Xenia Hotels & Resorts (XHR)
NYSE:XHR
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.56Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a decidedly positive operational and financial tone: strong quarter with robust RevPAR gains, broad-based demand strength across group and transient segments, margin expansion, raised full‑year EBITDA and FFO guidance, and solid liquidity. Challenges were noted—reduced expected lift from the World Cup and other special events, localized property disruptions (weather/comp outs), elevated energy costs, and leverage above target—but these headwinds appear manageable against the company’s demonstrated revenue momentum, expense discipline, and balance sheet flexibility.Company Guidance
Strong Profitability and Cash Flow Growth
Net income of $19.8 million; Adjusted EBITDAre of $81.4 million, up nearly 12% year-over-year; same-property hotel EBITDA of $87.8 million, up ~17.9%; adjusted FFO per share of $0.63, up 23.5% versus 2025.
Solid Top-Line Performance and RevPAR Gains
30-property same‑property RevPAR of $205.93, up 7.4% year-over-year; occupancy up 180 bps and ADR up 4.8% for the quarter; same-property total RevPAR of $370.13, up 7.2%.
Exceptional March Momentum
March RevPAR of $239.08, up 14.3% vs. March 2025, with occupancy up 540 bps and ADR up 6.5%, reflecting compressed demand (Easter timing) and strong transient performance.
Broad-Based Market Strength
RevPAR / total RevPAR increases in 15 of 22 markets; double-digit total RevPAR growth in markets including Phoenix/Scottsdale, Salt Lake City, Birmingham, Portland, Santa Clara, Santa Barbara, and Houston; group and transient room revenues each grew ~7% for the quarter.
Grand Hyatt Scottsdale Stabilization
Grand Hyatt Scottsdale delivered record revenues and hotel EBITDA, with property RevPAR up 46.2%; contributed materially to overall outperformance as it ramps after a transformative renovation.
Margin Expansion and Expense Discipline
Same-property hotel EBITDA margin expanded from 27.0% to 29.7% (+270 bps); revenue growth combined with disciplined expense management (rooms cost per occupied room up only 2.3%), F&B profit margin improved ~150 bps.
Raised Full-Year Guidance and Improved FFO Outlook
Full-year 2026 Adjusted EBITDAre guidance raised by $6 million to a $266 million midpoint; adjusted FFO per share guidance raised to $1.94 at midpoint (approximately +10% vs. 2025); AFFO per share increased by $0.06 to $1.94 at midpoint.
Healthy Balance Sheet and Liquidity
Approximately $1.4 billion outstanding debt (~75% fixed incl. hedges), weighted average interest rate 5.5%; net leverage ~4.8x trailing 12‑month net debt/EBITDA with long-term target <4x; cash >$100 million, $500 million undrawn credit line, total liquidity >$600 million; 28 of 30 hotels free of property-level debt.
Capital Projects Completed on Time and On Budget
Q1 CapEx of $15.2 million; completed M Club renovation at Marriott Dallas Downtown and Fairmont Pittsburgh guestroom renovation on budget and ahead of NFL Draft; W Nashville F&B reconcepting largely opened on time and within budget.
Improved Outlook on Margins and Cost Growth
Company now expects full-year margin expansion (vs. prior expectation of decline); cost per occupied room expected to grow mid-2% (below prior ~3% estimate).
XHR 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
XHR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2026 | $16.27 | $16.71 | +2.70% |
Feb 24, 2026 | $15.77 | $15.55 | -1.38% |
Oct 31, 2025 | $12.50 | $12.06 | -3.46% |
Aug 01, 2025 | $12.34 | $12.12 | -1.81% |
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 Xenia Hotels & Resorts (XHR) report earnings?
Xenia Hotels & Resorts (XHR) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Xenia Hotels & Resorts (XHR) earnings time?
Xenia Hotels & Resorts (XHR) earnings time is at Jul 30, 2026, Before Open (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 XHR EPS forecast?
XHR EPS forecast for the fiscal quarter 2026 (Q2) is 0.22.