Host Hotels & Resorts reported its third‑quarter 2025 results, delivering a diluted earnings per share of $0.23 versus the consensus estimate of $0.11 and an adjusted funds‑from‑operations per share of $0.35 against a $0.33 estimate, a beat of $0.12 and $0.02 respectively.
Revenue climbed to $1.33 billion, slightly exceeding the $1.31 billion consensus, driven by robust performance in the company’s luxury and upper‑upscale portfolio, particularly in Maui, while a modest decline in group demand tempered growth.
Comparable hotel total RevPAR rose 0.8% year‑over‑year and comparable hotel RevPAR increased 0.2%, reflecting higher room rates and strong transient leisure demand; margin compression was largely due to rising wage and benefit costs.
Management lifted its full‑year comparable hotel RevPAR growth guidance to 3.0% from the prior 1.5‑2.5% range, signaling confidence in the recovery of key markets and the continued strength of the luxury segment.
The quarter also saw the sale of the Washington Marriott at Metro Center for $177 million, generating a $122 million gain, part of the company’s disciplined portfolio optimization strategy.
Host completed the second phase of its Marriott Transformational Capital Program, investing in renovations at four properties to enhance long‑term performance.
Moody’s upgraded Host’s credit rating to Baa2 with a stable outlook, reflecting solid operating performance and low leverage.
Investors reacted positively to the earnings release, citing the EPS beat, revenue upside, and raised guidance as evidence of strong operational execution and confidence in the company’s strategic focus on high‑margin assets.
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