Financial Data and Key Metrics Changes - Adjusted EBITDAre for Q1 2025 was $514 million, a 5.1% increase year-over-year, while adjusted FFO per share rose by 4.9% to $0.64 [4] - Comparable hotel total RevPAR improved by 5.8% compared to February, with a 7% increase driven by strong rate growth [4] - Comparable hotel EBITDA margin improved by 30 basis points year-over-year to 31.8% as revenue growth outpaced expenses [4][25] Business Line Data and Key Metrics Changes - Transient RevPAR grew by 6%, particularly strong in resorts, with Maui accounting for nearly half of the transient RevPAR growth [5][6] - Group RevPAR increased by 7% year-over-year, driven by special events and strong corporate group bookings [7][24] - Food and beverage RevPAR grew by 5%, with other revenue per available room increasing by 2% despite declines in attrition and cancellation revenue [9][20] Market Data and Key Metrics Changes - Strong performance noted in Washington DC, New York, New Orleans, Los Angeles, and Maui, with Maui's transient rooms sold up approximately 70% year-over-year [5][6] - Business transient RevPAR grew by 2%, driven by rate growth, while group revenue pace was up 3.3% compared to the same time last year [7][24] - The luxury segment showed resilience, with upper-tier markets performing better than the overall market [39] Company Strategy and Development Direction - The company is focused on capital allocation, including share repurchases and property reinvestment, with $585 million remaining under the share repurchase program [12][30] - Continued investment in renovations and redevelopment projects, with expectations of significant operating profit guarantees from the Hyatt transformational capital program [14][15] - The company maintains a cautious outlook for 2025, adjusting guidance based on macroeconomic uncertainties while leveraging its strong balance sheet [18][29] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding potential deteriorating lodging fundamentals, maintaining RevPAR guidance with a slight reduction in total RevPAR [16][17] - The company is well-positioned to weather economic uncertainties due to its investment-grade balance sheet and diversified portfolio [18][30] - Future guidance reflects a range of potential economic outcomes, with expectations for continued operational improvements in Maui [27][29] Other Important Information - The company expects to complete the mid-rise condominium building at the Four Seasons Resort Orlando by Q4 2025, with deposits already secured [13] - Total property damage and remediation costs at the Don Cesar are estimated between $100 million and $110 million, with $10 million collected in business interruption proceeds [11] Q&A Session Summary Question: Recent trends in April from a demand standpoint - Management noted that top markets are performing well, with strong RevPAR performance even excluding one-time events [35][36] Question: Outlook for Maui for the remainder of the year - Maui's Q1 performance was strong, with expectations for continued improvement, particularly in Q4 [44][46] Question: Opportunities for acquisitions in the current market - Management indicated uncertainty in the transaction market but remains opportunistic for future acquisitions [50][52] Question: Consumer environment and off-peak periods - Consistent performance noted across peak and off-peak periods, with strong group booking pace [64][66] Question: Margin management and cost-cutting initiatives - Contingency plans are in place for potential downturns, but no immediate staffing changes are planned [67][68] Question: Impact of tariffs on CapEx budget - The company maintains its CapEx guidance and is monitoring tariff impacts, but no significant risks are anticipated at this time [71][72] Question: Group and business transient demand details - Group lead volumes are moderating, particularly for government groups, while business transient rates are expected to remain stable [80][81] Question: Labor supply and margin pressures - No significant labor supply issues reported, and current margin guidance remains intact despite economic uncertainties [85][86] Question: Performance of the Rich Carlton, Turtle Bay - The hotel is performing well, with a 13% increase in RevPAR, and strategic decisions regarding golf course renovations are underway [99][102]

Core Insights - Host Hotels (HST) reported a revenue of $1.59 billion for Q1 2025, marking an 8.4% year-over-year increase and a 3.00% surprise over the Zacks Consensus Estimate of $1.55 billion [1] - The earnings per share (EPS) for the same period was $0.64, compared to $0.38 a year ago, resulting in a 14.29% surprise over the consensus EPS estimate of $0.56 [1] Financial Performance Metrics - Average Occupancy Percentage was 69.4%, exceeding the two-analyst average estimate of 69.1% [4] - Revenue per Available Room (RevPAR) was $240.18, surpassing the two-analyst average estimate of $221.87 [4] - The number of properties remained at 79, matching the two-analyst average estimate [4] - The total number of rooms was 42,982, consistent with the average estimate from two analysts [4] - Average Room Rate was $345.86, compared to the $321.16 average estimate based on two analysts [4] - Room Revenues reached $938 million, exceeding the estimated $889.80 million by six analysts, representing a 10% year-over-year change [4] - Other Revenues were reported at $153 million, slightly below the $163.76 million average estimate, but reflecting a 5.5% year-over-year increase [4] - Food and Beverage Revenues totaled $503 million, surpassing the six-analyst average estimate of $499.76 million, with a year-over-year change of 6.3% [4] - Diluted Earnings per Share was $0.35, exceeding the five-analyst average estimate of $0.28 [4] Stock Performance - Shares of Host Hotels have returned -2.8% over the past month, compared to the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Host Hotels (HST) came out with quarterly funds from operations (FFO) of $0.64 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to FFO of $0.60 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 14.29%. A quarter ago, it was expected that this lodging real estate investment trust would post FFO of $0.40 per share when it actually produced FFO of $0.44, delivering a surprise of 10%.Over the last four qu ...

Exhibit 99.2 Supplemental Financial Information MARCH 31, 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 | 12 | | | Comparable Hotel Results 2025 Forecast and Full Year 2024 ...

Comparable Hotel RevPAR Growth of 7.0% and Comparable Hotel Total RevPAR Growth of 5.8%BETHESDA, Md., April 30, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust (“REIT”), today announced results for first quarter of 2025. OPERATING RESULTS(unaudited, in millions, except per share and hotel statistics) Quarter ended March 31, 2025 2024 Percent Change Revenues$1,594 $1,471<td style="max-width:1%; width:1%; min-wi ...

Host Hotels & Resorts Inc. (HST) is expected to witness a stable operating environment due to a continuous improvement in the group business, a gradual recovery in business transient and steady leisure demand. This is likely to support its revenue growth. Also, a strategic capital-recycling program and a healthy balance sheet augur well. However, macroeconomic uncertainty and high interest rates are its concerns. What's Supporting Host Hotels? Solid dividend payouts are the biggest attraction for REIT inves ...

Group 1 - The core idea revolves around the strategy of purchasing assets at a price lower than their intrinsic value, which is considered a reliable method for generating profit [1] - The article emphasizes that the movement of an asset's price towards its intrinsic value does not rely on luck or chance [1] Group 2 - The content is intended solely for informational purposes and does not serve as a solicitation for buying or selling securities [2] - It is advised that individuals conduct their own research or consult a financial advisor before making investment decisions [2]

BETHESDA, Md., March 13, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ:HST) (the "Company"), the nation's largest lodging real estate investment trust, will report first quarter 2025 financial results on Wednesday, April 30, 2025, after the market close. The Company will hold a conference call to discuss its first quarter 2025 results and business outlook on Thursday, May 1, 2025, at 11:00 a.m. ET. Conference call access information is as follows: Conference Call:   USA/Canada Toll Free Numbe ...

BETHESDA, Md., March 13, 2025 (GLOBE NEWSWIRE) -- Host Hotels & Resorts, Inc. (NASDAQ: HST) (the “Company”), the nation’s largest lodging real estate investment trust, will report first quarter 2025 financial results on Wednesday, April 30, 2025, after the market close. The Company will hold a conference call to discuss its first quarter 2025 results and business outlook on Thursday, May 1, 2025, at 11:00 a.m. ET. Conference call access information is as follows: Conference Call: USA/Canada Toll Free Numb ...

Financial Reporting Structure - Host Inc. and Host L.P. have combined their Management's Discussion and Analysis of Financial Condition and Results of Operations, with separate discussions for material differences in liquidity and capital resources[18]. - The financial statements are presented separately, but the notes to the financial statements are generally combined, except for discussions of differences between equity of Host Inc. and capital of Host L.P.[18]. Forward-Looking Statements - Forward-looking statements in the 2024 Annual Report include anticipated results based on management's plans and assumptions, with terms like "expect," "project," and "forecast" used to indicate future performance[28]. - The company acknowledges that actual results may differ materially from those anticipated due to risks and uncertainties, as discussed in Item 1A "Risk Factors"[29]. - Host Inc. does not undertake any obligation to publicly update forward-looking statements, advising stakeholders to consult additional disclosures in reports filed with the SEC[30]. Risk Factors - The company emphasizes the importance of understanding risk factors that could affect business performance, as outlined in the Private Securities Litigation Reform Act of 1995[30].