Xenia Hotels & Resorts (0XHR) AI Stock Analysis

Company Guidance

The company now expects 2026 same property RevPAR growth of 7.75% to 8.25% and same property total RevPAR growth of 7% to 7.5%, with RevPAR growth of 8% at the midpoint, total RevPAR growth of 7.25% at the midpoint, full year hotel EBITDA margin expansion of approximately 120 basis points, adjusted EBITDAre of $281 million at the midpoint, adjusted FFO per diluted share of between $2.08 and $2.14, $26 million of G&A expense, $1 million of income tax expense, adjusted FFO per share growth of about 20%, free cash flow growth of over 45% versus 2025, about $1.30 of free cash flow per share, and a free cash flow yield of over 6%; full year capital expenditures are expected to be between $70 million and $75 million, fourth quarter RevPAR growth is implied at roughly 7%, and October RevPAR growth was estimated at approximately 8%. For 2027, business transient demand is about 40% of room revenue mix, group demand about 35%, leisure demand about 25%, weighted supply growth is expected to be less than 80 basis points following approximately 1% growth in 2026, Grand Hyatt Scottsdale hotel EBITDA is expected to move from a low-$30 million EBITDA range in 2026 to the high-$30 million EBITDA range in 2027, and special events are expected to create a 50-basis-point RevPAR headwind and a $3 million EBITDA headwind compared to 2026; renovation EBITDA displacement is expected to be roughly $1 million, more in the first quarter.