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Marriott International MAR Loyalty program — Deferred revenue recognized

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Other financials

Income statement

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Revenue$6.7B+6.2%
Operating income$1.2B-0.6%
Net income$766.0M+0.4%
EPS (diluted)$2.90+4.3%

Balance sheet

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Cash & equivalents$468.0M-14.3%
Total debt$18.7B+10.6%
Total equity-$4.1B-29.2%
Total assets$27.9B+4.5%

Cash flow

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Operating cash flow$858.0M+32.6%
CapEx$130.0M-3.7%
Free cash flow$728.0M+42.2%

Valuation

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Market cap$94.22B+32.1%
Enterprise value$112.48B+28.0%
P/E36.4×+7.5×

Profitability

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Operating margin16%+0.9pp
Net margin9.7%0.0pp
FCF margin10.6%+3.3pp

Returns & leverage

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Return on equity286.4%+138pp
Debt / equity87×+80.5×
Current ratio0.5×0.0×

Where this comes from

Reported directly by Marriott International in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The source filing: Marriott International’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 8:52 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001048286-26-000014

Our current and noncurrent liability for guest loyalty program increased by $206 million, to $8,198 million at March 31, 2026, from $7,992 million at December 31, 2025, primarily reflecting points earned by members. The increase was partially offset by $870 million of revenue recognized in the 2026 first quarter, that was deferred as of December 31, 2025.

Item 1. Financial Statements

FAQ

What is Marriott International's loyalty program — deferred revenue recognized?
Marriott International (MAR) reported loyalty program — deferred revenue recognized of $870M in Q1 2026.
How has Marriott International's loyalty program — deferred revenue recognized changed year-over-year?
Marriott International's loyalty program — deferred revenue recognized increased by 3.2% year-over-year, from $843M to $870M.
What is the long-term trend for Marriott International's loyalty program — deferred revenue recognized?
Over 4 years (2021 to 2025), Marriott International's loyalty program — deferred revenue recognized has grown at a 12.6% compound annual growth rate (CAGR), from $1.97B to $3.16B.
What does loyalty program — deferred revenue recognized mean?
The amount of revenue previously recorded as a liability that has been recognized in the income statement during the period as loyalty obligations were fulfilled. This represents the actual realization of value from the loyalty program.

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