NASDAQ$HST

Host Hotels & Resorts Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Host Hotels & Resorts Inc reported second quarter 2025 results with total revenues of $1.586 billion and net income of $225 million.

The company achieved an 8.2% increase in total revenues to $1.586 billion for the quarter ended June 30, 2025, driven by the 2024 acquisitions and higher room rates at comparable hotels. Operating profit declined to $277 million due to lower net gains on insurance settlements. Comparable hotel RevPAR rose 3.0% year-over-year amid strong transient demand.

  • Total revenues increased 8.2% year-over-year to $1.586 billion, supported by acquisitions and 3.7% higher comparable hotel room rates.
  • Net income attributable to Host Inc. was $221 million ($0.32 per diluted share), down from $239 million in Q2 2024.
  • Comparable hotel EBITDA margin declined 120 basis points to 31.0% due to reduced insurance gains and higher wage costs.
  • Full-year 2025 comparable hotel RevPAR growth guidance narrowed to 1.5%-2.5% reflecting softer group demand and economic uncertainty.

Headline financials

Total Revenue

$1.59B

Previous: $1.47B+8.2%
EPS (adj)

$0.32

Previous: $0.34-5.9%
Capital Expenditures

-$109M

Previous: -$643M+83.0%
Net Income

$221M

Previous: $239M-7.5%
Operating Income

$277M

Previous: $292M-5.1%
Cash & Equivalents

$490M

No prior period

Revenue & EPS history

Host Hotels · Revenue · Quarterly

$1.59B

Q2 2025+8.2%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Host Hotels · $1.59B total across 3 segments · Q2 2025

  • Rooms
    $949M
  • Food and beverage
    $478M
  • Other
    $159M

Forward guidance

Comparable hotel RevPAR expected to grow 1.5% to 2.5% for full year 2025 with continued margin pressure from wage inflation.

Tailwinds

  • Strong transient demand and rate growth at resorts
  • Below-average supply growth in key markets
  • Ongoing recovery in Maui

Headwinds

  • Softness in short-term group bookings
  • Headwinds from international inbound travel
  • Elevated wage and benefit cost inflation of ~6%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.7%

Avg return

30 days after

51%

36 / 71 earnings

Positive

+8.3%

Q1 2023

Best reaction

-9.9%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.2%-0.7%+13.7%
Q4 2025-0.5%-1.8%-8.2%
Q3 2025+6.7%+10.7%+6.5%
Q1 2025+2.9%+2.5%+9.7%
Q4 2024-1.9%-6.2%-14.0%
Q3 2024+2.0%+2.3%+6.5%
Q2 2024-5.9%-10.6%-0.6%
Q1 2024-2.2%-0.5%-4.9%
Q4 2023+5.1%+2.0%+6.1%
Q3 2023+5.3%+7.7%+14.5%
Q2 2023-8.6%-8.7%-14.0%
Q1 2023+8.3%+9.0%+10.1%
Q4 2022-6.4%-8.6%-17.2%
Q3 2022-9.9%-9.0%-1.5%
Q2 2022+2.2%+4.7%-0.2%
Q1 2022-0.7%-3.9%+3.4%
Q4 2021+3.1%+2.1%+1.7%
Q3 2021+3.2%+5.8%-11.1%
Q2 2021-4.1%+2.2%+4.5%
Q1 2021-3.0%-2.7%-3.5%
Q4 2020+6.9%+5.9%+13.8%
Q3 2020-4.0%+19.9%+37.5%
Q2 2020-2.2%-1.0%+6.1%
Q1 2020+5.0%-6.6%+33.0%
Q4 2019+2.0%-2.5%-36.9%
Q3 2019+1.8%+0.2%+3.4%
Q2 2019+0.1%+0.2%+0.7%
Q1 2019+1.9%+3.3%-5.9%
Q4 2018+5.6%+8.0%+2.7%
Q3 2018-2.3%-3.2%-0.6%
Q2 2018-5.0%-6.3%-1.7%
Q1 2018-0.5%+3.0%+12.2%
Q4 2017-2.1%-2.6%-7.8%
Q3 2017-0.5%+1.2%-0.3%
Q2 2017+1.3%+1.2%-4.0%
Q1 2017-6.2%-5.4%-6.1%
Q4 2016-3.5%-2.6%-3.4%
Q3 2016-2.8%+2.9%+16.3%
Q2 2016+3.5%+1.6%+3.9%
Q1 2016+1.2%
Q4 2015+3.2%
Q3 2015+4.6%
Q2 2015-5.1%
Q1 2015+0.2%
Q4 2014-7.5%
Q3 2014+1.2%
Q2 2014-4.2%
Q1 2014+0.1%
Q4 2013+3.1%
Q3 2013-0.8%
Q2 2013-0.5%
Q1 2013+0.2%
Q4 2012-0.8%
Q3 2012+0.1%
Q2 2012-5.7%
Q1 2012+1.6%
Q4 2011+1.3%
Q3 2011+4.3%
Q2 2011-0.6%
Q1 2011-4.1%
Q4 2010+1.8%
Q3 2010+2.0%
Q2 2010-1.3%
Q1 2010+0.7%
Q4 2007+0.2%
Q4 2009+0.2%
Q3 2009-2.3%
Q3 2008-2.3%
Q2 2008-3.9%
Q4 2008-3.9%
Q2 2009-3.9%

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