RLJ Reports Q4 Revenue of $328.6M, Beating Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy RLJ?
Reports Q4 revenue $328.6M, consensus $317.95M. "We achieved solid fourth quarter results that came in ahead of our outlook despite a choppy operating environment that was further constrained by a protracted government shutdown, driven by the outperformance of our urban markets, the successful ramp of our completed conversions, robust non-room revenue growth, and benefits from our disciplined cost management efforts. These results capped a productive year for RLJ in which we advanced a number of our strategic initiatives," commented Leslie D. Hale, President and Chief Executive Officer. "As we look ahead to 2026, we are cautiously optimistic given the positive setup for the broader economy and building blocks in place which should support lodging fundamentals. Against this backdrop, we believe our favorable footprint positions us to capture benefits from unique catalysts including the FIFA World Cup and America's 250th Anniversary celebrations in addition to the continued momentum of business and leisure demand in Urban markets, as well as the ongoing ramp from our recent conversions and renovations. Even as geopolitical uncertainty remains, these tailwinds, combined with our recently fortified balance sheet, give us confidence in our ability to unlock embedded value and enhance shareholder returns."
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Analyst Views on RLJ
Wall Street analysts forecast RLJ stock price to rise
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 7.330
Low
6.00
Averages
8.25
High
11.00
Current: 7.330
Low
6.00
Averages
8.25
High
11.00
About RLJ
RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust that owns approximately 95 premium-branded, rooms-oriented, urban-centric hotels. The Company's brand affiliations include Marriott, which includes Courtyard, Residence Inn, Marriott, Fairfield Inn & Suites, Renaissance, SpringHill Suites, AC Hotel, Moxy and Tribute Portfolio; Hilton, which includes Embassy Suites, Hilton Garden Inn, DoubleTree/DoubleTree Suites by Hilton, Hampton Inn/Hampton Inn & Suites, Curio Collection, Homewood Suites, Hilton and Tapestry Collection; Hyatt, which includes Hyatt House, Hyatt Place and Hyatt Centric, and Wyndham. Its hotel properties include Embassy Suites Birmingham, Embassy Suites Phoenix - Biltmore, Courtyard San Francisco, Embassy Suites Milpitas Silicon Valley, Hilton Garden Inn Los Angeles Hollywood, Hilton Garden Inn San Francisco Oakland Bay Bridge, Fairfield Inn & Suites Key West, Hyatt Centric The Woodlands, and Residence Inn Atlanta Midtown Historic.
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.
RLJ Lodging Trust Schedules Q1 Earnings Release
- Earnings Release Schedule: RLJ Lodging Trust will report its financial results for the first quarter ended March 31, 2026, before the market opens on May 4, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call at 11:00 AM (Eastern Time) on the same day, with a recommendation for investors to dial in approximately 10 minutes early, ensuring timely access to key information.
- Replay Service: A replay of the conference call will be available from 3:00 PM (Eastern Time) on May 4, 2026, until midnight on May 18, 2026, allowing investors who cannot attend live to access financial insights.
- Webcast Availability: The call will also be available via live webcast on the company's website, enhancing information accessibility and reflecting the company's efforts in digital communication.
See More
RLJ Lodging Trust Declares Quarterly Dividend of $0.15
- Quarterly Dividend Announcement: RLJ Lodging Trust has declared a quarterly dividend of $0.15 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Yield Performance: The forward yield of 7.95% offers a relatively high return in the current market environment, potentially enhancing investor confidence in this REIT.
- Financial Performance Beats Expectations: RLJ reported a funds from operations (FFO) of $0.32, exceeding expectations by $0.05, with revenue of $328.6 million surpassing forecasts by $10.65 million, demonstrating the company's ongoing competitiveness and profitability.
- Future Growth Targets: RLJ Lodging Trust targets a RevPAR growth of 0.5% to 3% for 2026, reflecting strong momentum in urban markets and flexible capital allocation strategies, suggesting significant growth potential ahead.
See More
RLJ Lodging Trust Declares Quarterly Cash Dividends
- Quarterly Cash Dividend: RLJ Lodging Trust has declared a cash dividend of $0.15 per common share, payable on April 15, 2026, reflecting the company's ongoing cash flow and commitment to shareholder returns.
- Preferred Share Dividend: The company also announced a cash dividend of $0.4875 on its Series A Preferred Shares, scheduled for payment on April 30, 2026, which enhances its attractiveness to preferred shareholders.
- Record Date for Shareholders: Both dividends require shareholders to be on record by March 31, 2026, which helps stabilize the shareholder base and boost investor confidence.
- Company Overview: RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust focused on premium-branded, high-margin hotels, indicating its competitive position and growth potential in the market.
See More
RLJ Lodging Trust Reports Strong Q4 2025 Earnings Amid Challenges
- Performance Exceeds Expectations: RLJ Lodging Trust reported a 68.7% occupancy rate and $137 RevPAR in Q4 2025, demonstrating strong urban market performance and a 7.2% increase in non-room revenue, which contributed to a total revenue growth of 0.2% despite challenges from the government shutdown.
- Asset Sales and Capital Returns: The company successfully sold three properties for $73.7 million at a 17.7x multiple and repurchased 3.3 million shares for $28.6 million, enhancing shareholder returns and financial flexibility while addressing near-term debt maturities.
- Optimistic Future Outlook: Management provided guidance for 2026, projecting comparable RevPAR growth between 0.5% and 3%, with Hotel EBITDA expected between $344 million and $374 million, reflecting confidence in urban market demand and major events like the World Cup driving growth.
- Cost Management and Risks: While management maintains an optimistic outlook, they acknowledged potential risks from geopolitical uncertainties and a choppy operating environment, with expenses expected to grow by about 3%, which could impact future profitability.
See More
RLJ Lodging Trust Q4 Earnings Exceed Expectations
- Strong Financial Performance: RLJ Lodging Trust reported a Q4 FFO of $0.32, beating expectations by $0.05, which reflects effective financial management and boosts investor confidence.
- Slight Revenue Decline: The company generated $328.6 million in revenue for Q4, a 0.4% year-over-year decrease, yet it surpassed expectations by $10.65 million, indicating resilience amid market challenges.
- Positive Future Outlook: RLJ anticipates a comparable RevPAR growth of 0.5% to 3.0% for FY 2026, with comparable hotel EBITDA projected between $344 million and $374 million, reflecting optimism about market recovery.
- Adjusted Earnings Forecast: The adjusted FFO per diluted share for FY 2026 is expected to range from $1.21 to $1.41, indicating ongoing improvements in profitability that may attract more investor interest.
See More
RLJ Lodging Trust Reports Strong 2025 Financial Results
- Fourth Quarter Performance: RLJ Lodging Trust reported total revenues of $328.6 million for Q4 2025, a slight decline of 0.4% year-over-year, yet non-room revenues surged by 7.2%, indicating strong performance in urban markets and effective cost management despite a government shutdown.
- Significant Net Income Decline: The company recorded a net income of $549,000 in Q4, down 90.9% year-over-year, with an annual net income of $28.6 million, reflecting challenges in the market environment and high fixed costs impacting profitability.
- Shareholder Return Initiatives: In 2025, RLJ repurchased 3.3 million shares for approximately $28.6 million, demonstrating confidence in future growth, while the Board declared a quarterly cash dividend of $0.15 per share, enhancing shareholder returns.
- Optimistic 2026 Outlook: The company anticipates comparable RevPAR growth of 0.5% to 3.0% and expects comparable hotel EBITDA to range from $344 million to $374 million, indicating potential benefits from ongoing demand momentum during the upcoming FIFA World Cup and America's 250th Anniversary celebrations.
See More
RLJ Lodging Trust Schedules Q1 Earnings Release
- Earnings Release Schedule: RLJ Lodging Trust will report its financial results for the first quarter ended March 31, 2026, before the market opens on May 4, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call at 11:00 AM (Eastern Time) on the same day, with a recommendation for investors to dial in approximately 10 minutes early, ensuring timely access to key information.
- Replay Service: A replay of the conference call will be available from 3:00 PM (Eastern Time) on May 4, 2026, until midnight on May 18, 2026, allowing investors who cannot attend live to access financial insights.
- Webcast Availability: The call will also be available via live webcast on the company's website, enhancing information accessibility and reflecting the company's efforts in digital communication.
See More
RLJ Lodging Trust Declares Quarterly Dividend of $0.15
- Quarterly Dividend Announcement: RLJ Lodging Trust has declared a quarterly dividend of $0.15 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Yield Performance: The forward yield of 7.95% offers a relatively high return in the current market environment, potentially enhancing investor confidence in this REIT.
- Financial Performance Beats Expectations: RLJ reported a funds from operations (FFO) of $0.32, exceeding expectations by $0.05, with revenue of $328.6 million surpassing forecasts by $10.65 million, demonstrating the company's ongoing competitiveness and profitability.
- Future Growth Targets: RLJ Lodging Trust targets a RevPAR growth of 0.5% to 3% for 2026, reflecting strong momentum in urban markets and flexible capital allocation strategies, suggesting significant growth potential ahead.
See More
RLJ Lodging Trust Declares Quarterly Cash Dividends
- Quarterly Cash Dividend: RLJ Lodging Trust has declared a cash dividend of $0.15 per common share, payable on April 15, 2026, reflecting the company's ongoing cash flow and commitment to shareholder returns.
- Preferred Share Dividend: The company also announced a cash dividend of $0.4875 on its Series A Preferred Shares, scheduled for payment on April 30, 2026, which enhances its attractiveness to preferred shareholders.
- Record Date for Shareholders: Both dividends require shareholders to be on record by March 31, 2026, which helps stabilize the shareholder base and boost investor confidence.
- Company Overview: RLJ Lodging Trust is a self-advised, publicly traded real estate investment trust focused on premium-branded, high-margin hotels, indicating its competitive position and growth potential in the market.
See More
RLJ Lodging Trust Reports Strong Q4 2025 Earnings Amid Challenges
- Performance Exceeds Expectations: RLJ Lodging Trust reported a 68.7% occupancy rate and $137 RevPAR in Q4 2025, demonstrating strong urban market performance and a 7.2% increase in non-room revenue, which contributed to a total revenue growth of 0.2% despite challenges from the government shutdown.
- Asset Sales and Capital Returns: The company successfully sold three properties for $73.7 million at a 17.7x multiple and repurchased 3.3 million shares for $28.6 million, enhancing shareholder returns and financial flexibility while addressing near-term debt maturities.
- Optimistic Future Outlook: Management provided guidance for 2026, projecting comparable RevPAR growth between 0.5% and 3%, with Hotel EBITDA expected between $344 million and $374 million, reflecting confidence in urban market demand and major events like the World Cup driving growth.
- Cost Management and Risks: While management maintains an optimistic outlook, they acknowledged potential risks from geopolitical uncertainties and a choppy operating environment, with expenses expected to grow by about 3%, which could impact future profitability.
See More
RLJ Lodging Trust Q4 Earnings Exceed Expectations
- Strong Financial Performance: RLJ Lodging Trust reported a Q4 FFO of $0.32, beating expectations by $0.05, which reflects effective financial management and boosts investor confidence.
- Slight Revenue Decline: The company generated $328.6 million in revenue for Q4, a 0.4% year-over-year decrease, yet it surpassed expectations by $10.65 million, indicating resilience amid market challenges.
- Positive Future Outlook: RLJ anticipates a comparable RevPAR growth of 0.5% to 3.0% for FY 2026, with comparable hotel EBITDA projected between $344 million and $374 million, reflecting optimism about market recovery.
- Adjusted Earnings Forecast: The adjusted FFO per diluted share for FY 2026 is expected to range from $1.21 to $1.41, indicating ongoing improvements in profitability that may attract more investor interest.
See More
RLJ Lodging Trust Reports Strong 2025 Financial Results
- Fourth Quarter Performance: RLJ Lodging Trust reported total revenues of $328.6 million for Q4 2025, a slight decline of 0.4% year-over-year, yet non-room revenues surged by 7.2%, indicating strong performance in urban markets and effective cost management despite a government shutdown.
- Significant Net Income Decline: The company recorded a net income of $549,000 in Q4, down 90.9% year-over-year, with an annual net income of $28.6 million, reflecting challenges in the market environment and high fixed costs impacting profitability.
- Shareholder Return Initiatives: In 2025, RLJ repurchased 3.3 million shares for approximately $28.6 million, demonstrating confidence in future growth, while the Board declared a quarterly cash dividend of $0.15 per share, enhancing shareholder returns.
- Optimistic 2026 Outlook: The company anticipates comparable RevPAR growth of 0.5% to 3.0% and expects comparable hotel EBITDA to range from $344 million to $374 million, indicating potential benefits from ongoing demand momentum during the upcoming FIFA World Cup and America's 250th Anniversary celebrations.
See More
