Host Hotels & Resorts, Inc. · HST · Next earnings

Host Hotels & Resorts, Inc. reports Wednesday, Nov 4, 2026

HST reports after market close with consensus EPS at $0.09 and revenue at $1.35B. Last quarter: Host Hotels Beats Q1 Estimates, Raises 2026 RevPAR Guidance on Strong Leisure Demand

Reports After market close45 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.09 Calendar consensus
Consensus revenue $1.35B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where HST left off: FY2026 Q1

Full report

Host Hotels Beats Q1 Estimates, Raises 2026 RevPAR Guidance on Strong Leisure Demand

EPS surprise +87.4% Reported $0.67 vs $0.36
Revenue surprise +3.2% Reported $1.65B vs $1.59B
Stock move -0.0% Event window
Subsequent drift +13.6% Up to 20 sessions

2026 comparable hotel RevPAR growth guidance raised from 2%-4% to 3%-4.5%. Capex guidance increased from $525-$625 million to $545-$655 million. Guidance sentiment moved from maintained (Q4 2025) to raised (Q1 2026).

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Weather-related disruptions, including impacts from Hurricanes Helene, Milton, and a Kona Low rainstorm in Hawaii.
  • Geopolitical uncertainty affecting international travel preferences.
  • Wage and benefit inflation potentially offsetting productivity gains.
  • Dependence on special events such as the FIFA World Cup and Super Bowl for transient demand.
  • High acquisition pricing environment limiting opportunistic purchases.

Questions analysts left open

  • Impact and timing of World Cup-related revenue and occupancy.
  • Return on non-room versus room revenue streams.
  • Weather impact on Hawaii properties and rebooking dynamics.
  • Effect of Marriott Bonvoy program changes on revenue.
  • Potential for acquisitions or dispositions in a high-priced market.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.