Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-11-05
Follow changes in expectations, incoming evidence and the wider market environment.
Next-FY EPS estimate change · 30 days
6.55 → 6.48 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IHG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
A structured thesis has not been published for this company.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|
Stored thesis · Date unavailable. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Review the published break conditions above; missing evidence is not proof of success.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IHG is a growth-sensitive hotel business with moderate risk and a neutral sector backdrop. Its current long-term thesis state is insufficient because there is not enough recent financial-performance history to judge the direction of the business.
The valuation label recently changed from none to full, though the valuation model has high confidence. The evidence does not say exactly what expectations are reflected in the valuation, and no fragility signals were triggered.
The evidence is too thin to establish a multi-year fundamental trajectory. Near term, the estimated miss risk is low, but the snapshot notes that IHG and industry peers have missed lately and that IHG had a deep miss in its recent history.
The near-term setup partly depends on whether hotel-sector bellwethers MAR, HLT, and H keep beating earnings and raising guidance, or instead start missing and guiding lower. A material slowdown in GDP growth from 2.1% to below 2% is another risk because the sector is more growth-sensitive than the average stock.
For the next 1 to 3 years, the thesis remains unclear: limited recent performance evidence makes execution hard to assess, and the valuation is labeled full. The main signals to watch are peer results, GDP growth, and clearer company performance history. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
$6.47 → $6.48 · observed estimates
$5.88B → $5.91B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.47 | $5,877,227,705 | 6 / 4 |
| 2026-07-25 | $6.47 | $5,877,227,705 | 6 / 4 |
| 2026-07-26 | $6.47 | $5,877,227,705 | 6 / 4 |
| 2026-07-27 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-07-28 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-07-29 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-07-30 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-07-31 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-01 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-02 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-03 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-04 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-05 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-06 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-07 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-08 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-09 | $6.78 | $2,770,478,830 | 4 / 5 |
| 2026-08-10 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-12 | $6.50 | $2,770,121,860 | 3 / 5 |
| 2026-08-13 | $6.50 | $2,770,121,860 | 3 / 5 |
| 2026-08-14 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-15 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-16 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-17 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-18 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-19 | $6.47 | $5,873,327,705 | 6 / 4 |
| 2026-08-20 | $6.53 | $5,862,767,634 | 6 / 4 |
| 2026-08-21 | $6.53 | $5,862,767,634 | 6 / 4 |
| 2026-08-22 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-23 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-24 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-25 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-26 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-27 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-28 | $6.51 | $5,859,238,588 | 6 / 4 |
| 2026-08-29 | $6.53 | $5,864,767,634 | 6 / 4 |
| 2026-08-30 | $6.53 | $5,864,767,634 | 6 / 4 |
| 2026-08-31 | $6.53 | $5,864,767,634 | 6 / 4 |
| 2026-09-01 | $6.53 | $5,864,767,634 | 6 / 4 |
| 2026-09-02 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-03 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-04 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-05 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-06 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-07 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-08 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-09 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-10 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-11 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-12 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-13 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-14 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-15 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-16 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-17 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-18 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-19 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-20 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-21 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-22 | $6.55 | $5,868,863,515 | 6 / 4 |
| 2026-09-23 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-24 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-25 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-26 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-27 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-28 | $6.55 | $5,871,975,340 | 6 / 4 |
| 2026-09-29 | $6.56 | $5,871,796,277 | 6 / 4 |
| 2026-09-30 | $6.56 | $5,871,796,277 | 6 / 4 |
| 2026-10-01 | $6.56 | $5,871,796,277 | 6 / 4 |
| 2026-10-02 | $6.56 | $5,872,141,859 | 6 / 4 |
| 2026-10-03 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-04 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-05 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-06 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-07 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-08 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-09 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-10 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-11 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-12 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-13 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-14 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-15 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-16 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-17 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-18 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-19 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-20 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-21 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-22 | $6.55 | $5,883,674,417 | 6 / 4 |
| 2026-10-23 | $6.53 | $5,880,770,929 | 6 / 4 |
| 2026-10-24 | $6.51 | $5,902,755,200 | 6 / 4 |
| 2026-10-25 | $6.51 | $5,902,755,200 | 6 / 4 |
| 2026-10-26 | $6.50 | $5,902,693,700 | 6 / 4 |
| 2026-10-27 | $6.50 | $5,902,693,700 | 6 / 4 |
| 2026-10-28 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-10-29 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-10-30 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-10-31 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-11-01 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-11-02 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-11-03 | $6.48 | $5,912,798,271 | 6 / 4 |
| 2026-11-04 | $6.48 | $5,912,779,596 | 6 / 4 |
| 2026-11-05 | $6.48 | $5,912,779,596 | 6 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 1 Hold · 4 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
A structured thesis has not been published. The available analyst evidence alone does not establish the investment case.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.