Xenia Hotels & Resorts Q4 Earnings Call Highlights

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MarketBeat

Wed, February 25, 2026 astatine 6:52 AM CST 9 min read

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Strong 2025 results: Xenia delivered full RevPAR maturation of 8% (same‑property full RevPAR up 8%) driven by a 13.4% summation successful food-and-beverage and robust radical demand, with double‑digit adjusted FFO per‑share maturation and implicit $120 million successful stock repurchases.
Solid liquidity and superior moves: Year‑end indebtedness was astir $1.4 billion (WAC 5.51%) with astir $575 million full liquidity (including an undrawn $500M revolver), 28 of 30 hotels escaped of property‑level debt, and the merchantability of Fairmont Dallas to debar ~$80 million of aboriginal capex.
2026 outlook: Management expects same‑property RevPAR maturation of 1.5%–4.5% (3% midpoint) and adjusted FFO per stock of astir $1.89 astatine the midpoint (~7% growth), with $70–80 million of planned capex and flimsy borderline unit from higher wage and operating costs.
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Xenia Hotels & Resorts (NYSE:XHR) elaborate fourth-quarter and full-year 2025 results and provided its archetypal 2026 outlook connected its net telephone held February 24, 2026, highlighting beardown radical demand, continued maturation successful food-and-beverage and ancillary revenues, and ongoing superior concern crossed its 30-hotel same-property portfolio.

Chairman and CEO Marcel Verbaas said 2025 show exceeded the company’s expectations, citing “significant maturation successful nutrient and beverage and different revenues” that helped thrust total RevPAR maturation of 8% for the year. He besides pointed to a beardown twelvemonth for superior allocation, including much than $120 cardinal successful stock repurchases and double-digit percent maturation successful adjusted FFO per stock compared to 2024.

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For the fourth quarter, Xenia reported:

Net income: $6.1 million
Adjusted EBITDAre: $63.6 million
Adjusted FFO per share: $0.45
Same-property RevPAR: up 4.5% twelvemonth implicit year
Same-property full RevPAR: up 6.7% twelvemonth implicit year

Verbaas attributed quarterly maturation to beardown radical and transient request and continued spot successful non-room revenues. He cited the ongoing ramp astatine the precocious renovated and upbranded Grand Hyatt Scottsdale and beardown results successful Santa Barbara, Orlando, San Diego, and Santa Clara arsenic cardinal drivers. He besides noted Houston-area hotels posted RevPAR and full RevPAR maturation arsenic that marketplace improved aft hard comparisons earlier successful the year.

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On profitability, the institution reported same-property fourth-quarter edifice EBITDA of $68.8 million, up 16.3% versus 2024, and hotel EBITDA borderline up 214 ground points, arsenic gross maturation outpaced operating disbursal increases.

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