RLJ Lodging Trust (RLJ) Form 8-K — Aug 6, 2026

$RLJForm 8-KItems 2.02, 9.01Filed Aug 6, 2026, 5:20 PM ET0001511337-26-000019Original filing

RLJ Lodging Trust reported second quarter 2026 results that exceeded expectations, with comparable RevPAR up 6.8% to $167.15, net income of $31.3 million (up 9.4%), and Adjusted FFO per diluted share of $0.52 (up 8.3%). Comparable Hotel EBITDA rose 7.1% to $119.5 million at a 31.3% margin, driven by accelerating business travel, robust urban leisure demand, and growth in out-of-room spend. Management raised full-year 2026 guidance, now calling for comparable RevPAR growth of 3.5% to 4.5%, Adjusted EBITDA of $336 million to $356 million, and Adjusted FFO per diluted share of $1.37 to $1.50.

Key figures

Eps: 0.16
Revenue: 382988000
Guidance: FY2026: Comparable RevPAR growth +3.5% to +4.5%; Comparable Hotel EBITDA $369M-$389M; Adjusted EBITDA $336M-$356M; Adjusted FFO per diluted share $1.37-$1.50; net interest expense $101.0M-$103.0M; renovation capex $80.0M-$90.0M; 151.5M diluted weighted average shares and units
Net Income: 31328000
Total Debt: 2695154000
Revenue Yoy: 5.5%
Total Assets: 5233686000
Cash Position: 937599000
Hotel Count: 91
Comparable ADR: $217.18, +4.9% YoY
Term Loan Draws: $494.0 million total ($344.0M under 2031 facility, $150.0M under 2033 facility)
Adjusted EBITDAQ2: $110.4 million, +6.1% YoY
Comparable Rev PAR: $167.15, +6.8% YoY
Hotel Disposition: $13.2 million (29.2x trailing Hotel EBITDA, Fremont, CA)
Post Repayment Debt: $2.2 billion, no maturities until 2029
Senior Notes Repaid: $500.0 million 3.75% Senior Notes due 2026 repaid July 1, 2026
Comparable Occupancy: 77.0%
Affo Per Diluted Share Q2: $0.52, +8.3% YoY
Comparable Hotel EBITDA: $119.5 million, +7.1% YoY
Post Repayment Liquidity: $1.0 billion
Quarterly Common Dividend: $0.15 per share
Series APreferred Dividend: $0.4875 per share
Comparable Hotel EBITDAMargin: 31.3%

Price after filing

1 day: -0.9%7 days: -11.9%30 days: -12.1%

Close on the filing date to close N calendar days later (from $12.43). Historical, not a forecast.

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