Short Description: Host Hotels & Resorts (HST) reports Q4 earnings February 18. Analysts forecast growth in revenue and key metrics. Can the luxury lodging REIT extend its earnings beat streak?
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Investors in the lodging real estate sector are keenly awaiting the fourth-quarter earnings release from Host Hotels & Resorts, Inc. (HST), scheduled for February 18. The Bethesda-based lodging REIT, which owns a premium portfolio of luxury and upper-scale hotels in prime U.S. markets, is projected to report year-over-year increases in both revenue and adjusted funds from operations (AFFO) per share. The Zacks Consensus Estimate points to revenues of $1.54 billion, an 8% jump, with AFFO per share expected to rise to 47 cents. A key driver behind this anticipated performance is the continued strength in hotel RevPAR (Revenue Per Available Room), estimated at $218.96, bolstered by resilient demand in both group and transient travel segments.
Host Hotels’ strategic positioning in central business districts and high-demand resort areas has historically provided a competitive edge, supporting margin expansion. For the upcoming report, the focus will be on whether this operational strength successfully offset the headwind of higher interest expenses, which modelling suggests rose over 5% from the prior-year quarter. Despite this pressure, the company’s track record instills confidence; HST has surpassed AFFO estimates for four consecutive quarters, delivering an average surprise of 11.02%. This consistent history of an earnings beat sets a positive precedent for the upcoming announcement.
Quantitative analysis also suggests potential for a positive surprise. Host Hotels currently holds a Zacks Rank #3 (Hold) and, crucially, a positive Earnings ESP of +1.90%. This proven combination indicates a higher probability of actual AFFO per share exceeding the consensus estimate. For investors looking at similar opportunities within the REIT space, Realty Income (O), which reports on February 24, also shows a favorable setup with a positive Earnings ESP and a Zacks Rank #3, highlighting another potential earnings season standout.
Short Summary
Host Hotels & Resorts (HST) announces Q4 2025 earnings on February 18, with analysts forecasting year-over-year growth in revenue and AFFO per share. Key metrics to watch include RevPAR performance and the company’s ability to manage interest expenses. HST aims to extend its four-quarter streak of positive earnings surprises, supported by a favorable quantitative model prediction.
