Company Reports Q4 Revenue of $1.6B, Beating Expectations
Reports Q4 revenue $1.6B, consensus $1.54B. James Risoleo, president and CEO said, "Our strong fourth quarter and full year 2025 results underscore the success of our strategy and the quality of our portfolio. We delivered comparable hotel Total RevPAR growth of 5.4% over the fourth quarter of 2024, and full year growth of 4.2%, reflecting increased transient demand and improvements in food and beverage revenues and ancillary spending. Comparable hotel RevPAR increased 4.6% for the quarter and 3.8% for the full year due to higher rates across the portfolio."
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- Hotel and Resort Performance: Hotels and resorts have reported a 1% increase in shares, reaching $20.47 after recent results were announced.
- Market Outlook: The outlook for the sector appears positive following the release of these results.
Industry Overview: The hospitality sector is experiencing a significant shift, with hotels and resorts adapting to new consumer preferences and market trends.
Economic Impact: The financial performance of hotels and resorts is showing signs of recovery, although challenges remain due to fluctuating demand and operational costs.
Sustainability Focus: There is an increasing emphasis on sustainable practices within the industry, as businesses aim to reduce their environmental footprint and appeal to eco-conscious travelers.
Technological Advancements: The integration of technology in hospitality services is enhancing guest experiences, with innovations in booking systems, contactless check-ins, and personalized services.

Revenue Comparison: Hotels and resorts reported a revenue of USD 1,603 million in Q4, surpassing the estimate of USD 1,496 million by Ibes.
Market Performance: The strong performance indicates a positive trend in the hospitality sector, reflecting increased demand and consumer spending.
- Industry Overview: The report provides insights into the performance and trends of the hotels and resorts sector for the year 2025.
- Key Findings: It highlights significant metrics such as occupancy rates, revenue growth, and market challenges faced by the industry.
- Future Projections: The report outlines forecasts for the upcoming years, indicating potential growth areas and shifts in consumer preferences.
- Strategic Recommendations: It offers strategic advice for stakeholders to enhance competitiveness and adapt to changing market dynamics.
- Asset Sale Overview: Host Hotels & Resorts announced the sale of select Four Seasons assets for $1.1 billion, including the 444-room Four Seasons Resort in Orlando, Florida, and the 125-room Four Seasons Resort and Residences in Jackson Hole, Wyoming, showcasing the company's strategic vision in high-value asset disposals.
- Investment Return Rate: The transaction boasts an 11.0% unlevered internal rate of return (IRR), indicating that the company achieved asset appreciation without significant capital expenditures during its ownership, thereby enhancing its financial flexibility and market competitiveness.
- Financial Strategy: CEO James Risoleo stated that the proceeds will solidify the company's strong balance sheet, providing more options for pursuing high-return opportunities and returning capital to shareholders, demonstrating strategic flexibility in the market.
- Stock Price Reaction: In after-hours trading on Nasdaq, Host Hotels' shares rose 1.6% following a 1.3% increase during regular trading, closing at $20.26, reflecting positive market sentiment regarding the company's financial health.






