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Xenia Hotels & Resorts (XHR)
NYSE:XHR
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.15Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call displays a predominantly positive operational narrative: solid RevPAR and total RevPAR growth driven by strong group demand and robust food & beverage performance, successful ramp of the Grand Hyatt Scottsdale, meaningful share repurchases, strong liquidity and measured capital investments. However, material risks remain — leverage at ~5.2x, wage and cost inflation driving expected margin pressure, several underperforming markets, and only modest adjusted EBITDA growth forecast for 2026 when certain one-time items are normalized. Overall, the positives (revenue growth, margin expansion in 2025, asset ramp, and shareholder returns) outweigh the negatives, but investors should monitor leverage reduction, expense trends, and market-specific performance.Company Guidance
Revenue and RevPAR Growth
Same-property RevPAR increased 4.5% in Q4 2025 and 3.9% for full year 2025; same-property total RevPAR rose 6.7% in Q4 and 8.0% for the full year. Strong group demand and outsized growth in food & beverage and other revenues were key drivers.
Food & Beverage and Ancillary Revenue Strength
Full-year food & beverage revenue grew 13.4% and other revenues increased 13.8% versus 2024; banquet and catering revenues rose ~17.2%, materially contributing to total RevPAR outperformance.
Solid Operating Profitability and Margin Improvement
Q4 same-property hotel EBITDA was $68.8M, up 16.3% year-over-year, with hotel EBITDA margin +214 bps. Full-year same-property hotel EBITDA was $274.3M, up 13.5% with margin improvement of 129 bps versus 2024.
Reported Adjusted Results Met or Exceeded Guidance
Full-year adjusted EBITDAre was $258.3M and adjusted FFO per share was $1.76 (both meeting or exceeding prior guidance); Q4 adjusted EBITDA was $63.6M and adjusted FFO per share was $0.45, at the top end of implied Q4 guidance.
Grand Hyatt Scottsdale: Successful Transformation and Ramp
Grand Hyatt Scottsdale RevPAR increased over 104% year-over-year and materially contributed to group and total RevPAR growth; management expects continued ramp and has underwritten ~$8M of incremental EBITDA contribution in 2026 from this asset.
Share Repurchases and Capital Return
Repurchased ~9.4M shares in 2025 at an average price of $12.87 (~$121M), including ~2.7M shares in Q4 at $13.56; share count down ~20% from 2020 to 2025 and Board authorized an additional $97.5M for buybacks.
Healthy Liquidity and Conservative Property-Level Debt
Available cash of $75M plus an undrawn $500M credit facility (total liquidity ~ $575M); 28 of 30 hotels are free of property-level debt, weighted average debt duration ~3.2 years, ~75% of debt fixed or hedged and weighted average interest rate 5.51%.
Clear 2026 Guidance and Positive Outlook
Initial 2026 guidance: same-property RevPAR growth range 1.5%–4.5% (midpoint 3.0%), total RevPAR growth midpoint 4.25%, and adjusted FFO per share guidance up ~7% at the midpoint to $1.89; management cites strong group base (37% of rooms revenue) and nearly 70% of 2026 group room nights already definite as of Jan 2026.
Targeted Capital Investment and Portfolio Improvements
Invested approximately $87M in 2025 (including $15.9M in Q4) across transformative renovations, infrastructure upgrades and select room refreshes; 2026 capex guidance $70M–$80M with limited expected disruption (~$1M EBITDA/FFO displacement).
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 |
|---|---|---|---|
Feb 24, 2026 | $15.92 | $15.70 | -1.38% |
Oct 31, 2025 | $12.74 | $12.30 | -3.45% |
Aug 01, 2025 | $12.58 | $12.36 | -1.81% |
May 02, 2025 | $10.61 | $11.20 | +5.64% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Xenia Hotels & Resorts (XHR) earnings time?
Xenia Hotels & Resorts (XHR) earnings time is at Apr 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 (Q1) is 0.17.