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 ...

Core Insights - Host Hotels & Resorts, Inc. reported a revenue increase of 8.4% in Q1 2025 compared to Q1 2024, reaching $1,594 million, driven by higher room rates and improved leisure transient trends [3][4] - The company experienced a net income decrease of 7.7% to $251 million, influenced by increased interest expenses and a decline in net gain on insurance settlements [3][7] - Comparable hotel RevPAR grew by 7.0% to $240.18, while Total RevPAR increased by 5.8% to $408.57, reflecting strong performance in key markets [3][4][7] Operating Results - Revenues for Q1 2025 were $1,594 million, up from $1,471 million in Q1 2024, marking an 8.4% increase [3] - Comparable hotel revenues rose to $1,583 million, a 4.7% increase year-over-year [3] - Net income for Q1 2025 was $251 million, down from $272 million in Q1 2024, a decrease of 7.7% [3][7] - EBITDAre was $508 million, slightly up by 0.8% from $504 million in the previous year [3][7] - Adjusted EBITDAre increased by 5.1% to $514 million compared to $489 million in Q1 2024 [3][7] Balance Sheet - As of March 31, 2025, total assets were reported at $12.9 billion, with a debt balance of $5.1 billion [7] - The company maintains a robust liquidity position with approximately $2.2 billion available, including $1.5 billion under the revolver portion of the credit facility [7] - The weighted average interest rate on debt was 4.7%, with a maturity schedule averaging 5.0 years [7] Share Repurchases and Dividends - In Q1 2025, the company repurchased 6.3 million shares at an average price of $15.79, totaling $100 million, with $585 million remaining under the repurchase program [8] - A cash dividend of $0.20 per share was paid on April 15, 2025, to stockholders of record as of March 31, 2025 [9] Hotel Business Mix Update - The company's customer segments accounted for approximately 60% transient, 36% group, and 4% contract business in full year 2024 [10] - In Q1 2025, transient room nights decreased by 0.8%, while group room nights saw a decline of 0.6% compared to the same period in 2024 [11] Capital Expenditures - Total capital expenditures for Q1 2025 were $146 million, with forecasts for the full year ranging from $580 million to $670 million [12] - The company plans to invest in ROI projects and renewals and replacements, with a focus on property damage reconstruction [12] 2025 Outlook - The company maintains a comparable hotel RevPAR growth guidance of 0.5% to 2.5% for 2025, while Total RevPAR growth guidance has been slightly reduced to 0.7% to 2.7% [4][13] - The guidance reflects macroeconomic uncertainties and moderating trends in group lead volume [13][14] - Estimated net income for 2025 is projected between $512 million and $581 million, with Adjusted EBITDAre expected to range from $1,610 million to $1,680 million [17]

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].

Financial Data and Key Metrics Changes - For the full year 2024, adjusted EBITDAre was $1.656 billion, a 1.7% increase over 2023, and adjusted FFO per share was $1.97, a 2.6% increase year-over-year [9][10] - Comparable hotel total RevPAR grew 2.1%, while comparable hotel RevPAR increased by 90 basis points compared to 2023 [9] - Comparable hotel EBITDA margin was 29.2%, down 60 basis points versus 2023, primarily due to increased wages and fixed expense pressures [9][45] Business Line Data and Key Metrics Changes - Transient revenue grew 8%, the highest improvement in the last six quarters, driven by strong leisure demand in Maui, New York, and Oahu [12] - Group room revenue for the quarter was down approximately 5% year-over-year due to tough comparisons in San Francisco and Maui [14] - F&B revenue grew nearly 3% in the quarter, driven by outlets at resorts, with banquet revenue increasing despite a decrease in group room nights [16][17] Market Data and Key Metrics Changes - Total RevPAR at the three Maui resorts was up 6.4% in the fourth quarter, with transient rooms sold up approximately 50% year-over-year at Alila resorts [15] - Business transient revenue grew approximately 6%, driven by strong rate growth and a favorable market mix [13] - Group revenue pace is up 5.6% over the same time last year, with notable increases in San Francisco, San Antonio, and New York [43] Company Strategy and Development Direction - The company acquired $1.5 billion of real estate across four properties, continuing to reinvest in its portfolio through capital expenditures and resiliency investments [7][22] - The company expects to benefit from approximately $27 million of operating profit guarantees in 2025 related to the Hyatt Transformational Capital Program [28] - The company is focused on maintaining an investment-grade balance sheet while exploring opportunities for acquisitions and stock buybacks [22][124] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the state of travel, noting that affluent consumers continue to prioritize experiences [33] - For 2025, the company anticipates comparable hotel RevPAR growth of between 50 basis points and 2.5% over 2024, with EBITDA margins expected to decline [46][49] - Management highlighted the ongoing strength of group business and the potential for further growth in business transient demand [60][72] Other Important Information - The company returned over $844 million of capital to stockholders in 2024 through dividends and share repurchases [24] - The company completed renovations to approximately 2,100 guest rooms and 213,000 square feet of meeting space in 2024 [25] - The company was named to Newsweek's list of America's Most Responsible Companies for the sixth consecutive year [30] Q&A Session Summary Question: What are the assumptions for guidance regarding macroeconomic factors? - Management indicated that guidance is based on current GDP growth and non-residential fixed investment data, with potential upside in group business due to strong pace and rates [57][58] Question: Can you clarify the impact of Maui on EBITDA for 2024 and expectations for 2025? - Management provided a breakdown of Maui's EBITDA, estimating a restated figure of $72 million for 2024, with expectations for 2025 ranging from $80 million to $95 million [66] Question: How is the company positioned regarding labor availability and productivity? - Management expressed confidence in labor availability due to strong management partnerships and highlighted the use of AI to enhance customer service and productivity [106][108] Question: What is the company's approach to capital deployment in 2025? - Management stated that capital deployment will be opportunistic, focusing on acquisitions, stock buybacks, and continued investment in portfolio improvements [123][124] Question: How does the company view the current stock valuation and buyback strategy? - Management acknowledged that the stock is undervalued and indicated that stock buybacks will be considered, but emphasized the importance of maintaining operational focus and balance sheet strength [134][136]

Core Insights - Host Hotels & Resorts, Inc. is the largest lodging real estate investment trust in the United States and is part of the S&P 500 [2] - The company owns a total of 76 properties in the United States and five properties internationally, amounting to approximately 43,400 rooms [2] Company Overview - Host Hotels & Resorts, Inc. specializes in luxury and upper-upscale hotels, making it one of the largest owners in this segment [2] - The company also has non-controlling interests in seven domestic and one international joint ventures [2] Financial Communication - An updated investor presentation for the fourth quarter of 2024 results has been made available on the company's Investor Relations section of its website [1]