Host Hotels & Resorts, Inc.

(NASDAQ Global Select)
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Bullish +75

Host Hotels (HST) Tops Q1 FFO and Revenue Estimates

AI-generated analysis

📊 Host Hotels reported Q1 Funds From Operations (FFO) of $0.67 per share, beating the consensus estimate of $0.63 and showing year-over-year growth to $0.64.

💰 The company generated $1.65 billion in revenue for the quarter ended March 2026, surpassing analyst expectations by 0.86%.

🔁 Host Hotels has exceeded consensus FFO estimates in four consecutive quarters.

📈 Since the start of the year, Host Hotels shares have gained approximately 20.2%, significantly outperforming the S&P 500's 6% increase.

⚖️ Based on mixed estimate revisions ahead of earnings, the stock currently holds a Zacks Rank #3 (Hold) with expectations to track the market.

🔮 Analysts expect the upcoming quarter's FFO to be $0.61 per share on revenues of $1.64 billion for Host Hotels & Resorts.

🏨 The broader REIT and Equity Trust - Other industry is ranked in the top 24% by Zacks, suggesting a positive sector outlook.

📉 Peer company Chatham Lodging (CLDT) has not yet released its Q1 results, which are scheduled for May 7.

💡 Chatham Lodging is expected to report earnings of $0.16 per share, representing a 14.3% increase from the same quarter last year.

📉 Estimates for Chatham Lodging suggest revenue will be $65.17 million, down 5.1% compared to the year-ago period.

Bullish Signals
  • Host Hotels (HST) reported quarterly funds from operations (FFO) of $0.67 per share, surpassing the Zacks Consensus Estimate of $0.63 per share.
  • The company has beaten consensus FFO estimates four times over the last four quarters, demonstrating consistent performance above analyst expectations.
  • Host Hotels posted revenues of $1.65 billion for the quarter ended March 2026, topping consensus revenue estimates and exceeding year-ago revenues of $1.59 billion.
  • Host Hotels shares have gained approximately 20.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 6%.
  • The company operates within the Zacks REIT and Equity Trust - Other industry, which is currently ranked in the top 24% of the 250 plus Zacks industries.
  • Historical research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1, providing a favorable industry backdrop.
Risk Factors
  • Host Hotels shares are currently rated with a Zacks Rank #3 (Hold), indicating expectations for the stock to perform merely in line with the market rather than outperforming.
  • The Zacks Industry Rank for REIT and Equity Trust - Other places Host Hotels in the top 24% of industries, meaning it lags behind the majority of its peers which historically outperform the bottom 50% by a factor of more than 2 to 1.
  • Competitor Chatham Lodging Trust (CLDT) is expected to report revenue of $65.17 million for the quarter ended March 2026, representing a decline of 5.1% year-over-year.
Full Analysis
Host Hotels & Resorts, Inc. (HST) surpassed analyst expectations for its first quarter ended March 2026, reporting Funds From Operations (FFO) of $0.67 per share against a consensus estimate of $0.63 per share. This represents a 7% positive surprise compared to the previous quarter's 8% beat and marks the fourth consecutive quarter where the company has exceeded FFO consensus forecasts. Revenue for the quarter was reported at $1.65 billion, which is slightly higher than the estimated $1.64 billion and compares favorably to the year-ago figure of $1.59 billion, highlighting consistent revenue growth amidst a challenging lodging environment. Despite these positive operational results, the stock's Zacks Rank remains #3 (Hold) due to mixed analyst estimate revisions ahead of the report. Consequently, short-term expectations suggest the shares may trade in line with the broader market. Analysts note that future performance will rely heavily on management commentary from the upcoming earnings call regarding the sustainability of these numbers and long-term outlook. The lodging industry as a whole is currently ranked in the top 24% among Zacks industries, suggesting potential for outperformance compared to the bottom half of sectors over the next several months. Contextually, Host Hotels has significantly outperformed the S&P 500 this year with a gain of approximately 20.2%, contrasting sharply with the index's 6% return. Investors are advised to monitor estimate changes for upcoming quarters and the current fiscal year, which currently projects $2.09 in earnings per share on $6.14 billion in revenue. The article also highlights peer company Chatham Lodging Trust (CLDT), noting its pending report is scheduled for May 7 with expected EPS of $0.16 and revenues anticipated to decline by roughly 5%.