RLJ Earnings Prediction
The chart below shows how RLJ performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RLJ sees a +1.65% change in stock price 10 days leading up to the earnings, and a +0.87% change 10 days following the report. On the earnings day itself, the stock moves by -1.32%. This data can give you a slight idea of what to expect for the next quarter's release.
RLJ Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
329.99M
3.22%
-4.56%
Gross Margin
20.78%
-0.81%
-7.02%
Operating Margin
9.06%
6.59%
-24.56%
Net Margin
1.67%
-33.47%
-72.03%
EPS
-0.01
-150.00%
-111.11%
No Data Available
RLJ Earnings Analysis
RLJ Lodging Trust Corporation (RLJ.N) Earnings Conference Call
Positive
RevPAR Growth and Market Share: We achieved top-quartile RevPAR growth that outpaced the industry, while also expanding market share.
Hotel Acquisitions and Conversions: Acquired the Hotel Teatro in Denver and completed three conversions in Houston, New Orleans, and Pittsburgh, bringing total completed conversions to six.
RevPAR Growth Surge: Robust RevPAR growth of over 10% in 2024 from newly converted assets.
Urban RevPAR Growth: RevPAR grew by 2.2% over the prior year, with urban markets achieving 3.7% RevPAR growth during Q4.
Transient Segment Revenue Growth: Business transient segment achieved 8% revenue growth over the prior year, driven by improving demand and pricing power.
Urban RevPAR Growth: Mid-week urban RevPAR growth of 4.1% indicates improving business transient demand.
Revenue and Demand Growth: Group revenues grew by 3%, led by a 1% improvement in demand and a 2% increase in ADR.
Leisure Revenue Growth: Leisure revenues grew by a strong 6%, with urban leisure revenues growing at 8%.
Revenue and EBITDA Growth: Total revenues grew by 3%, outpacing RevPAR growth, contributing to an increase in EBITDA for the second consecutive quarter.
RevPAR Increase Achievement: Successfully relaunched the former Wyndham Pittsburgh, achieving a 14% year-over-year RevPAR increase.
Debt Maturity Management: Addressed all 2025 debt maturities and improved the debt maturity ladder.
Dividend Increase Announcement: Increased quarterly dividend by 50%, enhancing shareholder returns.
Strong Financial Position: Strong balance sheet with $500 million available under corporate revolver and 69% of debt fixed or hedged.
RevPAR Growth Outlook: Expecting low single-digit RevPAR growth in 2025, with positive momentum in business transient and group demand.
Negative
RevPAR and Occupancy Trends: RevPAR growth of 2.2% was slightly offset by a 0.2% decline in occupancy, indicating potential challenges in attracting guests.
Occupancy Rate Decline: Despite overall revenue growth, the company faced a decline in occupancy rates, which could signal issues in demand or competition.
RevPAR Growth Outlook: The company anticipates only low single-digit RevPAR growth for 2025, suggesting a slowdown in growth compared to previous years.
Operating Cost Increase: Operating cost growth was 3.9%, which, while moderated, still indicates rising expenses that could impact profitability.
2025 Revenue Outlook Challenges: The outlook for 2025 includes anticipated displacement from renovations in high-occupancy markets, which may negatively affect revenue during that period.
Revenue vs. RevPAR Growth: The company expects total revenue growth to continue outpacing RevPAR growth, which may indicate reliance on non-room revenue streams rather than core lodging performance.
RLJ FAQs
How does RLJ typically perform around its earnings report dates?
Is RLJ Lodging Trust (RLJ) Q4 2024 Earnings Call Summary positive or negative?
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RLJ Earning Call Sentiment
RLJ Lodging Trust (RLJ) Q4 2024 Earnings Call Transcript
RLJ.N
-0.22%Positive
The earnings call summary indicates positive sentiment with strong financial metrics, including a 3% revenue growth and increased dividend. The Q&A section suggests optimism in urban leisure and conversion projects. Despite some uncertainties, management's proactive approach to debt maturities and capital allocation, along with a robust share repurchase program, supports a positive outlook. The company's market cap suggests moderate stock price movement, leading to a 'Positive' prediction for the next two weeks.
