Every material Form 8-K Host Hotels & Resorts has filed with the SEC since July 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Host Hotels & Resorts reported third-quarter 2026 revenues of $1,347 million, up 1.2% from a year earlier, while net income fell 56.4% to $71 million, mostly due to a smaller gain on asset sales. The company raised its full-year 2026 guidance, including net income of about $978 million, up from a prior midpoint of $953 million, and diluted earnings per share of $1.40, up from $1.36.
Q3 2026 revenues were $1,347 million versus $1,331 million, and diluted earnings per share were $0.10 versus $0.23 a year earlier.
Adjusted EBITDA re rose 8.8% to $347 million, and comparable hotel RevPAR grew 8.8% to $219.50.
Full-year 2026 comparable hotel RevPAR growth guidance was raised to 6.75% and Total RevPAR growth to 6.0%.
After quarter end, the company acquired 1 Hotel Brooklyn Bridge for $202 million and Renaissance Dallas at Plano Legacy West for $172 million, and amended its $2.5 billion credit facility.
Host Hotels & Resorts, through its operating partnership Host LP, entered into a restated senior unsecured credit agreement on October 21, 2026, replacing facilities that were due in January 2027 and January 2028. The filing describes the new revolver and term loans as maturing in January 2031 and January 2032, with pricing tied to the company's debt rating and a leverage-based pricing adjustment, and covenants substantially the same as before.
Revolver of $1.5 billion replaced with a new revolver in the same committed amount, maturing January 15, 2031, with extension options
Two term loans of $500 million each refinanced: Term A-1 maturing January 15, 2031 and Term A-2 maturing January 15, 2032
As of October 21, 2026, $500 million was outstanding under each term loan and no revolver borrowings other than existing letters of credit
Financial covenants are substantially the same as the prior agreement, including a leverage ratio not exceeding 7.25:1.00
Host Hotels & Resorts reported second-quarter 2026 revenue of $1.64 billion, up 3.4% from a year earlier, and net income of $241 million, up 7.1%. The company raised its full-year 2026 comparable hotel Total RevPAR and RevPAR growth guidance to 4.75% to 5.25%, and its diluted EPS guidance to $1.35 to $1.38 from $1.30 to $1.37, which points to higher expected profit for shareholders.
Q2 revenues were $1,640 million versus $1,586 million, and diluted EPS was $0.35 versus $0.32.
Comparable hotel RevPAR rose 7.0% to $251.53 in the quarter; the company said July comparable hotel RevPAR grew approximately 10%.
Full-year 2026 net income guidance is $944 million to $962 million, versus a previous range of $908 million to $955 million.
The second-quarter dividend of $0.92 per share, including a $0.72 special dividend, was paid on July 15, 2026.
Host Hotels & Resorts amended its distribution agreement for selling up to $600 million of common stock, extending its expiration from May 31, 2026 until the earlier of a $600 million sale, company termination, or termination by the agents or purchasers. The company has not sold any shares under the agreement to date, so the amendment sets no current dilution, but it keeps the option open for future equity sales.
Amendment dated May 27, 2026 extends the agreement's expiration from May 31, 2026.
Program covers up to $600 million of common stock, par value $0.01 per share, and no shares have been sold to date.
Settlement for shares sold is updated to the next business day (T+1); no other terms changed.
Host Hotels & Resorts reported first-quarter 2026 revenue of $1.6 billion, up 3.2%, and diluted earnings of $0.72 per share, up from $0.35. Net income more than doubled mainly because of a gain on asset sales, and the company raised its 2026 comparable hotel RevPAR growth guidance to 3.0% to 4.5%. It also declared a $0.92 per share second-quarter dividend, including a $0.72 special dividend tied to the Four Seasons sales.
Revenues were $1.6 billion ($1,645 million), up 3.2% from the first quarter of 2025.
Diluted earnings per share were $0.72, compared with $0.35; net income was $501 million, up 99.6%, primarily due to a gain on sale of assets.
2026 comparable hotel RevPAR guidance was raised to 3.0% to 4.5%; diluted earnings per share guidance is $1.30 to $1.37.
Second-quarter dividend is $0.92 per share ($0.20 regular plus $0.72 special), payable July 15, 2026 to holders of record on June 30, 2026.
Host Hotels & Resorts reported fourth-quarter 2025 net income of $137 million, up 25.7%, and diluted earnings per share of $0.20 versus $0.15 a year earlier. For full year 2025, net income rose 9.8% to $776 million and diluted EPS was $1.10 versus $0.99. The company guided 2026 diluted EPS to $1.19 to $1.27, but GAAP total revenue guidance of a 1.4% decline to a 0.1% increase reflects the hotel sales it completed.
Q4 2025 total revenues of $1.6 billion, up 12.3% from $1.4 billion; diluted EPS $0.20 versus $0.15
Full year 2025 net income of $776 million, up 9.8%; diluted EPS $1.10 versus $0.99
2026 guidance: net income of $836 million to $891 million; diluted EPS $1.19 to $1.27
Sold Four Seasons Resort Orlando and Four Seasons Jackson Hole in February 2026 for $1.1 billion; no share repurchases in Q4 2025
Host Hotels & Resorts, L.P. completed an underwritten public offering of $400 million of 4.250% Series N senior notes due 2028 on November 26, 2025. The company plans to use the proceeds, with cash on hand, to redeem all $400 million of its 4.500% Series F senior notes due 2026 on November 28, 2025, which refinances existing debt rather than adding a stated amount of new borrowing beyond that exchange.
Offering size: $400 million aggregate principal amount of 4.250% Series N senior notes due 2028, completed November 26, 2025
Use of proceeds: redeem all $400 million of 4.500% Series F senior notes due 2026 on November 28, 2025
Interest is paid semi-annually; notes are redeemable before November 15, 2028 at the greater of par or a make-whole price using Treasury Rate plus 15 basis points
Indenture requires an EBITDA-to-interest coverage ratio of at least 1.5x to incur additional debt
Host Hotels & Resorts, L.P. agreed to sell $400 million of 4.250% Series N senior notes due 2028 and expects about $395 million in net proceeds. It will use those proceeds, plus cash on hand, to redeem all $400 million of its Series F senior notes due 2026 on November 28, 2025, at 100% of principal plus accrued interest. The refinancing swaps 2026 debt for notes maturing in 2028, which is a routine debt management step.
Underwriting agreement dated November 12, 2025 with Wells Fargo Securities, Goldman Sachs & Co. and J.P. Morgan Securities as representatives
Series N senior notes: $400 million principal, 4.250% coupon, due 2028; estimated net proceeds about $395 million
Series F senior notes: $400 million to be redeemed on November 28, 2025 at 100.000% of principal plus accrued interest
Host Hotels & Resorts reported third quarter 2025 revenues of $1,331 million, up 0.9% from a year earlier, and GAAP net income of $163 million, up from $84 million, which the company said benefited from a gain on the sale of the Washington Marriott at Metro Center. Adjusted EBITDAre fell 3.3% to $319 million, and the company raised its full-year 2025 guidance, including net income of $780 million and diluted earnings per share of $1.11.
Q3 2025 revenues were $1,331 million, up 0.9%; diluted earnings per share were $0.23 versus $0.12 in Q3 2024.
Comparable hotel RevPAR rose 0.2% to $208.07; comparable hotel Total RevPAR rose 0.8% to $335.42.
Full-year 2025 guidance: comparable hotel RevPAR growth of about 3.0%, net income of $780 million, and Adjusted EBITDAre of $1,730 million, up from prior midpoints of $616 million and $1,705 million respectively.
Agreement with Marriott to spend $300 million to $350 million through 2029 on a second transformational capital program at four properties.
Host Hotels & Resorts reported second-quarter 2025 revenue of $1,586 million, up 8.2% from $1,466 million a year earlier, and raised its full-year 2025 guidance for net income and diluted earnings per share. Net income fell 7.0% to $225 million and diluted earnings per share fell 5.9% to $0.32, mainly because of a $47 million decrease in net gains on insurance settlements.
Q2 2025 revenue $1,586 million vs. $1,466 million in Q2 2024 (up 8.2%); diluted EPS $0.32 vs. $0.34 (down 5.9%)
Net income $225 million, down 7.0%, reflecting a $47 million decrease in net gains on insurance settlements
Full-year 2025 net income guidance raised to $601 to $631 million from $512 to $581 million; diluted EPS guidance raised to $0.85 to $0.90 from $0.72 to $0.82
Sold The Westin Cincinnati for $60 million and repurchased $105 million of common stock in Q2 2025
Host Hotels & Resorts, L.P., the operating partnership of Host Hotels & Resorts, Inc., completed a $500 million underwritten public offering of 5.700% Series M senior notes due 2032 on May 20, 2025. The company plans to use the proceeds, together with cash on hand, to redeem all $500 million of its 4.000% Series E senior notes due 2025, so the filing shows a debt refinancing rather than new net borrowing for expansion.
Offering: $500 million of 5.700% Series M senior notes due 2032, completed May 20, 2025
Proceeds, plus cash on hand, to redeem all $500 million of 4.000% Series E senior notes due 2025
Notes pay interest semi-annually; redeemable at a make-whole price before April 16, 2032 (Treasury rate plus 30 basis points)
Indenture requires EBITDA-to-interest coverage of at least 1.5x and total unencumbered assets of at least 150% of unsecured debt
Host Hotels & Resorts, L.P. agreed to sell $500 million of 5.700% Series M senior notes due 2032 and expects about $490 million in net proceeds. It will use those proceeds with cash on hand to redeem all $500 million of its Series E senior notes due 2025 on May 22, 2025, at 100% of principal plus accrued interest.
Underwriting agreement dated May 6, 2025 with Morgan Stanley, BofA Securities and J.P. Morgan as representatives
$500 million of 5.700% Series M senior notes due 2032; estimated net proceeds of about $490 million
Series E senior notes due 2025 to be redeemed on May 22, 2025 at 100.000% of principal plus accrued and unpaid interest
Host Hotels & Resorts reported first-quarter 2025 revenue of $1,594 million, up 8.4% from a year earlier, while net income fell 7.7% to $251 million and diluted earnings per share fell to $0.35 from $0.38. The company kept its 2025 comparable hotel RevPAR growth guidance at 0.5% to 2.5%, slightly cut its Total RevPAR guidance, and raised its 2025 net income and earnings per share guidance, which matters for shareholders because profit results declined in the quarter while full-year profit expectations moved higher.
Revenues were $1,594 million for the quarter ended March 31, 2025, up from $1,471 million; net income was $251 million, down from $272 million.
Comparable hotel RevPAR rose 7.0% to $240.18, and comparable hotel Total RevPAR rose 5.8%.
2025 net income guidance was raised to $512 million to $581 million from $486 million to $546 million.
2025 diluted EPS guidance was raised to $0.72 to $0.82 from $0.68 to $0.77; comparable hotel Total RevPAR guidance was trimmed to 0.7% to 2.7% from 1.0% to 3.0%.
Host Hotels & Resorts reported fourth quarter 2024 revenues of $1,428 million, up 7.9%, while GAAP net income fell 18.7% to $109 million and diluted EPS fell 21.1% to $0.15. For full year 2025, the company guided to net income of $486 million to $546 million, below the $707 million reported for 2024, and diluted EPS of $0.68 to $0.77.
Q4 2024 revenues $1,428 million, up 7.9%; Q4 net income $109 million, down 18.7%
Full year 2024 revenues $5,684 million, up 7.0%; net income $707 million, down 6.0%; diluted EPS $0.99 vs. $1.04
2025 guidance: net income $486 million to $546 million; Adjusted EBITDAre $1,590 million to $1,650 million; comparable hotel Total RevPAR growth of 1.0% to 3.0%
Regular quarterly dividend of $0.20 per share announced February 19, 2025, payable April 15, 2025
Host reported third-quarter 2024 revenue of $1.319 billion, up 8.6% from a year earlier, while net income fell 25.7% to $84 million and Adjusted EBITDAre fell 10.2% to $324 million, partly due to lower insurance gains and 2023 business interruption proceeds. The company cut its full-year 2024 net income and Adjusted EBITDAre forecast midpoints by $25 million and $15 million, though it kept its comparable hotel RevPAR and Total RevPAR guidance unchanged. Shareholders face lower expected 2024 earnings, with hurricane damage continuing to affect Florida properties into 2025.
Third-quarter revenues were $1.319 billion, up 8.6% from $1.214 billion; diluted EPS was $0.12 versus $0.16.
Full-year 2024 net income guidance midpoint is $687 million, down from $712 million; Adjusted EBITDAre guidance midpoint is $1,630 million, down from $1,645 million.
Comparable hotel Total RevPAR rose 3.1% in the quarter; full-year RevPAR and Total RevPAR guidance was maintained.
The Don CeSar remains closed after Hurricanes Helene and Milton, with a phased reopening expected beginning in late first quarter 2025.
Host Hotels & Resorts' operating partnership completed a $700 million public offering of 5.500% Series L senior notes due 2035 on August 12, 2024. The company plans to use the proceeds to repay all $525 million of revolver borrowings, including amounts used for recent hotel acquisitions, which keeps the credit facility's commitments intact.
Host L.P. sold $700 million of 5.500% Series L senior notes due 2035, completed August 12, 2024
Net proceeds intended to repay all $525 million outstanding under the revolver, without reducing commitments
Borrowings partly tied to recent acquisitions of The Ritz-Carlton O'ahu, Turtle Bay and 1 Hotel Central Park
Notes can be redeemed before January 15, 2035 at the greater of par or a make-whole price set at Treasury plus 30 basis points
Host Hotels & Resorts reported second-quarter 2024 revenue of $1.466 billion, up 5.2%, and net income of $242 million, up 13.1%, with diluted EPS of $0.34 versus $0.29. The company lowered its full-year 2024 guidance, citing a slower Maui recovery and moderating leisure demand, which lowers the midpoints of net income and Adjusted EBITDAre for shareholders.
Q2 2024 revenue was $1.466 billion, up 5.2%, and comparable hotel RevPAR rose 0.1%.
Q2 net income was $242 million, up 13.1%, helped by $53 million more in insurance settlement gains than in Q2 2023.
Full-year 2024 net income guidance is $683 million to $741 million, a $35 million cut at the midpoint versus the prior range of $719 million to $775 million.
Full-year 2024 diluted EPS guidance is $0.95 to $1.03, down $0.05 at the midpoint from $1.00 to $1.08.
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