Massive earnings miss. Atour Lifestyle Holdings (NASDAQ: ATAT) reported Q4 2025 GAAP EPS of $0.33, falling short of the $3.22 consensus estimate by 89.8%. The lodging operator’s results missed across all four analyst estimates, which ranged from $2.93 to $3.60. Net income came in at $495.1 million, while adjusted net income totaled $71 million, suggesting significant one-time items drove the headline figure. The 18-analyst consensus remains unanimously bullish with 5 Strong Buy and 13 Buy ratings and zero Hold or Sell recommendations, though this quarter’s 89.8% shortfall marks a sharp reversal from Q1 2025’s 1.5% beat.
Revenue matched, but context deteriorates. Q4 revenue of $2.79 billion matched the average analyst estimate of $2.79 billion, landing within the $2.74 billion to $2.89 billion range. Revenue climbed 33.8% year-over-year from RMB2,084million in Q4 2024, maintaining the double-digit growth trajectory seen across 2025. However, the dramatic EPS collapse—down 86.1% from $2.38 a year ago—signals severe margin compression or extraordinary charges that revenue growth couldn’t offset. Adjusted EBITDA of $61 million versus reported EBITDA of $100 million points to significant adjustments that warrant scrutiny on the earnings call.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.
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