Xenia Hotels & Resorts, Inc. (XHR) Q3 2025 Earnings Call Transcript
Net Loss $13.7 million for Q3 2025, compared to the same quarter last year. Reasons for the loss include challenging operating environments, particularly in leisure demand, and tough comparisons in the Houston market due to Hurricane Beryl's impact in 2024.
Adjusted EBITDAre $42.2 million for Q3 2025, an 8% decrease year-over-year. The decrease is attributed to weaker performance in leisure-heavy markets and the Houston market's tough comparisons.
Adjusted FFO per Share $0.23 for Q3 2025, an 8% decrease year-over-year. This decline is linked to the same factors affecting Adjusted EBITDAre.
Same-Property RevPAR Flat year-over-year for Q3 2025. Occupancy decreased by 100 basis points, offset by a 1.6% increase in average daily rate. Excluding Houston, RevPAR increased by 2.9%, driven by growth at Grand Hyatt Scottsdale.
Same-Property Total RevPAR Increased by 3.7% for Q3 2025 compared to last year, driven by strong food and beverage revenues, particularly from Grand Hyatt Scottsdale.
Same-Property Hotel EBITDA $47 million for Q3 2025, a 0.7% increase year-over-year. Excluding Grand Hyatt Scottsdale, EBITDA decreased by 7.8%, with a margin decline of 160 basis points.
Year-to-Date Same-Property Hotel EBITDA $205.4 million, a 12.6% increase year-over-year. This growth was driven by the ramp-up of Grand Hyatt Scottsdale and effective expense control.
Year-to-Date Same-Property Total RevPAR Increased by 8.5% compared to 2024, fueled by higher food and beverage revenues and the performance of Grand Hyatt Scottsdale.
Top-Performing Hotels Grand Hyatt Scottsdale (RevPAR up over 270%), Andaz Savannah (up 15.3%), Waldorf Astoria Atlanta Buckhead (up nearly 14%), and others. Growth was driven by strong group business and corporate demand.
Weaker-Performing Hotels Loews New Orleans, Houston hotels, Marriott Dallas Downtown, and others. Weakness was due to lack of convention center activity, tough comparisons, and general leisure softness.
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Xenia Hotels to Report Q4 and Full Year 2025 Earnings on February 24, 2026
- Earnings Release Schedule: Xenia Hotels & Resorts will report its fourth quarter and full year 2025 financial results before the market opens on February 24, 2026, which is expected to provide investors with critical performance data and market trend analysis.
- Conference Call Details: Management will hold a conference call at 1:00 PM Eastern Time on the same day, and investors are encouraged to dial (833) 470-1428 approximately ten minutes prior to participate, ensuring timely access to the company's latest updates.
- Replay and Webcast Availability: Investors unable to listen live can access a replay one hour after the call by dialing (866) 813-9403, and a live webcast will also be available on the company's website, facilitating broader access to information for investors.
- Company Overview: Xenia is a self-advised and self-administered REIT focused on uniquely positioned luxury and upper upscale hotels in the top 25 lodging markets and key leisure destinations in the U.S., owning 30 hotels with 8,868 rooms, showcasing its strong investment portfolio in the high-end market.
Xenia Hotels to Report Q4 and Full Year 2025 Earnings on February 24, 2026
- Earnings Report Schedule: Xenia Hotels & Resorts will release its financial results for Q4 and full year 2025 before the market opens on February 24, 2026, which is expected to provide investors with critical performance data and market trend analysis.
- Conference Call Details: Management will hold a conference call at 1:00 PM Eastern Time on the same day, allowing investors to dial in at (833) 470-1428 to gain further insights into the company's financial performance and future outlook.
- Webcast Availability: For those unable to listen live, a replay will be available one hour after the call ends, and can be accessed through the company's website, ensuring broad dissemination and transparency of information.
- Company Overview: Xenia Hotels is a self-advised REIT focused on uniquely positioned luxury and upper upscale hotels in the top 25 lodging markets and key leisure destinations in the U.S., owning 30 hotels with 8,868 rooms, demonstrating its strong positioning in the high-end market.
Xenia Hotels & Resorts (XHR) Surpasses 4% Yield Threshold
Dividend Predictability: Dividend amounts are generally unpredictable and fluctuate based on a company's profitability.
Xenia Hotels & Resorts Inc: Analyzing the historical dividend chart for Xenia Hotels & Resorts Inc (XHR) can provide insights into the likelihood of maintaining a 4% annual yield.
Investment Opportunities: There is a mention of other dividend stocks that have recently become available for purchase.
Author's Perspective: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Xenia Hotels Reports 8.1% Total RevPAR Growth in Q4
- Strong Performance: As of November 30, Xenia Hotels reported a Same-Property RevPAR increase of 5.6% and Total RevPAR growth of 8.1%, indicating robust market performance despite the early-quarter government shutdown having no material impact.
- Optimistic 2026 Outlook: Group rooms revenue pace increased approximately 15% as of October 31, 2025, highlighting strong growth in group demand, which is expected to drive future revenue growth, especially since 35% of room night demand comes from this segment.
- Diverse Revenue Structure: Year-to-date through Q3 2025, 56% of the company's revenues came from rooms while 44% came from non-rooms, with non-rooms revenue growth rate exceeding that of rooms by over four times, showcasing significant potential in non-room revenue streams.
- Capital Markets Activity: As of December 4, the company repurchased approximately 2.7 million shares at an average price of $13.56 per share, totaling about 9.4 million shares repurchased year-to-date, reflecting confidence in future prospects and a commitment to enhancing shareholder value.
Xenia Hotels Reports 8.1% Total RevPAR Growth in Q4
- Performance Metrics: As of November 30, Xenia Hotels reported a 5.6% increase in Same-Property RevPAR and an 8.1% rise in Total RevPAR, indicating stable performance despite the early-quarter government shutdown not materially impacting results.
- Share Repurchases: By December 4, the company repurchased approximately 2.7 million shares at a weighted average price of $13.56 per share, totaling about 9.4 million shares or 9.2% of outstanding shares year-to-date, reflecting confidence in its future outlook.
- Capital Markets Activity: The company had approximately $97.5 million remaining under its share repurchase authorization as of December 4, indicating proactive capital management to enhance shareholder returns amid favorable market conditions.
- 2026 Outlook: Xenia anticipates that a diverse revenue mix and group demand will drive growth in 2026, underscoring its competitive positioning and adaptability in the evolving market landscape.
Xenia Hotels & Resorts Declares Dividend for Fourth Quarter 2025
Dividend Announcement: Xenia Hotels & Resorts, Inc. has declared a cash dividend of $0.14 per share for the fourth quarter of 2025, payable on January 15, 2026, to shareholders of record as of December 31, 2025.
Company Overview: Xenia Hotels & Resorts is a self-advised and self-administered REIT that focuses on luxury and upper upscale hotels, owning 30 properties with a total of 8,868 rooms across 14 states in the U.S.
Xenia Hotels to Report Q4 and Full Year 2025 Earnings on February 24, 2026
- Earnings Release Schedule: Xenia Hotels & Resorts will report its fourth quarter and full year 2025 financial results before the market opens on February 24, 2026, which is expected to provide investors with critical performance data and market trend analysis.
- Conference Call Details: Management will hold a conference call at 1:00 PM Eastern Time on the same day, and investors are encouraged to dial (833) 470-1428 approximately ten minutes prior to participate, ensuring timely access to the company's latest updates.
- Replay and Webcast Availability: Investors unable to listen live can access a replay one hour after the call by dialing (866) 813-9403, and a live webcast will also be available on the company's website, facilitating broader access to information for investors.
- Company Overview: Xenia is a self-advised and self-administered REIT focused on uniquely positioned luxury and upper upscale hotels in the top 25 lodging markets and key leisure destinations in the U.S., owning 30 hotels with 8,868 rooms, showcasing its strong investment portfolio in the high-end market.
Xenia Hotels to Report Q4 and Full Year 2025 Earnings on February 24, 2026
- Earnings Report Schedule: Xenia Hotels & Resorts will release its financial results for Q4 and full year 2025 before the market opens on February 24, 2026, which is expected to provide investors with critical performance data and market trend analysis.
- Conference Call Details: Management will hold a conference call at 1:00 PM Eastern Time on the same day, allowing investors to dial in at (833) 470-1428 to gain further insights into the company's financial performance and future outlook.
- Webcast Availability: For those unable to listen live, a replay will be available one hour after the call ends, and can be accessed through the company's website, ensuring broad dissemination and transparency of information.
- Company Overview: Xenia Hotels is a self-advised REIT focused on uniquely positioned luxury and upper upscale hotels in the top 25 lodging markets and key leisure destinations in the U.S., owning 30 hotels with 8,868 rooms, demonstrating its strong positioning in the high-end market.
Xenia Hotels & Resorts (XHR) Surpasses 4% Yield Threshold
Dividend Predictability: Dividend amounts are generally unpredictable and fluctuate based on a company's profitability.
Xenia Hotels & Resorts Inc: Analyzing the historical dividend chart for Xenia Hotels & Resorts Inc (XHR) can provide insights into the likelihood of maintaining a 4% annual yield.
Investment Opportunities: There is a mention of other dividend stocks that have recently become available for purchase.
Author's Perspective: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Xenia Hotels Reports 8.1% Total RevPAR Growth in Q4
- Strong Performance: As of November 30, Xenia Hotels reported a Same-Property RevPAR increase of 5.6% and Total RevPAR growth of 8.1%, indicating robust market performance despite the early-quarter government shutdown having no material impact.
- Optimistic 2026 Outlook: Group rooms revenue pace increased approximately 15% as of October 31, 2025, highlighting strong growth in group demand, which is expected to drive future revenue growth, especially since 35% of room night demand comes from this segment.
- Diverse Revenue Structure: Year-to-date through Q3 2025, 56% of the company's revenues came from rooms while 44% came from non-rooms, with non-rooms revenue growth rate exceeding that of rooms by over four times, showcasing significant potential in non-room revenue streams.
- Capital Markets Activity: As of December 4, the company repurchased approximately 2.7 million shares at an average price of $13.56 per share, totaling about 9.4 million shares repurchased year-to-date, reflecting confidence in future prospects and a commitment to enhancing shareholder value.
Xenia Hotels Reports 8.1% Total RevPAR Growth in Q4
- Performance Metrics: As of November 30, Xenia Hotels reported a 5.6% increase in Same-Property RevPAR and an 8.1% rise in Total RevPAR, indicating stable performance despite the early-quarter government shutdown not materially impacting results.
- Share Repurchases: By December 4, the company repurchased approximately 2.7 million shares at a weighted average price of $13.56 per share, totaling about 9.4 million shares or 9.2% of outstanding shares year-to-date, reflecting confidence in its future outlook.
- Capital Markets Activity: The company had approximately $97.5 million remaining under its share repurchase authorization as of December 4, indicating proactive capital management to enhance shareholder returns amid favorable market conditions.
- 2026 Outlook: Xenia anticipates that a diverse revenue mix and group demand will drive growth in 2026, underscoring its competitive positioning and adaptability in the evolving market landscape.
Xenia Hotels & Resorts Declares Dividend for Fourth Quarter 2025
Dividend Announcement: Xenia Hotels & Resorts, Inc. has declared a cash dividend of $0.14 per share for the fourth quarter of 2025, payable on January 15, 2026, to shareholders of record as of December 31, 2025.
Company Overview: Xenia Hotels & Resorts is a self-advised and self-administered REIT that focuses on luxury and upper upscale hotels, owning 30 properties with a total of 8,868 rooms across 14 states in the U.S.
