HOST HOTELS & RESORTS, INC. (HST) Form 8-K — Nov 4, 2026
Host Hotels & Resorts delivered a strong third quarter 2026, with comparable hotel RevPAR up 8.8% to $219.50 and Adjusted FFO per diluted share up 11.4% to $0.39, driven by rate growth and broad-based leisure, group, and business transient demand. GAAP net income fell 56.4% to $71 million, but this was driven by lower gains on asset sales rather than operations — operating profit margin actually improved 140 bps to 9.0%. The company raised full-year 2026 guidance, now expecting comparable hotel RevPAR growth of ~6.75% and Adjusted EBITDAre of ~$1,865 million, both above prior guidance.
Key figures
- Eps
- 0.1
- Revenue
- 1347000000
- Guidance
- Full year 2026: net income ~$978M, Adjusted EBITDAre ~$1,865M, diluted EPS ~$1.40, comparable hotel RevPAR growth ~6.75%, comparable hotel Total RevPAR growth ~6.0% — all raised versus prior guidance
- Net Income
- 71000000
- Total Debt
- 5084000000
- Revenue Yoy
- 1.2%
- Total Assets
- 12753000000
- Cash Position
- 1492000000
- Shares Outstanding
- 685100000
- Available liquidity
- ~$3.1 billion
- Adjusted ebitdare q3
- $347 million (+8.8% YoY)
- Credit facility size
- $2.5 billion
- Q3 dividend per share
- $0.20
- Comparable hotel revpar
- $219.50 (+8.8% YoY)
- Weighted avg interest rate
- 4.8%
- Nareit ffo per diluted share
- $0.38 (+11.8% YoY)
- Comparable hotel total revpar
- $348.19 (+7.3% YoY)
- Adjusted ffo per diluted share
- $0.39 (+11.4% YoY)
- Comparable hotel ebitda margin
- 25.2% (+90 bps)
- Weighted avg maturity post recast
- 5.2 years
- Acquisition 1 hotel brooklyn bridge
- $202 million
- Acquisition renaissance dallas plano
- $172 million
AI analysis
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