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Mar 31
Host Hotels Q1 2025 Earnings Report
Host Hotels reported strong Q1 2025 results with robust performance in domestic markets and solid EBITDA growth.
Key Takeaways
Host Hotels delivered a solid Q1 2025, with $1.59B in revenue and $251M in net income. Comparable hotel EBITDA reached $504M, driven by strength in Miami, Phoenix, and Florida Gulf Coast. Adjusted EPS (FFO per share) was $0.64.
Generated $1.59B in total revenue with strong performance across domestic properties.
Reported net income of $251M and comparable hotel EBITDA of $504M.
Adjusted FFO per share came in at $0.64, reflecting solid operational efficiency.
Miami and Phoenix markets were top contributors to hotel-level profitability.
Host Hotels
Host Hotels
Host Hotels Revenue by Segment
Host Hotels Revenue by Geographic Location
Revenue by Segment
Room Revenue
CapyFin.comRevenue by Geographic Location
U.S. Operations Revenue
CapyFin.comIntl. Operations Revenue
CapyFin.com Forward Guidance
Host forecasts moderate RevPAR growth of 1.5% in 2025, driven by strong demand in leisure and resort destinations, while noting margin compression and economic uncertainty as key risks.
Positive Outlook
- RevPAR expected to grow 1.5% in 2025.
- Strong recovery expected at Maui properties.
- Stable interest coverage and leverage ratios.
- Healthy capital expenditure plan of $580M–$670M.
- No acquisitions or dispositions assumed, ensuring focus on existing portfolio.
Challenges Ahead
- Operating profit margins forecasted to decline 280 bps.
- EBITDA margins expected to compress by 130 bps.
- Business interruption risk remains for some properties.
- F&B margin deterioration expected.
- Uncertain timing for insurance settlement gains.