UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________________________________________________________________________________________________ FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended June 30, 2025 Maryland (Host Hotels & Resorts, Inc.) 53-0085950 Delaware (Host Hotels & Resorts, L.P.) 52-2095412 (Stat ...

BETHESDA, Md., July 31, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust, today provided an updated investor presentation for second quarter 2025 results. The investor presentation can be found on the Investor Relations section on the Company’s website at https://www.hosthotels.com/#key-investors-materials. ABOUT HOST HOTELS & RESORTS Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real ...

host portfolio includes a handful of Ritz Carlton's four seasons and one hotel properties. For more, we're joined by host hotel CEO James Rozoleio. Jim, uh any any shifts notably that you're seeing in international travel with the currency things happening or is the luxury consumer still raring to go.>> Hi John, thanks for having me. Good to be with you again. Uh the the affluent consumer is still raring to go.Uh we have seen no slowdown. whatsoever. Uh our assets are performing extremely well.We couldn't b ...

Core Insights - Host Hotels & Resorts, Inc. (HST) reported second-quarter adjusted funds from operations (AFFO) per share of 58 cents, exceeding the Zacks Consensus Estimate of 51 cents, marking a 1.8% increase from the prior year [1][8] - The company generated total revenues of $1.59 billion, surpassing the Zacks Consensus Estimate of $1.50 billion, reflecting an 8.2% year-over-year growth [2] - The outlook for 2025 AFFO per share has been raised to a range of $1.98-$2.02, above the previous guidance of $1.88-$1.97 [10] Financial Performance - Comparable hotel RevPAR was $239.64, a 3% increase from the previous year, driven by higher room rates and strong transient leisure demand [3][8] - Comparable hotel EBITDA was $481 million, remaining flat year-over-year, with a margin decrease of 120 basis points to 31% due to $21 million in business interruption proceeds related to the Maui wildfires [4] - The average room rate increased to $324.87 from $313.17 in the prior year [4] Business Segmentation - The comparable average occupancy percentage was 73.8%, down 50 basis points from the prior year [5] - Transient and contract businesses saw room nights increase by 6.8% and 21.7% year-over-year, while group business declined by 4.9% [5] - The transient, group, and contract businesses accounted for approximately 60%, 36%, and 4% of 2024 room sales, respectively [5] Balance Sheet and Capital Management - As of June 30, 2025, Host Hotels had cash and cash equivalents of $490 million, up from $428 million at the end of Q1 2025 [6] - Total liquidity was $2.3 billion, including $279 million in FF&E escrow reserves and $1.5 billion available under the credit facility [6] - In Q2 2025, the company repurchased 6.7 million shares at an average price of $15.56 per share, totaling $105 million, with approximately $480 million remaining under the repurchase program [7] Capital Expenditure - Year-to-date capital expenditure through June 30, 2025, totaled $298 million, with $109 million for return on investment projects, $129 million for renewal and replacement, and $60 million for property damage reconstruction [8][9] - For 2025, total capital expenditure is anticipated to be in the range of $590-$660 million [11]

Host Hotels & Resorts (HST) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company ParticipantsJaime Marcus - SVP, Investor RelationsJames Risoleo - President, CEO & DirectorSourav Ghosh - Executive VP & CFODuane Pfennigwerth - Senior Managing Director - EquitiesDavid Katz - Managing DirectorSmedes Rose - DirectorAri Klein - Director - Equity ResearchDaniel Politzer - Executive Director, Equity Research - Gaming and LodgingDaniel Hogan - Equity Research AssociateJack Armstrong - Equity Research AssociateCo ...

Host Hotels & Resorts (HST) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Speaker0Good morning, and welcome to the Host Hotels and Resorts Second Quarter twenty twenty five Earnings Conference Call.Today's conference is being recorded. At this time, I would like to turn the call over to Jamie Marcus, Senior Vice President of Investor Relations. Please go ahead. Thank you and good morning everyone. Before we begin, please note that many of the comments made today are considered to be forward looking statem ...

Host Hotels (HST) reported $1.59 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 8.2%. EPS of $0.58 for the same period compares to $0.34 a year ago.The reported revenue represents a surprise of +5.64% over the Zacks Consensus Estimate of $1.5 billion. With the consensus EPS estimate being $0.51, the EPS surprise was +13.73%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...

Exhibit 99.2 Supplemental Financial Information JUNE 30, 2025 FOUR SEASONS RESORT AND RESIDENCES JACKSON H TABLE OF CONTENTS | 3 | OVERVIEW | | | --- | --- | --- | | | About Host Hotels & Resorts | 4 | | | Analyst Coverage | 5 | | | Forward-Looking Statements | 6 | | | Non-GAAP Financial Measures | 6 | | 7 | PROPERTY LEVEL DATNAD CORPORATE MEASURES | | | | Comparable Hotel Results by Location | 8 | | | Historical Comparable Hotel Results | 16 | | | Comparable Hotel Results 2025 Forecast and Full Year 2024 | ...

Core Insights - Host Hotels & Resorts, Inc. reported a strong operational performance with a 4.2% growth in comparable hotel Total RevPAR and a 3.0% increase in comparable hotel RevPAR for Q2 2025, leading to an increase in full-year guidance [1][5][12] - The company completed the sale of The Westin Cincinnati for $60 million, which is part of its ongoing portfolio management strategy [1][5] - The company has repurchased $105 million of common stock and continues to maintain a robust balance sheet with total assets of $13.0 billion and a debt balance of $5.1 billion [5][6][7] Financial Performance - Total revenues for Q2 2025 reached $1,586 million, an 8.2% increase from $1,466 million in Q2 2024, while year-to-date revenues were $3,180 million, up 8.3% from $2,937 million [3][5] - Net income for Q2 2025 was $225 million, a decrease of 7.0% compared to $242 million in Q2 2024, with year-to-date net income at $476 million, down 7.4% from $514 million [3][5] - Adjusted EBITDAre for Q2 2025 was $496 million, a 3.1% increase from $481 million in Q2 2024, and year-to-date Adjusted EBITDAre was $1,010 million, exceeding 2024 by 4.1% [3][5] Operational Highlights - Comparable hotel Total RevPAR for Q2 2025 was $400.91, reflecting a 4.2% increase year-over-year, driven by strong transient demand and improvements in food & beverage revenues [5][10] - Comparable hotel RevPAR for Q2 2025 was $239.64, up 3.0% from the previous year, primarily due to higher room rates and recovering leisure demand in Maui [5][10] - The company anticipates a decline in operating profit margin and comparable hotel EBITDA margin due to rising wage costs and reduced business interruption proceeds compared to 2024 [12][13] Guidance and Outlook - The company has raised its 2025 guidance for comparable hotel RevPAR growth to a range of 1.5% to 2.5% and Total RevPAR growth to 2.0% to 3.0% over 2024 [1][12] - The guidance reflects expected year-over-year RevPAR decline in Q3 2025, with moderate growth anticipated in Q4 2025 [12][13] - The company estimates that for every 100-basis point change in RevPAR, there would be an expected $32 million to $37 million change in both net income and Adjusted EBITDAre [12][13] Capital Expenditures - Year-to-date capital expenditures through Q2 2025 totaled $298 million, with a full-year forecast ranging from $590 million to $660 million [11] - The company plans to invest in ROI projects and renewals and replacements, with a focus on the Hyatt Transformational Capital Program [11]

Core Viewpoint - Host Hotels & Resorts, Inc. (HST) is expected to report second-quarter 2025 earnings on July 30, with anticipated revenue growth but a decline in adjusted funds from operations (AFFO) per share [1][6]. Financial Performance - In the previous quarter, HST reported an AFFO per share of 64 cents, exceeding the Zacks Consensus Estimate of 56 cents, reflecting a year-over-year revenue increase [2]. - Over the last four quarters, HST's AFFO per share surpassed estimates three times, with an average surprise of 6.52% [2]. Market Position and Strategy - HST has a portfolio of luxury and upper-scale hotels in prime U.S. markets and the Sunbelt region, strategically located to drive demand [2][3]. - Continuous improvement in group business has contributed to hotel revenue per available room (RevPAR) growth, which is expected to continue in Q2 [3]. Revenue and Occupancy Estimates - The Zacks Consensus Estimate for HST's Q2 revenues is $1.50 billion, indicating a 2.1% increase from the previous year [5]. - The estimated RevPAR for Q2 is $232.12, up from $224.29 in the same quarter last year, while the average occupancy rate is expected to decrease to 73.9% from 74.4% [5]. Interest Expenses Impact - Interest expenses for Q2 are projected to rise by 14.7% year over year, which may negatively affect HST's performance [6][7]. - The consensus estimate for AFFO per share has been revised down to 51 cents, reflecting a 10.5% decline from the previous year [6]. Earnings Prediction Model - The quantitative model does not predict a surprise in AFFO per share for HST this quarter, with an Earnings ESP of -2.39% and a Zacks Rank of 3 [7][8].