Host Hotels & Resorts, Inc. (HST) · Nov 4, 2026 · Earnings

Host Hotels earnings beat as RevPAR lifts 2026 guidance

Guidance raised — FY26 RevPAR growth raised to 6.75% from 5.0% midpoint

Host Hotels earnings showed broad lodging demand strength, lifted 2026 guidance, added two acquisitions, and extended credit maturities.

Host Hotels is in the middle of a portfolio-upgrade cycle: it owns luxury and upper-upscale hotels, is reinvesting heavily in renovations, and is using its balance sheet to add properties in attractive markets. The prior story already included improving lodging demand and a raised 2026 outlook; this filing materially strengthens that trajectory.

Core hotel demand was clearly better than the company’s prior bar. Comparable RevPAR rose 8.8%, driven by both a 5.7% rate increase and higher occupancy, while Total RevPAR climbed 7.3% across a broad set of markets. The filing says comparable hotel RevPAR was $219.50, an increase of 8.8% compared to the same period in 2025. 〔0〕

Metric	Q3 2026	Q3 2025	FY26 current	Prior FY26 midpoint
Comparable hotel RevPAR (Financial Highlights)	$219.50 (+8.8%)	$201.71	6.75% growth	5.0% growth
Comparable hotel Total RevPAR (Financial Highlights)	$348.19 (+7.3%)	$324.47	6.0% growth	5.0% growth
Adjusted EBITDAre (Financial Highlights)	$347M (+8.8%)	$319M	$1,865M	$1,830M
Adjusted FFO/share (Financial Highlights)	$0.39 (+11.4%)	$0.35	$2.21	$2.16
Comparable hotel EBITDA margin (Financial Highlights)	25.2%	24.3%	30.0%	—
GAAP net income (Income Statement)	$71M (-56.4%)	$163M	—	—

The important signal is the guidance raise, not the headline GAAP earnings decline. Host lifted full-year RevPAR growth to approximately 6.75% from a 5.0% prior midpoint and Total RevPAR growth to approximately 6.0% from 5.0%; it also raised Adjusted EBITDAre guidance by $35 million and Adjusted FFO per share by $0.05. The weaker GAAP net income was largely a comparison issue caused by lower asset-sale gains, while operating profit and comparable hotel margins improved.

Execution improved despite wage pressure. Comparable hotel EBITDA rose 11.4%, outpacing comparable revenue growth, and the margin expanded 90 basis points to 25.2%. That indicates rate growth is currently more than offsetting labor-cost inflation rather than merely producing top-line growth.

The portfolio is getting broader, but the acquisitions are still small relative to Host. Host bought the 195-room 1 Hotel Brooklyn Bridge for $202 million and the 308-room Renaissance Dallas at Plano Legacy West for $172 million. Together they add 503 rooms and are expected to contribute $6 million of 2026 EBITDA, with comparable results beginning in the fourth quarter.

Financing flexibility improved rather than becoming a constraint. The amended $2.5 billion credit facility pushes maturities to 2031 and 2032, lowers borrowing costs, expands the accordion feature to $1.25 billion, and leaves the company with approximately $3.1 billion of liquidity. That gives Host room to keep pursuing acquisitions and renovations, although adjusted cash fell to $991 million after the acquisitions and dividend.

Bottom line: This is more than a routine earnings release: stronger hotel demand translated into a meaningful guidance raise, better margins, new assets, and a more flexible balance sheet. The business story is advancing clearly, even though GAAP net income was distorted lower by fewer asset-sale gains.

What to watch next

Fourth-quarter results including the two October acquisitions

Original filing on SEC EDGAR

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the raw filing — read the original on SEC.gov↗

decoded▸

AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

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Host Hotels earnings beat as RevPAR lifts 2026 guidance

What to watch next

More Host Hotels & Resorts, Inc. news

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