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AI-extracted from the 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Host Hotels posted Q2 FY2026 total revenue of $1.64B (+3.4% YoY) as comparable hotel RevPAR jumped 7.0% on FIFA World Cup-driven leisure and group demand, even as six hotel dispositions cut revenue by $95M.
Biggest Revenue Drivers
Rooms$954M+0.5% YoY
Comparable-hotel rooms revenue rose 7.1% on higher average room rates from leisure transient demand and group business, offset by dispositions.
Food and beverage$484M+1.3% YoY
Comparable-hotel F&B revenue up 5.8% driven by banquet and audio-visual revenue from strong group contribution.
Biggest Revenue Drivers
Total revenue: $1.64B+3.4% YoY
Rooms$954M+0.5% YoY
Comparable-hotel rooms revenue rose 7.1% on higher average room rates from leisure transient demand and group business, offset by dispositions.
Food and beverage$484M+1.3% YoY
Comparable-hotel F&B revenue up 5.8% driven by banquet and audio-visual revenue from strong group contribution.
Other$149M-6.3% YoY
Decline reflects reduction from 2025/2026 hotel dispositions.
Condominium sales$53MN/M
Revenue from sale of seven villas adjacent to the Four Seasons Resort Orlando development.
Largest Expense Items
Other departmental and support expenses$371M-1.1% YoY
Comparable-hotel expenses rose 6.1% on higher wage expense, offset by disposition-related reductions.
Food and beverage$311M-0.6% YoY
Comparable-hotel F&B expenses up 5.5%, tracking higher F&B revenue.
Rooms$231M-0.9% YoY
Comparable-hotel rooms expense up 4.6% driven by overall wage rate increases.
Depreciation and amortization$193M-1.0% YoY
Decrease reflects impact of 2025/2026 hotel dispositions.
Margins: GAAP operating profit margin improved 40 bps to 17.9% and comparable hotel EBITDA margin improved 60 bps to 31.9%, as room rate gains offset higher wage expense and a $9M year-over-year decline in insurance settlement gains.
Watch Items from the Filing
Six hotel dispositions in 2025-2026 reduced second-quarter revenue by $95 million, partially masked by $53 million of one-time condominium sale revenue.
The filing flags risk from 'a single manager, Marriott International, managing a significant percentage of our hotels,' concentrating operational dependence on one operator.
Following the $1.1B sale of two Four Seasons properties, the Board approved a $0.72 special dividend distributing ~$500M of taxable gain, paid July 15, 2026.
Total debt stands at $5.1 billion with a 4.8% weighted average rate; next maturity is a $500 million term loan due January 2027.
Management expects full-year 2026 comparable hotel RevPAR growth of 4.75%-5.25%, with year-over-year margin comparisons moderating in the second half due to lower room rate growth expectations.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Ottinger JosephSVP & Corp. ControllerShares withheld for tax or exercise price · May 14, 2026
Congress trading in HST
7 transactions in HST reported by 5 members of Congress under the STOCK Act, most recent trade Jan 9, 2026. Reported transactions, not recommendations.
About HOST HOTELS & RESORTS, INC. (HST): stock profile, AI score and financials
HOST HOTELS & RESORTS, INC. (HST) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores HST at 68.6/100 on a composite quality score built from its SEC filings, placing it at rank #15 of 148 stocks — the top 25% of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), HOST HOTELS & RESORTS, INC. reports quarterly revenue of $1.6B, net income of $237.0M, an operating margin of 17.9%. Top institutional holders of HST by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, COHEN & STEERS, based on the most recent SEC filings. HST trades on the Nasdaq exchange and files with the SEC under CIK 1070750. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HOST HOTELS & RESORTS, INC. directly from SEC EDGAR.