Xenia Hotels' profit and revenue both exceeded expectations

Orlando - On Tuesday, Xenia Hotels & Resorts, Inc. (NYSE: XHR) reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.45, beating estimates by $0.03, and revenue of $265.6 million, surpassing the market consensus of $264.8 million. Revenue increased 1.4% compared to $261.8 million in the same period last year.

The company’s stock remained flat in after-hours trading.

The hotel REIT announced an adjusted EBITDA of $63.6 million, up 7.5% year-over-year, with same-store RevPAR increasing 4.5% to $176.45.

Same-store hotel EBITDA surged 16.3% to $68.8 million, with profit margins expanding 214 basis points to 25.9%. Strong group and transient demand drove quarterly performance, with same-store total RevPAR rising 6.7% to $325.52.

“Strong group and transient demand drove a 4.5% increase in same-store RevPAR this quarter, continuing the 5.6% RevPAR growth momentum in our same-store portfolio in Q4 2024,” said Chairman and CEO Marcel Verbaas. “Growth in non-room revenue contributed to a 6.7% increase in total same-store RevPAR this quarter.”

For the full fiscal year 2025, Xenia reported adjusted FFO of $1.76 per diluted share, up 10.7% year-over-year, and adjusted EBITDA of $258.3 million, an increase of 8.9%.

The company’s guidance for 2026 shows adjusted FFO per diluted share in the range of $1.78 to $1.99, compared to the market consensus of $1.88.

The median estimate of $1.89 slightly exceeds analyst expectations.

Adjusted EBITDA is expected to be between $250 million and $270 million, with same-store RevPAR growth projected between 1.5% and 4.5%.

Xenia repurchased 2.7 million shares this quarter for $36.6 million and announced a first-quarter 2026 dividend of $0.14 per share.

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