The earnings call presented a mix of positive achievements such as exceeding expectations, strong urban hotel performance, and successful conversions, alongside challenges like RevPAR decline, softer group demand, and a challenging outlook for the third quarter. The company demonstrated robust financial management and strategic initiatives, but faced headwinds in demand and rate sensitivity.

Company Guidance -

Q3 2025

During the RLJ Lodging Trust Second Quarter 2025 Earnings Call, the company provided a detailed guidance of several metrics and strategic initiatives. RevPAR, or revenue per available room, saw a decline of 2.1% primarily due to ongoing renovations and the closure of the Austin Convention Center, although excluding these factors, RevPAR showed a slight positive growth. The company gained 140 basis points in market share, with urban hotels outperforming the portfolio by 140 basis points. Notably, hotels in San Francisco CBD achieved 20% RevPAR growth. Leisure revenues increased by 5%, driven by events like the U.S. Open in Pittsburgh and Formula One in Miami. Group revenues faced challenges, but non-room revenues grew by 1.5%. The company maintained flat expense growth, limiting margin compression to 90 basis points. Additionally, four recent conversions in Nashville, New Orleans, Houston Medical Center, and the University of Pittsburgh collectively achieved a 26% RevPAR growth. The company executed $6 million in share repurchases and addressed near-term debt maturities, leaving them with nearly $1 billion in total liquidity. Looking forward, RLJ anticipates mixed fundamentals for the rest of 2025, with a stronger outlook for the fourth quarter due to favorable calendar shifts and improved group travel.

Exceeded Expectations in Second Quarter

Second-quarter results were ahead of expectations, showcasing the resiliency and benefits of a diversified portfolio and disciplined expense management.

Strong Urban Hotel Performance

Urban hotels outperformed the portfolio with significant RevPAR growth, notably 20% in San Francisco CBD and 13% in South Florida.

Successful Conversions

Seven completed conversions achieved 10% RevPAR growth, with specific mention of 26% growth in four recent conversions in Nashville, New Orleans, Houston Medical Center, and the University of Pittsburgh.

Leisure Revenue Growth

Leisure revenues grew by 5%, driven by special events like the U.S. Open, Formula One, and concerts, particularly benefiting urban leisure segments with 7% revenue growth.

Cost Containment Success

Achieved flat operating expense growth, limiting margin compression to 90 basis points due to aggressive cost mitigation efforts.

Strong Balance Sheet

Addressed near-term debt maturities, repaid revolver balance, and maintained nearly $1 billion in total liquidity with a robust balance sheet.

RLJ Lodging (RLJ) 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 >

RLJ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	>-0.01 / -	0.09	―	―	―
Aug 07, 2025	2025 (Q2)	0.11 / 0.15	0.2	-25.00% (-0.05)
May 05, 2025	2025 (Q1)	-0.05 / -0.02	-0.01	-100.00% (-0.01)
Feb 25, 2025	2024 (Q4)	-0.04 / -0.01	0.01	-200.00% (-0.02)
Nov 06, 2024	2024 (Q3)	>-0.01 / 0.09	0.06	50.00% (+0.03)
Aug 01, 2024	2024 (Q2)	0.14 / 0.20	0.22	-9.09% (-0.02)
May 01, 2024	2024 (Q1)	-0.01 / -0.01	0.03	-133.33% (-0.04)
Feb 26, 2024	2023 (Q4)	>-0.01 / 0.01	0	―
Nov 01, 2023	2023 (Q3)	0.04 / 0.06	0.07	-14.29% (-0.01)
Aug 03, 2023	2023 (Q2)	0.20 / 0.22	0.16	37.50% (+0.06)

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

RLJ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$7.37	$6.95	-5.70%
May 05, 2025	$7.11	$6.89	-3.09%
Feb 25, 2025	$8.83	$8.93	+1.13%
Nov 06, 2024	$8.85	$8.99	+1.58%

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 RLJ Lodging Trust (RLJ) report earnings?

RLJ Lodging Trust (RLJ) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is RLJ Lodging Trust (RLJ) earnings time?

RLJ Lodging Trust (RLJ) 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 RLJ EPS forecast?

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

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