The earnings call presented a generally positive outlook with strong financial performance, particularly in Maui's recovery and successful asset dispositions. However, challenges such as a decline in group revenue and a drop in comparable hotel EBITDA margins were noted. Overall, the highlights outweigh the lowlights, and the company appears to be managing its challenges effectively.

Company Guidance -

Q3 2025

During the Host Hotels & Resorts Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance on various financial metrics. The second quarter saw an adjusted EBITDAre of $496 million, up 3.1% from the previous year, and an adjusted FFO per share of $0.58, a 1.8% increase. Comparable hotel total RevPAR rose by 4.2%, driven by stronger transient demand and higher ADR. Despite a 120 basis point decline in comparable hotel EBITDA margin to 31%, total RevPAR at Maui resorts surged by 19%, contributing significantly to the overall portfolio. The company raised its full-year expectations for the Don CeSar resort to $3 million from a previous negative $1 million. Host Hotels & Resorts also updated its 2025 guidance, projecting a comparable hotel RevPAR growth between 1.5% and 2.5% over 2024, with adjusted EBITDAre expected to reach $1.705 billion, an improvement over prior guidance. The company continues to focus on capital allocation, with capital expenditure guidance ranging from $590 million to $660 million, and has repurchased $205 million in stock year-to-date.

Strong Financial Performance

Adjusted EBITDAre for Q2 2025 was $496 million, a 3.1% increase from the prior year, and adjusted FFO per share increased by 1.8% to $0.58.

RevPAR Growth

Comparable hotel total RevPAR improved by 4.2% compared to Q2 2024, with transient revenue growing by 7%.

Maui's Recovery

Maui showed a 19% RevPAR growth, providing a 100 basis point benefit to portfolio RevPAR growth for the quarter, indicating a strong recovery.

Successful Asset Disposition

The Westin Cincinnati was sold for $60 million, contributing to a strategic portfolio optimization.

Capital Allocation Success

Repurchased 6.7 million shares of common stock for $105 million, demonstrating strong capital management.

Insurance Proceeds

Collected $9 million of business interruption proceeds related to Hurricanes Helene and Milton in Q2, with an additional $5 million in July.

Portfolio Reinvestment

Completed significant renovations and repositioning projects, including the Hyatt Transformational Capital Program, which is 50% complete.

Host Hotels & Resorts (HST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.03 / -	0.12	―	―	―
Jul 30, 2025	2025 (Q2)	0.22 / 0.32	0.34	-5.88% (-0.02)	―
Apr 30, 2025	2025 (Q1)	0.27 / 0.35	0.38	-7.89% (-0.03)
Feb 19, 2025	2024 (Q4)	0.13 / 0.15	0.19	-21.05% (-0.04)
Nov 06, 2024	2024 (Q3)	0.10 / 0.12	0.16	-25.00% (-0.04)
Jul 31, 2024	2024 (Q2)	0.31 / 0.34	0.29	17.24% (+0.05)
May 01, 2024	2024 (Q1)	0.30 / 0.38	0.4	-5.00% (-0.02)
Feb 21, 2024	2023 (Q4)	0.20 / 0.19	0.2	-5.00% (-0.01)
Nov 01, 2023	2023 (Q3)	0.11 / 0.16	0.16	0.00% (0.00)
Aug 02, 2023	2023 (Q2)	0.33 / 0.29	0.36	-19.44% (-0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$16.13	$15.72	-2.54%
Apr 30, 2025	$13.94	$14.34	+2.87%
Feb 19, 2025	$16.63	$16.32	-1.86%
Nov 06, 2024	$17.22	$17.23	+0.06%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Host Hotels & Resorts (HST) report earnings?

Host Hotels & Resorts (HST) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Host Hotels & Resorts (HST) earnings time?

Host Hotels & Resorts (HST) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HST EPS forecast?

HST EPS forecast for the fiscal quarter 2025 (Q3) is 0.03.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing