Host Hotels and Resorts (HST)

NASDAQ:HST

HST

Host Hotels & Resorts

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Host Hotels & Resorts (HST) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.33

Last Year’s EPS

0.32

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 13 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and financial momentum: solid Q1 results with mid-single-digit RevPAR growth, margin expansion, raised full-year guidance, active capital returns (share buybacks and a special dividend), and disciplined, value-creating portfolio reinvestment. Key risks noted include weather-related disruption (notably in Hawaii), concentrated and late-booking benefits from the World Cup, only modest improvement in business transient and group demand, meaningful ongoing capex, and limited acquisition opportunities due to high pricing. Overall, positives (outperformance, guidance raise, capital returns, strong balance sheet) outweigh the highlighted challenges.

Company Guidance

Host raised 2026 guidance: comparable hotel RevPAR growth to 3.0%–4.5% and comparable hotel total RevPAR to 3.5%–5.0% (midpoint 3.75%, a 100‑bp improvement), expects a ~40‑bp net benefit from special events (≈60‑bp World Cup lift less a 20‑bp 2025 inauguration headwind) plus ~35 bps from Maui, expects Q2 RevPAR similar to Q1 with April ≈+4.4% and H2 in the low single digits, projects comparable hotel EBITDA margins up 20–50 bps (midpoint comparable EBITDA margin 29.5%; Q1 comparable hotel EBITDA margin was 32.7%, +70 bps YoY), full‑year adjusted EBITDAre midpoint $1.810 billion (includes ~$28M from Don CeSar, ~$7M of business‑interruption proceeds and ~$20–25M net EBITDA from Four Seasons condo sales), Q1 adjusted EBITDAre was $543M (+5.6% YoY) and Q1 adjusted FFO/share $0.67 (+4.7%), 2026 capex guidance $545M–$655M (including ~$250M–$300M for redevelopment/repositioning, $20M–$30M for storm reconstruction, ~$5M remediation and ~$15M to complete Four Seasons condos), expect ~5% wage rate increases (≈50% of comparable hotel operating expenses), ~$19M of operating profit guarantees tied to transformational programs, available liquidity $3.4B (including $151M FF&E reserves and $1.5B revolver), paying the declared $0.20 quarterly and $0.72 special dividend will reduce liquidity by ~$770M and result in adjusted leverage of ~2.5x, and weighted‑average debt maturity is 4.9 years at a 4.8% rate.

Adjusted EBITDAre and FFO Growth

Adjusted EBITDAre of $543 million, up 5.6% year-over-year; adjusted FFO per share of $0.67, up 4.7% year-over-year.

RevPAR and Revenue Momentum

Comparable hotel total RevPAR +4.6% and comparable hotel RevPAR +4.4% versus Q1 2025, driven by rate growth and strong out-of-room spending.

Margin Expansion and Productivity

Comparable hotel EBITDA margin improved 70 basis points to 32.7% year-over-year; Q1 absolute wage and benefit growth only +4.5% (versus ~5% wage rate expectation) due to productivity gains.

Strong Market and Department Performance

San Francisco RevPAR +26% and EBITDA >70% growth in Q1; transient revenue +5.5% (resorts >9%); F&B revenue +5%, other revenue +6%, outlet revenue +8%, golf +9%, spa +4%, banquet & catering contribution growth notably high in several properties.

Capital Allocation and Shareholder Returns

Repurchased 4 million shares for $75 million in Q1 (avg $18.97); total repurchases since 2017 ~73.2 million shares (~$1.2 billion); Board authorized quarterly dividend $0.20 and a special dividend $0.72 (≈$500M taxable gain distribution).

Portfolio Reinvestment Success

Hyatt Transformational Capital Program >80% complete and tracking on time/under budget; Marriott program >25% complete and on time/budget; $2.1 billion invested across 34 hotels expected to contribute ~60% of hotel EBITDA in 2026; stabilized data on 21 hotels show average RevPAR index share gain ~9 points.

Improved 2026 Outlook

Raised 2026 comparable hotel RevPAR guidance to +3.0% to +4.5% (total RevPAR +3.5% to +5%); full-year adjusted EBITDAre midpoint increased to $1.810 billion (≈$40 million, >2% improvement vs prior midpoint).

Strong Balance Sheet and Liquidity

Weighted average debt maturity 4.9 years, weighted average interest rate 4.8%; $3.4 billion total available liquidity (including $1.5 billion revolver availability); adjusted leverage of 2.5x after planned dividend payout.

Host Hotels & Resorts (HST) 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

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HST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	0.33 / -	0.32	―	―	―
May 06, 2026	2026 (Q1)	0.36 / 0.72	0.35	105.71% (+0.37)
Feb 18, 2026	2025 (Q4)	0.19 / 0.20	0.15	33.33% (+0.05)
Nov 05, 2025	2025 (Q3)	0.05 / 0.23	0.12	91.67% (+0.11)
Jul 30, 2025	2025 (Q2)	0.22 / 0.32	0.34	-5.88% (-0.02)
Apr 30, 2025	2025 (Q1)	0.27 / 0.35	0.38	-7.89% (-0.03)
Feb 19, 2025	2024 (Q4)	0.13 / 0.15	0.19	-21.05% (-0.04)
Nov 06, 2024	2024 (Q3)	0.10 / 0.12	0.16	-25.00% (-0.04)
Jul 31, 2024	2024 (Q2)	0.31 / 0.34	0.29	17.24% (+0.05)
May 01, 2024	2024 (Q1)	0.30 / 0.38	0.4	-5.00% (-0.02)

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

HST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$21.68	$21.67	-0.05%
Feb 18, 2026	$20.05	$19.86	-0.94%
Nov 05, 2025	$15.73	$16.81	+6.85%
Jul 30, 2025	$15.47	$15.08	-2.54%

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 Host Hotels and Resorts (HST) report earnings?

Host Hotels and Resorts (HST) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).

What is Host Hotels and Resorts (HST) earnings time?

Host Hotels and Resorts (HST) earnings time is at Aug 05, 2026, 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 HST EPS forecast?

HST EPS forecast for the fiscal quarter 2026 (Q2) is 0.33.