earnings
confidence high
sentiment positive
materiality 0.75
Host Hotels Q1 net income $501M, RevPAR up 4.4%; raises 2026 RevPAR guidance to 3.0%-4.5%
HOST HOTELS & RESORTS, INC.
2026-Q1 EPS reported
$0.72
revenue$1,645,000,000
- Q1 revenues $1.645B (+3.2% YoY); net income $501M ($0.72 diluted EPS), up 99.6% on asset sales.
- Comparable hotel RevPAR $244.11 (+4.4% YoY) driven by leisure and group demand; Total RevPAR $418.20 (+4.6%).
- Board authorizes Q2 dividend of $0.92/share ($0.20 regular + $0.72 special), payable July 15 to holders of record June 30.
- Sold Four Seasons Orlando & Jackson Hole for $1.1B and St. Regis Houston for $51M in Q1; raised $500M taxable gain.
- Raised full-year 2026 comparable hotel RevPAR guidance to 3.0%-4.5% (prev. 2.0%-3.5%); Adjusted EBITDAre guidance raised ~$40M to mid-point.