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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Host Hotels & Resorts (HST) is 7/10.
Host Hotels & Resorts opened 2026 ahead of expectations, with adjusted FFO per share of $0.67 (up 4.7%) and adjusted EBITDAre of $543 million (up 5.6%). Comparable hotel RevPAR rose 4.4% and total RevPAR 4.6%, driven by rate growth, resilient high-end leisure demand, and out-of-room spending, while comparable hotel EBITDA margin expanded 70 basis points to 32.7% on productivity gains. Standout results came from San Francisco, which posted 26% RevPAR growth and over 70% EBITDA growth on the Super Bowl and an AI-led office recovery, partially offset by roughly 120 basis points of weather drag across the portfolio. Management raised full-year guidance, lifting the 2026 adjusted EBITDAre midpoint to $1,810 million and comparable hotel RevPAR growth to a 3%-4.5% range, and returned capital through a $75 million buyback plus a $0.20 regular and $0.72 special dividend funded by the Four Seasons sale gain.
Scored from Host Hotels & Resorts’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.43B | +7.9% | $0.15 | -21.1% | 11.0% | 7.6% | $158M |
| FY2025 Q1 | $1.59B | +8.4% | $0.35 | -7.9% | 17.9% | 15.6% | $159M |
| FY2025 Q2 | $1.59B | +8.2% | $0.32 | -5.9% | 17.5% | 13.9% | $292M |
| FY2025 Q3 | $1.33B | +0.9% | $0.23 | +91.7% | 7.6% | 12.1% | $62M |
| FY2025 Q4 | $1.60B | +12.3% | $0.19 | +26.7% | 12.0% | 8.4% | $349M |
| FY2026 Q1 | $1.65B | +3.2% | $0.72 | +105.7% | 19.0% | 30.0% | $220M |
| FY2026 Q2 | $1.64B | +3.4% | $0.35 | +9.4% | 15.8% | 14.5% | — |