContinental Hotels Group PLC (NYSE:IHG ) Q3 2025 Sales Call October 23, 2025 4:30 AM EDT Company Participants Stuart Ford - Senior VP & Head of Investor Relations Michael Glover - CFO & Executive Director Elie Maalouf - CEO & Executive Director Conference Call Participants Jamie Rollo - Morgan Stanley, Research Division Leo Carrington - Citigroup Inc., Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Jarrod Castle - UBS Investment Bank, Research Division Alex Brignall - Rothschild & Co Redburn, Research Division Kate Xiao - BofA Securities, Research Division Andre Juillard - Deutsche Bank AG, Research Division Presentation Operator Hello, everyone, and welcome to today's IHG Third Quarter Trading Update Call. My name is Seb, and I'll be the operator for your call today.
InterContinental Hotels Group PLC (IHG) Presents At 2025 BofA Gaming, Lodging & Leisure Conference Transcript
InterContinental Hotels Group PLC (NYSE:IHG ) 2025 BofA Gaming, Lodging & Leisure Conference September 3, 2025 8:00 PM EDT Company Participants Elie Maalouf - CEO & Executive Director Conference Call Participants Muneeba Kayani - BofA Securities, Research Division Presentation Muneeba Kayani Director & Head of EMEA Transport Thank you, Sean, for that introduction. So as Sean said, I'm Muneeba Kayani.
InterContinental Hotels: U.S. Demand Concerns Leave Shares Reasonably Valued (Rating Upgrade)
Shares of InterContinental Hotels Group PLC have clocked in a fairly subdued return since my last piece in November, underperforming the broader market. Concerns surrounding demand in the important U.S. market may be to blame, with tariff fears contributing to a relatively muted RevPAR performance in Q2. On the flip side, system growth remains strong and RevPAR trends appear more resilient elsewhere. As a result, earnings have continued to grow at a strong double-digit rate.
InterContinental Hotels Group: Gains Can Still Be Accommodated
IHG demonstrates robust topline growth and margin expansion, driven by its asset-light, fee-based model and global diversification, despite macroeconomic headwinds. Strong free cash flow, prudent debt management, and a healthy balance sheet support dividend longevity and provide a solid liquidity buffer. Valuation metrics (P/E, P/S, P/FCF, DDM) indicate IHG is trading at a discount, offering reasonable upside potential from current levels.
InterContinental Hotels Group (IHG) Q2 2025 Earnings Q&A Transcript
InterContinental Hotels Group (NYSE:IHG ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 AM ET Company Participants Elie Wajih Maalouf - CEO & Executive Director Michael Glover - CFO & Executive Director Stuart Ford - Senior VP & Head of Investor Relations Conference Call Participants Alex Brignall - Redburn (Europe) Limited, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Jaafar Mestari - BNP Paribas Exane, Research Division Jamie David William Rollo - Morgan Stanley, Research Division Jarrod Castle - UBS Investment Bank, Research Division Leo Carrington - Citigroup Inc., Research Division Muneeba Kayani - BofA Securities, Research Division Richard J. Clarke - Sanford C.
InterContinental Hotels Group (IHG) Q2 2025 Earnings Summary Transcript
InterContinental Hotels Group (NYSE:IHG ) Q2 2025 Earnings Conference Call August 7, 2025 3:30 AM ET Company Participants Elie Wajih Maalouf - CEO & Executive Director Jolie Fleming - Executive VP and Chief Product & Technology Officer Michael Glover - CFO & Executive Director Stuart Ford - Senior VP & Head of Investor Relations Stuart Ford Hello, and welcome to IHG's 2025 Half Year Results Presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels and Resorts.
Intercontinental Hotels hikes interim dividend 10% as profits beat forecasts
Intercontinental Hotels Group PLC (LSE:IHG) hiked its interim dividend 10% as first-half profits came in well above forecasts, despite slowing revenue numbers in the second quarter. Pre-tax profit for the Holiday Inn and Crowne Plaza brand owner jumped 34% to $633 million in the first six months of 2025, comfortably ahead of analysts' estimates of $516.9 million, as revenue rose 6% to $1.2 billion amidst record hotel openings.
InterContinental Hotels: Light On Assets, Heavy On Returns
InterContinental Hotels Group's asset-light model delivers robust free cash flow, high margins, and strong shareholder yield through dividends and aggressive buybacks. FY 2025 outlook is positive: RevPAR and room growth in Americas and EMEAA drive revenue and cash flow, supporting a projected 6.5% shareholder yield. Current buybacks outpace free cash flow, gradually increasing debt, so high returns may not be sustainable beyond FY 2026 as leverage approaches management's target.
IHG CEO discusses how GDP and the middle class drive travel demand and growth
Summer travel demand is holding up as consumers keep booking despite economic uncertainty. Elie Maalouf, CEO of IHG Hotels & Resorts, joins Wealth to discuss growing travel demand and share why both luxury and everyday travel brands across the company's portfolio are seeing steady growth.
InterContinental Hotels: Attractive Growth At A Reasonable Price
IHG has outperformed the S&P 500 with a 179% total return over the past 5 years. The capital-light, franchise-driven model enables rapid expansion and significant shareholder returns, including $1B returned in 2024 and strong buybacks planned for 2025. IHG's growth outlook is robust, with mid-teens EPS CAGR expected, driven by RevPAR growth and a strong development pipeline.
InterContinental Hotels Group (IHG) Q1 2025 Earnings Call Transcript
InterContinental Hotels Group (NYSE:IHG ) Q1 2025 Results Conference Call May 8, 2025 4:00 AM ET Company Participants Stuart Ford - IR Elie Maalouf - Chief Executive Officer Michael Glover - Chief Financial Officer Conference Call Participants Jamie Rollo - Morgan Stanley Richard Clarke - Bernstein Jaina Mistry - Jefferies Alex Brignall - Redburn Atlantic Leo Carrington - Citi Estelle Weingrod - JPMorgan Jarrod Castle - UBS Jaafar Mestari - BNP Paribas Exane Andre Juillard - Deutsche Bank Stuart Ford Good morning, everyone, from me. And welcome to IHG Hotels & Resorts Conference Call covering the 2025 First Quarter Trading Update.
