Host Hotels Q2 revenue beats estimates on strength in leisure, group travel business - HST News | RalliesHost Hotels Q2 revenue beats estimates on strength in leisure, group travel business
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HST• Outlook
- Company raises 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75%-5.25%
- Host Hotels sees 2026 GAAP revenues of $6.124 bln to $6.153 bln
- Company expects full-year operating profit and comparable hotel EBITDA margins to increase slightly vs 2025
Overview
- U.S. lodging REIT's Q2 revenue grew 3.4% yr/yr, beating analyst expectations
- Comparable hotel RevPAR rose 7.0%, driven by leisure and group demand, including FIFA World Cup
- Company raised full-year 2026 guidance for comparable hotel RevPAR and Total RevPAR growth
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|
| Q2 Revenue | Beat | $1.64 bln | $1.61 bln (12 Analysts) |
| Q2 EPS | | $0.35 | |
| Q2 Net Income | | $241 mln | |
| Q2 Adjusted FFO Per Share | | $0.63 | |
| Q2 Comparable hotel Total RevPAR | | $417.58 | |
| Q2 Operating profit margin | | 17.9% | |
Result Drivers
- - Co said higher average room rates across portfolio drove comparable hotel RevPAR growth
Room rate increases
Leisure and group demand - Co said broad-based strength in leisure transient and group business, including FIFA World Cup, supported revenue growthFood and beverage revenues - Co said increases in food and beverage revenues contributed to comparable hotel Total RevPAR growth•
