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Ryman (RHP)
NYSE:RHP
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.82Last Year’s EPS
1Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational execution, notable growth in the Entertainment segment, record holiday/ICE! performance, robust liquidity and a successful acquisition strategy, while noting measured, conservative guidance for 2026 driven by macro uncertainty, near-term seasonality and ongoing construction disruption. Overall, management portrayed confidence in long-term growth and substantial portfolio-driven upside, balanced against identifiable near-term risks.Company Guidance
Beating Guidance and Strong Financial Execution
Full year results came in above midpoints of guidance ranges; Entertainment segment and AFFO/AFFO per share finished above the high end of guidance. Fourth quarter outperformed expectations driven by holiday programming and downtown Nashville volumes.
Entertainment Segment Growth
Entertainment revenue grew nearly 12% year-over-year in Q4 and adjusted EBITDAre grew nearly 13%. Opry programming and Ryman strength produced record monthly revenue and adjusted EBITDAre for Opry 100 in October.
Holiday Programming & ICE! Performance
ICE! ticket sales increased more than 14% to a record 1.5 million tickets in the quarter; JW Hill Country ICE! achieved highest guest satisfaction for holiday attractions in the portfolio.
Hotels Showing Record and Share Gains
Same-store hospitality delivered highest total revenue and highest Q4 adjusted EBITDAre for the portfolio. Gaylord Palms and Gaylord Rockies delivered record top- and bottom-line performance in 2025; trailing 12-month same-store RevPAR index vs. Marriott comp set at all-time highs (Q4 RevPAR index 143%; full year 127%).
Strong Group Booking Momentum
Booked more than 1.2 million gross group room nights for all future years in Q4; same-store group rooms revenue on the books for 2026 up ~6% and for 2027 up ~5%; December 2025 bookings showed ADR on the books up >10% vs. December 2024.
Strategic Acquisitions and Portfolio Investment
Acquired JW Marriott Desert Ridge (adds a top-10 meetings market and rotational capability); multiyear refresh at Gaylord Opryland ~40% complete on carpeting and nearly halfway through 100,000 sq ft meeting space expansion; Foundry Fieldhouse opening in April; Category 10 and amphitheater expansion underway (CCNB win, Vegas and Orlando Category 10s).
Strong Liquidity and Improved Credit Profile
Unrestricted cash of $471 million and undrawn revolver; total available liquidity nearly $1.3 billion (pro forma ~ $1.4 billion after revolver upsized to $850M). Fitch upgraded corporate family rating to BB from BB-, lowering term loan margin by 25 bps.
Capital Allocation and Shareholder Return
Declared Q1 dividend of $1.20 per share payable April 15, 2026; company intends to continue paying 100% of REIT taxable income through dividends. 2026 CapEx plan of $350M–$450M focused on hospitality investments.
Operational Wins and Sales Execution
Same-store banquet and AV revenues up nearly 5% in Q4 despite lower corporate volumes; banquet & AV contribution per group room night (proxy for catering spend) increased >10% year-over-year. Sales manufactured ~22,000 multiyear room nights via rotational JW relationships.
RHP 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
RHP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $103.11 | $102.82 | -0.28% |
Nov 03, 2025 | $88.75 | $90.23 | +1.67% |
Aug 04, 2025 | $91.88 | $92.58 | +0.75% |
May 01, 2025 | $86.00 | $91.36 | +6.23% |
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 Ryman (RHP) report earnings?
Ryman (RHP) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Ryman (RHP) earnings time?
Ryman (RHP) earnings time is at May 06, 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 RHP EPS forecast?
RHP EPS forecast for the fiscal quarter 2026 (Q1) is 0.82.