HST Host Hotels & Resorts (HST) Q1 FY26 earnings call
Host Hotels & Resorts delivered a strong Q1 FY26, exceeding expectations with robust RevPAR growth and improved EBITDA margins, driven by resilient leisure demand and strategic portfolio investments. The company raised its full-year guidance, reflecting an optimistic outlook for the travel environment and continued focus on capital allocation through dividends and share repurchases. Management emphasized the value creation from its comprehensive renovation programs and disciplined approach to acquisitions and dispositions.
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HST operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Properties Comparable hotel portfolio | 74The operational results discussed today refer to our 74-hotel comparable hotel portfolio in 2026, which excludes the Don CeSar and Sheraton Parsippany.Source: earnings call transcript | 74The operational results discussed today refer to our 74 hotel comparable hotel portfolio in 2026, which excludes the Don CeSar and Sheraton Parsippany, which we sold in June.Source: earnings call transcript | 0% |
| Group room nights sold | 1.1MOur properties sold 1.1 million group room nights in the first quarter, and definite group room nights on the books for 2026 now stand at 3.5 million, with total group revenue pace up nearly 4% to the same time last year.Source: earnings call transcript | 1.1MOur properties sold 1.1 million group room nights in the second quarter and definite group room nights on the books for 2026, now stand at $3.8 million, with total group revenue pace up more than 5% to the same time last year.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.