The earnings call reflects a mix of positive outcomes, such as strong performance in urban hotels, effective cost management, and successful conversions, balanced against challenges like RevPAR decline, softer group demand, and macroeconomic uncertainties. While there is optimism about the long-term outlook, near-term uncertainties weigh on sentiment.

Company Guidance

During the RLJ Lodging Trust Second Quarter 2025 Earnings Call, the company provided several key metrics that highlight their financial and operational performance. RLJ achieved a 75.5% occupancy rate, with an average daily rate of $205, leading to a RevPAR of $155, which represented a 2.1% decline from the prior year. Despite a 1.6% drop in occupancy and a 0.5 percentage point decrease in ADR, the company's urban hotels outperformed the overall portfolio with notable RevPAR growth in South Florida and Northern California at 13% and 10.3%, respectively. The company reported a corporate adjusted EBITDA of $104 million and an adjusted FFO per diluted share of $0.48. Non-room revenues grew by 1.5%, driven by ROI initiatives, while hotel EBITDA margins stood at 31.1%. RLJ also reported that their 7 completed conversions achieved a 10% RevPAR growth, and their urban leisure segment saw a 7% revenue increase. The company repurchased 0.8 million shares for $6 million, maintaining a disciplined approach to capital allocation. Looking ahead, RLJ anticipates a challenging third quarter due to various factors, including a 200 basis point impact from renovations and the Austin Convention Center closure, while expecting stronger trends in the fourth quarter supported by favorable calendar shifts and improved group travel dynamics.

Urban Hotels Outperformance

Urban hotels achieved significant RevPAR growth, outperforming the overall portfolio by 140 basis points. Notably, San Francisco CBD hotels saw a 20% RevPAR increase.

Positive Results from Conversions

The seven completed conversions collectively achieved 10% RevPAR growth, validating the company's strategy in driving operational upside through its conversion pipeline.

Leisure Revenue Growth

Leisure revenues increased by 5%, driven by events such as the U.S. Open, Formula One, and World Cup games, with urban leisure segments achieving 7% revenue growth.

Cost Management Success

RLJ managed to keep operating expense growth flat through aggressive cost management, limiting margin compression to just 90 basis points.

Strong Balance Sheet

The company reinforced its balance sheet by addressing near-term maturities and paying down the remaining balance on its revolver, ending the quarter with nearly $1 billion in liquidity.

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)	-0.03 / -	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 -0.03.

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