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Host Hotels & Resorts (HST)
NASDAQ:HST
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple operational and financial wins: mid-single-digit RevPAR growth, EBITDA and FFO improvements, strong resort performance (notably Maui), successful high-multiple asset dispositions, substantial shareholder returns and a solid balance sheet. Offsetting items included margin pressure from prior-year one-offs, near-term EBITDA headwinds from recent dispositions and higher wage inflation, plus uneven group pacing in certain citywide markets. On balance, the positive operational momentum, strong capital allocation results and healthy liquidity materially outweigh the challenges.Company Guidance
Full-Year Financial Performance
Adjusted EBITDAre of $1,757 million, up 4.6% vs. 2024; adjusted FFO per share of $2.07, up 3.5% YoY.
RevPAR and Operational Gains
Full-year comparable hotel total RevPAR grew 4.2% and comparable hotel RevPAR grew 3.8% vs. 2024; Q4 comparable total RevPAR +5.4% and comp RevPAR +4.6%, driven by rate growth, leisure transient demand and higher out-of-room spending.
Portfolio Outperformance
Portfolio outperformed the upper-tier industry RevPAR growth by ~200 basis points for the year.
Strong Resort & Maui Recovery
Maui was a standout: Maui RevPAR +15% and TRevPAR +13% in the quarter; Maui contributed $111 million of EBITDA in 2025 and management expects ~ $120 million of EBITDA in 2026.
Ancillary Revenue Momentum
Q4 comparable F&B revenue +6%, outlet revenue +9%, other revenue +10% (including golf +14% and spa +6%); banquet/catering revenue +4% with banquet contribution per group room night +6%.
Capital Allocation & Asset Monetization
Sold Four Seasons Orlando and Jackson Hole for $1.1 billion at a 14.9x EBITDA multiple (11% unlevered IRR); recognized $237 million from Westin Cincinnati and Washington Marriott sale; since 2018 disposed ~$6.4 billion at a blended 16.7x EBITDA multiple vs $4.9 billion acquisitions at 13.6x.
Shareholder Returns
Returned nearly $860 million of capital in 2025 including repurchases of 13.1 million shares for $205 million (avg $15.68) and dividends: quarterly $0.20 + special $0.15; total declared dividends for 2025 $0.95 per share.
Balance Sheet & Liquidity Strength
Weighted average debt maturity 5.1 years, average interest rate 4.8%, no debt maturities in 2026; leverage ratio 2.6x; $2.4 billion total available liquidity including $1.5 billion credit facility availability.
Portfolio Reinvestment & ROI
Invested ~$644 million in 2025 on CapEx, resiliency and restoration; Hyatt Transformational Capital Program >75% complete and tracking on time/under budget; transformational renovations to date show an average RevPAR index share gain of 8.7 points (target was 3–5 points).
2026 Guidance
Full-year 2026 guidance: comparable hotel total RevPAR growth 2.5%–4%, comp RevPAR 2%–3.5%; adjusted EBITDAre midpoint $1,770 million (approx +1% YoY) and comp hotel EBITDA margin midpoint ~29.2% (flat to 2025).
HST Earnings History
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 |
|---|---|---|---|
Feb 18, 2026 | $20.26 | $20.07 | -0.94% |
Nov 05, 2025 | $16.21 | $17.32 | +6.85% |
Jul 30, 2025 | $15.94 | $15.54 | -2.54% |
Apr 30, 2025 | $13.78 | $14.18 | +2.91% |
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 May 06, 2026, After Close (Confirmed).
What is Host Hotels & Resorts (HST) earnings time?
Host Hotels & Resorts (HST) earnings time is at May 06, 2026, 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 2026 (Q1) is 0.32.