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Dec 31, 2025
Xenia Q4 2025 Earnings Report
Xenia Hotels & Resorts reported a strong fourth quarter in 2025, marked by significant growth in Adjusted EBITDAre and Same-Property RevPAR, driven by robust group and transient demand.
Key Takeaways
Xenia delivered a strong finish to 2025, with Q4 Net Income of $6.1 million and Adjusted EBITDAre growing 7.5% year-over-year. The company benefited from the successful ramp-up of the Grand Hyatt Scottsdale and strong performance across its San Diego and Orlando portfolios. Despite a portfolio reduction through the sale of Fairmont Dallas earlier in the year, the company achieved a 15.4% increase in Adjusted FFO per diluted share in the fourth quarter.
Same-Property RevPAR increased 4.5% in Q4 2025, supported by a 130 basis point increase in occupancy and a 2.5% rise in ADR.
Adjusted FFO per diluted share grew to $0.45 in Q4, a 15.4% increase compared to the prior year period.
The company aggressively repurchased 9.35 million shares throughout 2025 for $120.4 million, demonstrating a commitment to returning capital.
Initial 2026 guidance projects RevPAR growth between 1.5% and 4.5%, with early Q1 2026 results showing a 4.6% increase through mid-February.
Revenue by Segment
Forward Guidance
Xenia provides a positive outlook for 2026, expecting continued lodging demand resilience despite broader economic uncertainty.
Positive Outlook
- Projected Same-Property RevPAR growth of 1.5% to 4.5%.
- Expected Adjusted FFO per Diluted Share of $1.78 to $1.99.
- Strength in group business and recovery in corporate transient demand.
- Early Q1 2026 RevPAR growth of approximately 4.6% through February 19th.
- New food & beverage concepts at W Nashville expected to contribute positively.
Challenges Ahead
- Macroeconomic uncertainty and limited visibility in forecasting.
- Renovation disruption expected to negatively impact Adjusted EBITDAre by $1 million.
- Interest expense projected at approximately $78 million.
- Significant capital expenditures planned ($70M to $80M) causing temporary disruptions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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