The earnings call highlighted several positive aspects, including strong adjusted EBITDA performance, significant market recovery in San Francisco, and effective expense management. However, challenges in the Los Angeles market, leisure pricing pressure, and macroeconomic uncertainties were noted. The overall sentiment is cautiously optimistic, with a strong outlook for 2026.

Company Guidance

During the Pebblebrook Hotel Trust's second quarter 2025 earnings call, Raymond Martz, Co-President and CFO, highlighted the company's financial performance and provided forward-looking guidance. Same-property hotel EBITDA for the quarter was $115.8 million, surpassing the midpoint by $1.8 million, despite a $2.2 million EBITDA headwind from Los Angeles. The portfolio's adjusted EBITDA reached $117 million, $6.5 million above the midpoint, and adjusted FFO per share was $0.65, exceeding expectations by $0.06. Same-property RevPAR increased by 1.3% year-over-year, with urban portfolio RevPAR improving by 1.7%. San Francisco led with a 15.2% RevPAR growth, driven by a 9-point occupancy rise. The company also reported a successful property insurance renewal, reducing premiums by 10%. Looking ahead, Pebblebrook anticipates challenges in the macroeconomic environment but remains optimistic about 2026, with group revenues expected to rise by 13.1% and total revenue pace up by 19%.

Strong Adjusted EBITDA Performance

Adjusted EBITDA was $117 million, $6.5 million above the midpoint of expectations, reflecting solid hotel EBITDA results and strong performance from Newport Harbor Island Resort and LaPlaya's insurance claims.

San Francisco Market Recovery

San Francisco led the portfolio with RevPAR climbing 15.2%, supported by a stronger convention calendar, robust growth in business group and transient demand, and increasing occupancy.

Redeveloped Properties Outperformance

Redeveloped properties like Newport Harbor Island Resort, Estancia, and Southernmost Resort in Key West gained market share and delivered meaningful growth, with Newport expected to generate over $15 million in EBITDA for 2025.

Expense Management Success

Same-property hotel expenses, excluding fixed costs, rose just 1.7% year-over-year, with energy costs down 2.1%, reflecting strong cost control and efficiency improvements.

Favorable Insurance Renewal

Property insurance renewal resulted in a 10% premium reduction and a 13% rate drop, lowering near-term expenses.

Positive Outlook for 2026

Group room nights up nearly 9%, ADR ahead by almost 4%, and group revenues up by 13.1% for 2026, indicating strong future performance.

Pebblebrook Hotel (PEB) 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 >

PEB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	>-0.01 / -	0.24	―	―	―
Jul 29, 2025	2025 (Q2)	0.06 / 0.06	0.16	-62.50% (-0.10)
May 01, 2025	2025 (Q1)	-0.38 / -0.37	-0.32	-15.62% (-0.05)
Feb 26, 2025	2024 (Q4)	-0.39 / -0.51	-0.37	-37.84% (-0.14)
Nov 07, 2024	2024 (Q3)	>-0.01 / 0.24	-0.57	142.11% (+0.81)
Jul 24, 2024	2024 (Q2)	0.08 / 0.16	0.24	-33.33% (-0.08)
Apr 23, 2024	2024 (Q1)	-0.45 / -0.32	-0.27	-18.52% (-0.05)
Feb 21, 2024	2023 (Q4)	-0.37 / -0.37	-0.34	-8.82% (-0.03)
Oct 26, 2023	2023 (Q3)	0.05 / -0.57	0.1	-670.00% (-0.67)	―
Jul 27, 2023	2023 (Q2)	0.20 / 0.24	0.12	100.00% (+0.12)	―

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

PEB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$10.54	$10.03	-4.84%
May 01, 2025	$9.13	$9.13	0.00%
Feb 26, 2025	$11.73	$12.24	+4.35%
Nov 07, 2024	$13.22	$12.91	-2.34%

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 Pebblebrook Hotel (PEB) report earnings?

Pebblebrook Hotel (PEB) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Pebblebrook Hotel (PEB) earnings time?

Pebblebrook Hotel (PEB) earnings time is at Oct 23, 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 PEB EPS forecast?

PEB EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

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