DiamondRock Q4 Revenue $274.5M Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy DRH?
Reports Q4 revenue $274.5M, consensus $273.38M. CEO Jeffrey Donnelly said, "A stronger than anticipated re-acceleration in transient demand and out-of-room spend following the end of the federal government shutdown, combined with our disciplined approach to right-sized property level and corporate costs, enabled the company to exceed the high end of our 2025 guidance for comparable total RevPAR growth, adjusted EBITDA, and adjusted FFO per share...While the political and economic backdrop warrants a degree of caution as we assess 2026, several distinct factors do support DiamondRock being constructive on the year including a holiday calendar that favors extended gatherings, our key markets hosting the majority of FIFA World Cup matches, America 250 celebrations, and post renovation tailwinds. Our free cash flow per share, defined as Adjusted FFO less total capital expenditures per share, surpassed 22% growth since 2023. We expect to build on this progress once again in 2026."
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Analyst Views on DRH
Wall Street analysts forecast DRH stock price to fall
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 10.410
Low
9.00
Averages
10.28
High
12.00
Current: 10.410
Low
9.00
Averages
10.28
High
12.00
About DRH
DiamondRock Hospitality Company is a self-advised real estate investment trust (REIT). The Company owns a portfolio of geographically diversified hotels concentrated in leisure destinations and gateway markets. Its hotels are owned by subsidiaries of its operating partnership, DiamondRock Hospitality Limited Partnership. Its primary business is to acquire, own, renovate and asset manage hotel properties in the United States. The Company's hotel properties include Chico Hot Springs Resort, Lake Austin Spa Resort, Kimpton Shorebreak Fort Lauderdale Beach Resort, Tranquility Bay, Bourbon Orleans Hotel, Henderson Beach Resort, Henderson Park Inn, Cavallo Point, Kimpton Palomar Phoenix, L'auberge De Sedona, Orchards Inn, Westin San Diego, and Havana Cabana, among others. It owns over 36 hotels and resorts with approximately 9,600 rooms. The Company has positioned its portfolio to be operated both under global brand families as well as independent boutique hotels in the lifestyle segment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
DiamondRock Wins 2026 Leader in the Light Award for Transparency
- Transparency Award: DiamondRock Hospitality Company has been honored with the 2026 Leader in the Light Award from Nareit in the Transparency category, marking the 20th year of this award, which recognizes leadership in responsible business practices and the company's positive impact within the REIT industry.
- GRESB Perfect Score: The company achieved a perfect score in GRESB's Public Disclosure Assessment for 2025, ranking first among its hotel peers in the Americas, further solidifying its leadership in environmental, social, and governance (ESG) practices.
- CEO's Commitment: CEO Jeffrey J. Donnelly stated that this recognition reflects the company's commitment to disciplined reporting and strong governance, emphasizing that transparency is foundational to maintaining investor confidence and ensuring long-term operational sustainability.
- Diverse Hotel Portfolio: DiamondRock currently owns 35 premium hotels and resorts with approximately 9,600 rooms, strategically positioning its portfolio to operate under leading global brands as well as independent boutique hotels, enhancing its competitiveness in leisure destinations and key gateway markets.
See More
DiamondRock Hospitality to Report Q1 2026 Financial Results
- Earnings Release Schedule: DiamondRock Hospitality Company is set to report its Q1 2026 financial results after market close on April 30, 2026, highlighting its performance within a diversified hotel portfolio.
- Conference Call Timing: The company will hold a conference call on May 1, 2026, at 9:00 a.m. Eastern Time to discuss financial results and business outlook, which is expected to attract attention from investors and analysts.
- Participation Details: Interested individuals are required to register in advance to obtain dial-in and webcast details, ensuring smooth participation in this significant financial communication.
- Company Overview: DiamondRock Hospitality Company is a self-advised REIT that currently owns 35 premium hotels and resorts with approximately 9,600 rooms, strategically positioned in leisure destinations and top gateway markets.
See More
DiamondRock Hospitality to Report Q1 2026 Financial Results
- Earnings Report Schedule: DiamondRock Hospitality Company will release its Q1 2026 financial results after market close on April 30, 2026, providing essential financial data and business outlook to help investors assess the company's performance.
- Conference Call Timing: The company will hold a conference call on May 1, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 financial results and future outlook, enhancing communication and transparency with investors.
- Participation Method: Interested individuals are required to register via the provided link to obtain dial-in and webcast details, ensuring participants can smoothly access the meeting and enhancing information accessibility.
- Replay Availability: A replay of the call will be available two hours after the live session, allowing investors who could not attend in real-time to review the meeting content, further promoting information dissemination and investor understanding.
See More
Updated Quant Ratings for Small-Cap Real Estate Firms Post Earnings
- Quant Rating Overview: As the earnings season concludes, investors are focusing on updated quant ratings that reflect how companies rank across key factors such as valuation, growth, profitability, and momentum, aiding in informed investment decisions.
- Top-Rated Companies: DiamondRock Hospitality (DRH) boasts a quant rating of 4.81, classified as Strong Buy, indicating a significant strengthening of its fundamentals and increased investor confidence; Getty Realty (GTY) and EPR Properties (EPR) follow closely with ratings of 4.71 and 4.68, respectively, both also Strong Buy, showcasing their competitive edge in the market.
- Lowest-Rated Companies: Fermi (FRMI) has a dismal quant rating of 1.00, categorized as Strong Sell, highlighting its weak fundamentals and potential risks; SL Green Realty (SLG) and Douglas Emmett (DEI) have ratings of 1.16 and 1.38, respectively, also in the Strong Sell range, reflecting a lack of market confidence in these firms.
- Market Impact Analysis: The fluctuations in these quant ratings not only influence investor buying and selling decisions but may also directly affect the stock prices of the respective companies, particularly in the small-cap real estate sector where rating changes can lead to significant shifts in capital flows.
See More
DiamondRock Hospitality Company Q4 2025 Earnings Call Highlights
- Record FFO per Share: DiamondRock achieved a record FFO per share of $1.08 in Q4 2025, outperforming the peer average by over 1,300 basis points, indicating strong performance and profitability in the lodging sector.
- Capital Expenditure Plan: Management announced a five-year capital expenditure plan equating to 7% to 9% of total revenues, lower than the peer average of 10% to 11%, aiming to optimize investment returns and enhance shareholder value.
- 2026 Outlook: The company expects FFO per share to range between $1.09 and $1.16 in 2026, with RevPAR growth projected at 1% to 3%, reflecting confidence in future market conditions and robust growth expectations.
- Dividends and Cash Flow: Quarterly dividends for 2026 are anticipated at $0.09 per share, with a projected 4% increase in free cash flow compared to 2025, showcasing ongoing efforts in capital management and shareholder returns.
See More
DiamondRock (DRH) Q4 2025 Earnings Call Transcript
See More
DiamondRock Wins 2026 Leader in the Light Award for Transparency
- Transparency Award: DiamondRock Hospitality Company has been honored with the 2026 Leader in the Light Award from Nareit in the Transparency category, marking the 20th year of this award, which recognizes leadership in responsible business practices and the company's positive impact within the REIT industry.
- GRESB Perfect Score: The company achieved a perfect score in GRESB's Public Disclosure Assessment for 2025, ranking first among its hotel peers in the Americas, further solidifying its leadership in environmental, social, and governance (ESG) practices.
- CEO's Commitment: CEO Jeffrey J. Donnelly stated that this recognition reflects the company's commitment to disciplined reporting and strong governance, emphasizing that transparency is foundational to maintaining investor confidence and ensuring long-term operational sustainability.
- Diverse Hotel Portfolio: DiamondRock currently owns 35 premium hotels and resorts with approximately 9,600 rooms, strategically positioning its portfolio to operate under leading global brands as well as independent boutique hotels, enhancing its competitiveness in leisure destinations and key gateway markets.
See More
DiamondRock Hospitality to Report Q1 2026 Financial Results
- Earnings Release Schedule: DiamondRock Hospitality Company is set to report its Q1 2026 financial results after market close on April 30, 2026, highlighting its performance within a diversified hotel portfolio.
- Conference Call Timing: The company will hold a conference call on May 1, 2026, at 9:00 a.m. Eastern Time to discuss financial results and business outlook, which is expected to attract attention from investors and analysts.
- Participation Details: Interested individuals are required to register in advance to obtain dial-in and webcast details, ensuring smooth participation in this significant financial communication.
- Company Overview: DiamondRock Hospitality Company is a self-advised REIT that currently owns 35 premium hotels and resorts with approximately 9,600 rooms, strategically positioned in leisure destinations and top gateway markets.
See More
DiamondRock Hospitality to Report Q1 2026 Financial Results
- Earnings Report Schedule: DiamondRock Hospitality Company will release its Q1 2026 financial results after market close on April 30, 2026, providing essential financial data and business outlook to help investors assess the company's performance.
- Conference Call Timing: The company will hold a conference call on May 1, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 financial results and future outlook, enhancing communication and transparency with investors.
- Participation Method: Interested individuals are required to register via the provided link to obtain dial-in and webcast details, ensuring participants can smoothly access the meeting and enhancing information accessibility.
- Replay Availability: A replay of the call will be available two hours after the live session, allowing investors who could not attend in real-time to review the meeting content, further promoting information dissemination and investor understanding.
See More
Updated Quant Ratings for Small-Cap Real Estate Firms Post Earnings
- Quant Rating Overview: As the earnings season concludes, investors are focusing on updated quant ratings that reflect how companies rank across key factors such as valuation, growth, profitability, and momentum, aiding in informed investment decisions.
- Top-Rated Companies: DiamondRock Hospitality (DRH) boasts a quant rating of 4.81, classified as Strong Buy, indicating a significant strengthening of its fundamentals and increased investor confidence; Getty Realty (GTY) and EPR Properties (EPR) follow closely with ratings of 4.71 and 4.68, respectively, both also Strong Buy, showcasing their competitive edge in the market.
- Lowest-Rated Companies: Fermi (FRMI) has a dismal quant rating of 1.00, categorized as Strong Sell, highlighting its weak fundamentals and potential risks; SL Green Realty (SLG) and Douglas Emmett (DEI) have ratings of 1.16 and 1.38, respectively, also in the Strong Sell range, reflecting a lack of market confidence in these firms.
- Market Impact Analysis: The fluctuations in these quant ratings not only influence investor buying and selling decisions but may also directly affect the stock prices of the respective companies, particularly in the small-cap real estate sector where rating changes can lead to significant shifts in capital flows.
See More
DiamondRock Hospitality Company Q4 2025 Earnings Call Highlights
- Record FFO per Share: DiamondRock achieved a record FFO per share of $1.08 in Q4 2025, outperforming the peer average by over 1,300 basis points, indicating strong performance and profitability in the lodging sector.
- Capital Expenditure Plan: Management announced a five-year capital expenditure plan equating to 7% to 9% of total revenues, lower than the peer average of 10% to 11%, aiming to optimize investment returns and enhance shareholder value.
- 2026 Outlook: The company expects FFO per share to range between $1.09 and $1.16 in 2026, with RevPAR growth projected at 1% to 3%, reflecting confidence in future market conditions and robust growth expectations.
- Dividends and Cash Flow: Quarterly dividends for 2026 are anticipated at $0.09 per share, with a projected 4% increase in free cash flow compared to 2025, showcasing ongoing efforts in capital management and shareholder returns.
See More
DiamondRock (DRH) Q4 2025 Earnings Call Transcript
See More
