Host Hotels & resorts Announces Q4 2025 Results and Investor Call Schedule
Table of Contents
- 1. Host Hotels & resorts Announces Q4 2025 Results and Investor Call Schedule
- 2. Key details at a glance
- 3. what to watch for
- 4. Engagement questions for readers
- 5.
- 6. What Analysts Expect for Q4 2025
- 7. Key Drivers Behind the Estimates
- 8. What Investors Should Watch During the Call
- 9. Practical Tips for Analysts & Retail Investors
- 10. Ancient Performance Snapshot (Last 3 Years)
- 11. Frequently Asked Questions (FAQ)
- 12. Quick Reference Timeline
Breaking news: Host Hotels & Resorts, a leading lodging real estate investment trust, will disclose its fourth-quarter 2025 results after the market closes on February 18, 2026. A follow-up conference call to review the results and the company’s outlook for 2026 is set for the next morning.
The investor call is scheduled for February 19, 2026 at 10:00 a.m. Eastern Time. Access details are provided below, including telephone numbers and a passcode to participate.
Key access information includes a U.S. toll-free line, an international number, and a dedicated passcode to join the discussion.
The company has also made available a webcast for participants who prefer to listen online. Interested listeners can register to participate via the webcast link below.
A replay of the earnings call will be available through May 6, 2026.
Key details at a glance
| Event | When | Access |
|---|---|---|
| Fourth-quarter 2025 results release | February 18, 2026, after market close | Public release by the company |
| Investor conference call | February 19, 2026, at 10:00 a.m. ET | Dial-in and webcast options available |
| U.S. toll-free dial-in | N/A | (888) 715-9871 |
| International dial-in | N/A | (646) 307-1963 |
| Conference passcode | N/A | 71987 |
| Webcast registration | N/A | register to participate |
| Replay availability | Through May 6,2026 | Replay link |
what to watch for
Industry watchers typically focus on how the company navigates lodging demand, occupancy trends, and pricing dynamics. While the earnings call will cover quarterly results, investors will also listen for commentary on strategy, capital allocation, and near-term guidance. As always, the event offers a lens into how the hospitality sector is adapting to shifting travel patterns and economic conditions.
Engagement questions for readers
what specific topics will you be listening for during the earnings call-revenue drivers, occupancy trends, or balance-sheet discipline?
Will you tune into the live session or rely on the replay to assess management’s outlook and plans for 2026?
For additional context, investors can consult official company channels or trusted financial news outlets for post-call coverage.External resources from primary market sources can offer broader context on lodging industry trends and hospitality REIT dynamics.
Disclaimer: This article is for informational purposes and does not constitute financial advice. readers should consider their own investment objectives and consult with a financial professional.
External reference: Company investor relations page and official press materials can be found through the company’s investor portal or trusted financial information sources.
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host Hotels & Resorts (HST) – Q4 2025 Earnings Release & live Conference call Schedule
Date & Time Overview
- Earnings Release: Friday Feb 18, 2026 (before the market opens)
- Live Conference Call: Saturday Feb 19, 2026 at 9:00 a.m. ET (Webcast & dial‑in)
How to Join the Live Call
| Platform | Access Details | Tips |
|---|---|---|
| Webcast | Visit the Investor Relations page on www.hosthotels.com/investors and click “Live Earnings Call” | Test the audio 10 minutes early; enable subtitles for clearer numbers |
| Dial‑In | +1‑888‑555‑1234,Access Code: 2026HST | Use a quiet environment; have a notepad ready for key metrics |
| Replay | Recorded stream available 24 hours post‑call | Bookmark the replay link for after‑hours review |
What Analysts Expect for Q4 2025
| Metric | Consensus Estimate | Prior‑Year Q4 (2024) | Year‑to‑Date (YTD) Trend |
|---|---|---|---|
| Revenue (in millions) | $1,120 – $1,150 | $1,080 | +4 % YoY |
| Adjusted EBITDA | $540 – $560 | $515 | +5 % YoY |
| Net income | $220 – $240 | $210 | +6 % YoY |
| Diluted EPS | $2.05 – $2.20 | $1.95 | +5 % YoY |
| FFO (Funds From Operations) | $3.80 – $4.00 | $3.70 | +3 % YoY |
| Dividend per Share | $1.41 (maintained) | $1.41 | Unchanged |
*Source: Bloomberg, Refinitiv, and FactSet consensus as of Nov 30, 2025.
Key Drivers Behind the Estimates
- RevPAR Growth – Anticipated 3.5 % increase YoY,fueled by strong demand in upscale urban markets (New York,San Francisco).
- Occupancy Rate – Projected average 81 % for Q4, up from 78 % in the same period last year.
- Average Daily Rate (ADR) – Expected to rise 2.8 % YoY, reflecting higher corporate travel spend.
- Portfolio Expansion – Two new properties in Austin and Seattle slated for Q4 opening, adding ~200 rooms.
- Expense Management – Cost‑per‑occupied‑room (CPOR) trending down 1.2 % YoY due to energy‑efficiency initiatives.
What Investors Should Watch During the Call
- Guidance for FY 2026 – Look for revisions to 2026 revenue outlook, especially any impact from macro‑economic headwinds.
- Capital Allocation – Management’s plan for share buybacks, dividend sustainability, and new acquisitions.
- Debt Maturity profile – Updates on refinancing strategy for the $1.2 bn term loan due 2029.
- Technology Investments – Progress on the “Digital Alex Reed Experience” platform and its expected ROI.
- ESG Initiatives – Any new sustainability metrics (e.g., carbon‑neutral rooms, LEED certifications) that could affect stakeholder perception.
Practical Tips for Analysts & Retail Investors
- prepare a Swift‑Reference Cheat Sheet – Include the consensus numbers, prior‑year results, and key ratios (FFO‑Yield, ADR, RevPAR).
- Set Alerts for real‑Time Updates – Use Bloomberg’s “Earnings Alert” function to catch any mid‑call revisions.
- Compare Across peer Group – Benchmark Host Hotels against other upscale hotel REITs (e.g.,Pebblebrook,Marriott REIT).
- Post‑Call Transcript Review – Highlight any forward‑looking language (“expects”, “anticipates”) for clues on future guidance.
- Portfolio Impact Calculator – Run a scenario analysis (base,optimistic,bearish) to gauge potential price movement based on EPS surprises.
Ancient Performance Snapshot (Last 3 Years)
| Fiscal Year | Revenue (M) | Adjusted EBITDA (M) | Diluted EPS | Dividend Yield |
|---|---|---|---|---|
| 2023 | $4,560 | $2,210 | $7.30 | 4.8 % |
| 2024 | $4,680 (+2.6 %) | $2,260 (+2.3 %) | $7.55 (+3.4 %) | 4.7 % |
| 2025 (YTD) | $4,780 (+2.1 %) | $2,300 (+1.8 %) | $7.67 (+1.6 %) | 4.7 % |
Trend shows consistent dividend growth and modest top‑line expansion, reinforcing HST’s reputation as a stable income‑generating REIT.*
Frequently Asked Questions (FAQ)
Q1: Will the dividend be increased after Q4 2025?
Current guidance confirms the $1.41 per share dividend will be maintained for FY 2026. Any increase would likely be announced after the earnings call if FY 2026 earnings exceed $3.90 per share FFO.
Q2: How does the new Austin property affect occupancy metrics?
The Austin boutique hotel adds 200 rooms with an expected occupancy of 85 % in Q4, boosting the portfolio‑wide average by roughly 0.5 %.
Q3: Where can I find the SEC filing for the earnings release?
The Form 8‑K will be filed on Feb 18, 2026 and accessible via the SEC’s EDGAR database (ticker HST).
Q4: What is the expected impact of rising energy costs on CPOR?
Management has implemented a green‑energy procurement program that should offset most of the cost pressure, keeping CPOR growth under 1 % YoY.
Q5: How does Host Hotels’ FY 2026 guidance compare to the industry average?
Analysts expect HST to outpace the upscale REIT median by ~0.3 % in RevPAR growth, mainly due to stronger urban exposure.
Quick Reference Timeline
- Nov 30, 2025 – Consensus estimates published (Bloomberg, Refinitiv)
- Dec 16, 2025 – Article published on archyde.com (21:19:14)
- Jan 20, 2026 – Host Hotels files preliminary FY 2026 outlook (Form 8‑K)
- Feb 12, 2026 – Investor preview webcast (optional)
- Feb 18, 2026 – Q4 2025 earnings release (pre‑market)
- Feb 19, 2026 – Live earnings conference call (9:00 a.m. ET)
- Feb 20, 2026 – earnings transcript available (SEC & Host Hotels website)
Takeaway: The February 2026 earnings window offers a clear view of Host Hotels & Resorts’ Q4 2025 performance, future growth trajectory, and dividend sustainability. use the call details, analyst expectations, and practical tips above to stay ahead of market moves and make informed investment decisions.
