Inferra AI / Company / HST

Host Hotels & Resorts

HST · Real Estate

Last earnings Aug 5, 2026  ·  Next earnings Nov 4, 2026

Key results

GAAP net incomequarter

$225 million

GAAP net income was $225 million for the second quarter of 2025, reflecting a 7.0% decrease compared to the second quarter of 2024, and GAAP operating profit margin was 17.5%, a decline of 240 basis points compared to the second quarter of 2024

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Year-to-date GAAP net incomeytd

$476 million

Year-to-date GAAP net income was $476 million, a 7.4% decrease compared to 2024, and operating profit margin was 17.7%, a decline of 220 basis points compared to 2024, reflecting a decline of $68 million in net gains on insurance settlements.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Diluted EPSquarter

$ 0.32

(2) (3) (5) (5) NAREIT FFO 395 399 835 825 Adjustments to NAREIT FFO Non-cash stock-based compensation expense 5 5 11 11 Adjusted FFO $ 400 $ 404 $ 846 $ 836 For calculation on a per share basis 6 Diluted weighted average shares outstanding - EPS, NAREIT FFO and Adjusted FFO 693.9 705.9 696.7 705.8 Diluted earnings per common share $ 0.32 $ 0.34 $ 0.67 $ 0.72 NAREIT FFO per diluted share $ 0.57 $ 0.57 $ 1.20 $ 1.17 Adjusted FFO per diluted share $ 0.58 $ 0.57 $ 1.21 $ 1.19 ___________ (1-5) Refer to the corresponding footnote on the Reconciliation of Net Income to EBITDA, EBITDA re and Adjusted EBITDA re .

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

AI analysis

Q2 2025 · reported Jul 30, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Diluted EPS · Q2 2025
$ 0.32
EX-99 · Jul 30, 2025
GAAP net income · Q2 2025
$225M
EX-99 · Jul 30, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
GAAP net income$225 million——
Diluted EPS$ 0.32——

EX-99 · Jul 30, 2025

Guidance · company-stated

Direction: Raised

Company outlook

“Reports Results for the Second Quarter 2025 Quarterly Comparable Hotel Total RevPAR Growth of 4.2% and Comparable Hotel RevPAR Growth of 3.0% Raises Full Year Guidance, Reflecting Outperformance in the First Half of the Year Completed Sale of The Westin Cincinnati BETHESDA, Md July 30, 2025 Host Hotels Resorts, Inc.”

Company outlook

“Risoleo continued, As a result of our outperformance in the first half of the year, we are increasing our 2025 comparable hotel RevPAR growth guidance range to 1.5% to 2.5% and our comparable hotel Total RevPAR growth guidance range to 2.0% to 3.0% over 2024.”

Company outlook

“The guidance ranges for net income and Adjusted EBITDAre increased since prior quarter reflecting the higher room rates achieved in the first half of the year, successful renewal terms for insurance policies and the receipt of an additional $14 million of business interruption proceeds during the second and third quarters of 2025.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 4, 2026Verified from the company’s own announcement

Capital allocation

Capex$54M

During the second quarter, we also sold The Westin Cincinnati, repurchased $105 million of common stock and made additional progress on our portfolio reinvestments.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Host Hotels & Resorts Q2 2025 — GAAP net income was $225 million for the second quarter of 2025, reflecting a 7.0% decrease compared to the second quarter of 2024, and GAAP operating profit margin was 17.5%, a decline of 240 basis p…

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “Reports Results for the Second Quarter 2025 Quarterly Comparable Hotel Total RevPAR Growth of 4.2% and Comparable Hotel RevPAR Growth of 3.0% Raises Full Year Guidance, Reflecting Outperformance in the First Half of the Year Completed Sale of The Westin Cincinnati BETHESDA, Md July 30, 2025 Host Hotels Resorts, Inc.”

Company outlook: “Risoleo continued, As a result of our outperformance in the first half of the year, we are increasing our 2025 comparable hotel RevPAR growth guidance range to 1.5% to 2.5% and our comparable hotel Total RevPAR growth guidance range to 2.0% to 3.0% over 2024.”

Company outlook: “The guidance ranges for net income and Adjusted EBITDAre increased since prior quarter reflecting the higher room rates achieved in the first half of the year, successful renewal terms for insurance policies and the receipt of an additional $14 million of business interruption proceeds during the second and third quarters of 2025.”

Company outlook — Raised (“Raises”)
“Reports Results for the Second Quarter 2025 Quarterly Comparable Hotel Total RevPAR Growth of 4.2% and Comparable Hotel RevPAR Growth of 3.0% Raises Full Year Guidance, Reflecting Outperformance in the First Half of the Year Completed Sale of The Westin Cincinnati BETHESDA, Md July 30, 2025 Host Hotels Resorts, Inc.”

Company outlook — Raised (“increasing”)
“Risoleo continued, As a result of our outperformance in the first half of the year, we are increasing our 2025 comparable hotel RevPAR growth guidance range to 1.5% to 2.5% and our comparable hotel Total RevPAR growth guidance range to 2.0% to 3.0% over 2024.”

Company outlook — Raised (“increased”)
“The guidance ranges for net income and Adjusted EBITDAre increased since prior quarter reflecting the higher room rates achieved in the first half of the year, successful renewal terms for insurance policies and the receipt of an additional $14 million of business interruption proceeds during the second and third quarters of 2025.”

Classified from the release's primary full-year outlook statement.

Capital allocation

During the second quarter, we also sold The Westin Cincinnati, repurchased $105 million of common stock and made additional progress on our portfolio reinvestments.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

The hotel was expected to have capital expenditures needs of approximately $54 million in the near term and was subject to a ground lease.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Debt balance of $5.1 billion, with a weighted average maturity of 5.4 years, and a weighted average interest rate of 4.9%.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

The Company maintained its balanced maturity schedule by refinancing its maturing $500 million 4% Series E senior notes through the issuance of $500 million 5.7% Series M senior notes due 2032 in an underwritten public offering in May 2025.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Total available liquidity of approximately $2.3 billion, including furniture, fixtures and equipment escrow reserves of $279 million and $1.5 billion available under the revolver portion of the credit facility.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

SHARE REPURCHASES AND DIVIDENDS During the second quarter of 2025, the Company repurchased 6.7 million shares of common stock at an average price of $15.56 per share, exclusive of commissions, through its common share repurchase program for a total of $105 million.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Risks & headwinds

2025 OUTLOOK Comparable hotel RevPAR growth continued into the second quarter, however, macroeconomic uncertainty remains for the second half of the year.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially from those anticipated at the time the forward-looking statements are made.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Notes to Financial Information FORECASTS Our forecast of net income, earnings per diluted share, NAREIT and Adjusted FFO per diluted share, EBITDA, EBITDA re, Adjusted EBITDA re and comparable hotel results are forward-looking statements and are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors which may cause actual results and performance to differ materially from those expressed or implied by these forecasts.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Risks that may affect these assumptions and forecasts include the following potential changes in overall economic outlook make it inherently difficult to forecast the level of RevPAR the amount and timing of debt payments may change significantly based on market conditions, which will directly affect the level of interest expense and net income the amount and timing of transactions involving shares of our common stock may change based on market conditions and other risks and uncertainties associated with our business described herein and in our annual report on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K filed with the SEC.

SEC original ↗Host Hotels & Resorts — Earnings release (8-K exhibit)EX-99Jul 30, 2025

Legal Proceedings We are involved in various legal proceedings in the ordinary course of business regarding the operation of our hotels and Company matters.

SEC original ↗Host Hotels & Resorts — 10-Q Quarterly report10-QAug 7, 2026

To the extent not covered by insurance, these legal proceedings generally fall into the following broad categories: disputes involving hotel-level contracts, employment litigation, compliance with laws such as the Americans with Disabilities Act, tax disputes and other general matters.

SEC original ↗Host Hotels & Resorts — 10-Q Quarterly report10-QAug 7, 2026

Documents

Earnings deck slides

0 decks with slide view

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Host Hotels & Resorts — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

25 documents

Earnings releases

8 documents

Presentations

8 documents

Transcripts

0 documents

No transcripts for Host Hotels & Resorts are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Host Hotels & Resorts by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.