HST · Host Hotels & Resorts, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Host Hotels reported Q2 2026 comparable hotel RevPAR up 7.0% and Total RevPAR up 5.9%, with Adjusted EBITDA RE of $525 million (+5.8% YoY) and Adjusted FFO/share of $0.63 (+8.6%), driven by rate-led leisure strength and World Cup demand. The company raised its full-year 2026 comparable hotel RevPAR/Total RevPAR growth guidance to 4.75%–5.25% (from 3.0%–4.5% / 3.5%–5.0%) and lifted Adjusted EBITDA RE midpoint by $20M to $1.83B.
- + Q2 comparable hotel RevPAR grew 7.0% YoY with strong rate growth.
- + Adjusted EBITDA RE rose 5.8% YoY to $525M; Adjusted FFO/share up 8.6% to $0.63.
- + Comparable hotel EBITDA margin expanded 60 bps YoY to 31.9% on rate growth and lower fixed costs.
- + Raised full-year 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75%–5.25% (from 3.5%–5.0% / 3.0%–4.5%).
- + Full-year Adjusted EBITDA RE midpoint raised by $20M to $1,830M (a ~1% improvement).
- − Second-half rate growth is expected to normalize lower after outsized 1H rate gains.
- − Comparable hotel EBITDA margin lift now expected at 40–50 bps for full-year (reduced from prior commentary at the high end).
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDAre non-GAAP | $525M | Quarter ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP EBITDAre 519M
+6M Non-cash stock-based compensation expense
= Adjusted EBITDAre 525M
|
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| Adjusted FFO non-GAAP | $435M | Quarter ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP NAREIT FFO 429M
+6M Non-cash stock-based compensation expense
= Adjusted FFO 435M
|
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| Adjusted FFO per diluted share non-GAAP | $0.63 | Quarter ended June 30, 2026 filing | — |
| Average Occupancy Percentage | 74.9% | Quarter ended June 30, 2026 filing | — |
| Average Room Rate | $335.83 | Quarter ended June 30, 2026 filing | — |
| Change in comparable hotel RevPAR | 7% | Quarter ended June 30, 2026 filing | — |
| Change in comparable hotel Total RevPAR | 5.9% | Quarter ended June 30, 2026 filing | — |
| Comparable hotel EBITDA non-GAAP | $497M | Quarter ended June 30, 2026 filing | — |
| Comparable hotel EBITDA margin non-GAAP | 31.9% | Quarter ended June 30, 2026 filing | — |
| Comparable hotel food and beverage profit margin non-GAAP | 35.5% | Quarter ended June 30, 2026 filing | — |
| Comparable hotel revenues non-GAAP | $1.56B | Quarter ended June 30, 2026 filing | — |
| Comparable hotel RevPAR non-GAAP | $251.53 | Quarter ended June 30, 2026 filing | — |
| Comparable hotel Total RevPAR non-GAAP | $417.58 | Quarter ended June 30, 2026 filing | — |
| EBITDA non-GAAP | $506M | Quarter ended June 30, 2026 filing | — |
| EBITDAre non-GAAP | $519M | Quarter ended June 30, 2026 filing | — |
| NAREIT FFO non-GAAP | $429M | Quarter ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income attributable to Host Inc. 237M
+1M (Gain) loss on dispositions
+0M Tax on dispositions
+189M Depreciation and amortization
+4M Non-cash impairment expense
-7M Equity in earnings of affiliates
+8M Pro rata FFO of equity investments
-3M FFO adjustment for non-controlling interests of Host L.P.
= NAREIT FFO 429M
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| NAREIT FFO per diluted share non-GAAP | $0.62 | Quarter ended June 30, 2026 filing | — |
| Number of hotels | 74 | Quarter ended June 30, 2026 filing | — |
| Number of rooms | 40,974 | Quarter ended June 30, 2026 filing | — |
| Segment EBITDA non-GAAP | $515M | Quarter ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Hotel & Motel — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HST
this stock
Host Hotels & Resorts, Inc.
|
$15.36B | +26.6% | -0.8% | 15.0 | 6.0% |
|
RHP
Ryman Hospitality Properties, Inc.
|
$7.67B | +29.0% | +3.1% | 29.6 | 4.6% |
|
APLE
Apple Hospitality REIT, Inc.
|
$3.83B | +36.4% | +19.0% | 21.9 | 7.0% |
|
PK
Park Hotels & Resorts Inc.
|
$3.11B | +48.9% | +2.3% | — | 17.0% |
|
DRH
DiamondRock Hospitality Co
|
$2.50B | +39.2% | -0.8% | 16.8 | 6.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HST | +1.1% | +3.5% | +12.5% | +2.1% | +26.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.8% | +3.4% | +0.3% | +2.7% | +14.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.