Jun 2026 (Q2 FY26) — Aug 6, 2026
Host Hotels & Resorts Q2 FY26 — Strong Outperformance and Raised Outlook
Read the full callHost Hotels & Resorts earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,640 | +3.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 17.9 | +0.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 237 | +7.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $16.28 on 17 Oct 2025 → $24.19. High $25.54 (29 Jul 2026), low $16.02 (31 Oct 2025).
Overview
Call summaries
Host Hotels & Resorts Q2 FY26 — Strong Outperformance and Raised Outlook
Read the full callHost Hotels & Resorts Q1 FY26 — Strong RevPAR Growth and Capital Allocation
Read the full callEvery analysed call
Financials
Net profit, year on year: +7% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,319 | 1,428 | 1,594 | 1,586 | 1,331 | 1,603 | 1,645 | 1,640 |
| Expenses | 1,184 | 1,271 | 1,309 | 1,309 | 1,230 | 1,411 | 1,326 | 1,347 |
| Operating profit | 135 | 157 | 285 | 277 | 101 | 192 | 319 | 293 |
| Operating margin | 10.2% | 11.0% | 17.9% | 17.5% | 7.6% | 12.0% | 19.4% | 17.9% |
| Interest | 59 | 59 | 57 | 58 | 60 | 60 | 59 | 58 |
| Profit before tax | 90 | 103 | 250 | 252 | 172 | 144 | 518 | 259 |
| Tax rate | 6.7% | −5.8% | −0.4% | 10.7% | 5.2% | 4.9% | 3.3% | 7.0% |
| Net profit | 82 | 108 | 248 | 221 | 161 | 135 | 494 | 237 |
| EPS ($ per share) | 0.12 | — | 0.35 | 0.32 | 0.23 | — | 0.72 | 0.35 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Reserves | -610 | -307 | -1,180 | -1,192 | -939 | -839 | -777 | -670 |
| Total liabilities | 4,396 | 4,838 | 6,456 | 5,780 | 5,390 | 5,417 | 6,271 | 6,317 |
| Fixed assets | 9,760 | 9,671 | 9,416 | 9,994 | 9,748 | 9,624 | 10,906 | 10,636 |
| Total assets | 12,090 | 12,305 | 12,890 | 12,352 | 12,269 | 12,243 | 13,048 | 13,049 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,300 | 1,250 | -307 | 292 | 1,416 | 1,441 | 1,498 | 1,510 |
| Cash from investing | 100 | 58 | -195 | -1,158 | -618 | -183 | -2,040 | -507 |
| Cash from financing | -748 | -1,315 | 1,231 | -657 | -874 | -771 | -13 | -868 |
| Net cash flow | 647 | -6 | 726 | -1,523 | -79 | 489 | -565 | 139 |
| Capital expenditure | -1,499 | -336 | -343 | -293 | -307 | -195 | -260 | -282 |
| Free cash flow | -199 | 914 | -650 | -1 | 1,109 | 1,246 | 1,238 | 1,228 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Hotel Ownership | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +3.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | 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.
Q2 FY2026 · share of revenue
As HST cuts its regions in its filings; they can nest, so they need not add to 100%.
51 filings between Nov 25, 2025 and Aug 21, 2026.
Purchases
None
No insider bought shares.
Sales
$5.78M
10 sales by 3 insiders
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| TYRRELL NATHAN S | — | $3.51M | Aug 19, 2026 |
| LENTZ MICHAEL E | — | $2.19M | Aug 21, 2026 |
| RAKOWICH WALTER C | — | $78.0K | May 26, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 21, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Sale | 56,757 | $1.32M |
| Aug 21, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Gift | 4,300 | $0 |
| Aug 19, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 30,000 | $690.0K |
| Aug 19, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 33,882 | $787.8K |
| May 26, 2026 | RAKOWICH WALTER C Director | Sale | 3,408 | $78.0K |
| May 26, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 15,569 | $358.1K |
| May 20, 2026 | RAKOWICH WALTER C Director | Award | 8,520 | $0 |
| May 20, 2026 | BULLS HERMAN E Director | Award | 8,520 | $0 |
| May 14, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Tax withheld | 46 | $991 |
| May 8, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 58,579 | $1.29M |
| Feb 27, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Option exercise | 13,980 | $235.8K |
| Feb 27, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Sale | 12,673 | $252.8K |
| Feb 17, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Tax withheld | 27,181 | $543.9K |
| Feb 17, 2026 | Aslaksen Julie P EVP, General Counsel & Sec. | Award | 69,073 | $0 |
| Feb 17, 2026 | Aslaksen Julie P EVP, General Counsel & Sec. | Tax withheld | 31,153 | $623.4K |
| Feb 17, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Award | 113,029 | $0 |
| Feb 17, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Tax withheld | 55,441 | $1.11M |
| Feb 17, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Award | 69,073 | $0 |
| Feb 17, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Award | 11,930 | $0 |
| Feb 17, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Tax withheld | 5,946 | $119.0K |
| Feb 17, 2026 | RISOLEO JAMES F President and CEO | Award | 518,046 | $0 |
| Feb 17, 2026 | RISOLEO JAMES F President and CEO | Tax withheld | 216,803 | $4.34M |
| Feb 17, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Award | 125,585 | $0 |
| Feb 17, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Tax withheld | 62,919 | $1.26M |
| Feb 9, 2026 | Aslaksen Julie P EVP, General Counsel & Sec. | Tax withheld | 3,769 | $73.6K |
| Feb 9, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Tax withheld | 6,708 | $131.1K |
| Feb 9, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Tax withheld | 9,668 | $188.9K |
| Feb 9, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Tax withheld | 3,289 | $64.3K |
| Feb 9, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Tax withheld | 4,098 | $80.1K |
| Feb 9, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Tax withheld | 781 | $15.3K |
| Feb 9, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Tax withheld | 765 | $14.9K |
| Feb 9, 2026 | RISOLEO JAMES F President and CEO | Tax withheld | 26,228 | $512.5K |
| Feb 9, 2026 | RISOLEO JAMES F President and CEO | Tax withheld | 27,937 | $545.9K |
| Feb 9, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Tax withheld | 7,612 | $148.7K |
| Feb 9, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Tax withheld | 8,198 | $160.2K |
| Feb 5, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Tax withheld | 796 | $15.1K |
| Feb 5, 2026 | Aslaksen Julie P EVP, General Counsel & Sec. | Award | 33,550 | $0 |
| Feb 5, 2026 | Aslaksen Julie P EVP, General Counsel & Sec. | Tax withheld | 4,698 | $89.3K |
| Feb 5, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Award | 72,747 | $0 |
| Feb 5, 2026 | GHOSH SOURAV EVP, Chief Financial Officer | Tax withheld | 11,096 | $210.8K |
| Feb 5, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Award | 38,407 | $0 |
| Feb 5, 2026 | LENTZ MICHAEL E EVP, Development, D&C | Tax withheld | 4,777 | $90.8K |
| Feb 5, 2026 | OTTINGER JOSEPH SVP & Corp. Controller | Award | 4,857 | $0 |
| Feb 5, 2026 | RISOLEO JAMES F President and CEO | Award | 243,997 | $0 |
| Feb 5, 2026 | RISOLEO JAMES F President and CEO | Tax withheld | 30,904 | $587.2K |
| Feb 5, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Award | 58,740 | $0 |
| Feb 5, 2026 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Tax withheld | 9,200 | $174.8K |
| Dec 23, 2025 | BAGLIVO MARY Director | Gift | 5,400 | $0 |
| Dec 12, 2025 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 9,086 | $167.8K |
| Dec 11, 2025 | TYRRELL NATHAN S EVP, Ch. Investment Officer | Sale | 11,954 | $217.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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