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InterContinental Hotels Group PLC (IHG) Q4 2025 Earnings Call Transcript

Seeking Alpha

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IHG reported Q4 2025 results with 1.5% RevPAR growth, citing geographic diversity and brand strength as key drivers during the February 17 earnings call. The company achieved 6.6% gross system growth and 4.7% net growth, fueled by record hotel openings and robust development activity in 2025. IHG signed 694 hotels totaling 102,000 rooms—a 9% year-over-year increase when excluding 2025’s Ruby acquisition and 2024’s NOVUM Hospitality deal. CEO Elie Maalouf and CFO Michael Glover presented results remotely, with Maalouf in the U.S. and Glover at Windsor HQ, coordinating a global Q&A session. Analysts from Bernstein, BNP Paribas, and Morgan Stanley participated, probing growth strategies and operational resilience in the post-pandemic hospitality recovery.

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SA Transcripts158.43K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call InterContinental Hotels Group PLC (IHG) Q4 2025 Earnings Call February 17, 2026 4:30 AM EST Company Participants Elie Maalouf - CEO & Executive DirectorMichael Glover - CFO & Executive Director Conference Call Participants Richard Clarke - Bernstein Institutional Services LLC, Research DivisionJaafar Mestari - BNP Paribas, Research DivisionJamie Rollo - Morgan Stanley, Research DivisionRicardo Benevides Freitas - Banco Santander, S.A., Research DivisionJaina Mistry - Barclays Bank PLC, Research DivisionAlex Brignall - Rothschild & Co Redburn, Research DivisionAndre Juillard - Deutsche Bank AG, Research DivisionKate Xiao - BofA Securities, Research Division Presentation Operator [Operator Instructions] And I will now hand over to Elie Maalouf to introduce the Q&A session. Elie MaaloufCEO & Executive Director Thank you, and welcome to this Q&A session. I'm Elie Maalouf, Chief Executive Officer of IHG Hotels & Resorts. Hopefully, you've all had a chance to watch the results presentation, which we made available at 7:00 U.K. time this morning, featuring myself and Michael Glover, our Chief Financial Officer. Michael and I are in different locations today. Michael is at our headquarters in Windsor and I am currently with our business in the U.S. So do bear with us as we coordinate sharing the questions. Before we open the line to take the first questions, I will briefly summarize our excellent performance in 2025. Our RevPAR grew by 1.5%, reflecting the breadth of our geographic footprint, the depth of our brands and the resilience of our operating model. We delivered gross system growth of 6.6% and net system growth of 4.7%, driven by outstanding development activity and record hotel openings. We signed over 102,000 rooms across 694 hotels, a 9% increase with over 2024 when excluding the Ruby acquisition in 2025 and the NOVUM Hospitality agreement in 2024. We expanded our fee margin by

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