Equity Profile

HST

Host Hotels & Resorts, Inc.

Real EstateHotel & Resort REITs$15.6B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Host Hotels & Resorts, Inc. (HST) is a leading real estate investment trust (REIT) that owns and operates upscale hotels and resorts....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps gauge how well the company is managing its expenses and generating income.

$0.34

Revenue

Revenue figures provide insight into the company's sales performance and overall demand for its hotel offerings.

$1.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

HST Q2-2026 Earnings Preview

Context

Company Snapshot

Host Hotels & Resorts, Inc. (HST) is a leading real estate investment trust (REIT) that owns and operates upscale hotels and resorts. As a major player in the hospitality sector, its performance is closely tied to consumer spending and travel trends, making it an important indicator of the broader economic landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.04%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1 2026, Host Hotels reported an EPS of $0.66, surpassing expectations of $0.63, which reflects strong operational performance. The stock reacted positively, gaining 1.74% the following day.

Management Promises & Guidance

Continue focusing on enhancing guest experiences and operational efficiencies.
Maintain a strong balance sheet to support future growth.
Explore opportunities for acquisitions to expand the portfolio.

Expectations

Wall Street Expectations

Analysts expect Host Hotels to report solid earnings this quarter, driven by a rebound in travel and hospitality demand. The consensus estimates suggest continued growth in both EPS and revenue.

Bull Case

If the company can exceed the EPS estimate and show strong revenue growth, it could indicate robust demand and effective cost management, leading to a positive market reaction.

Bear Case

Conversely, if earnings fall short of expectations or if management provides cautious guidance regarding future bookings, it could raise concerns about the sustainability of the recovery in the hospitality sector.

Key Metrics to Watch

EPS

$0.34

Earnings per share is a key indicator of profitability and helps gauge how well the company is managing its expenses and generating income.

Revenue

$1.6B

Revenue figures provide insight into the company's sales performance and overall demand for its hotel offerings.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the company achieve an EPS of $0.34 or better?

This number is crucial as it will indicate whether the company is maintaining its profitability amid changing market conditions.

What is the outlook for revenue growth in the upcoming quarters?

Understanding revenue trends will help gauge the demand for hotel stays and the overall health of the hospitality sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of increased travel demand and operational improvements on profitability this quarter.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong management performance.

Recent trends in travel bookings suggest a faster recovery than anticipated, which could boost revenue.

Options pricing reflects a higher expected move than historical averages, suggesting traders are anticipating significant news.

Key Risk

If the EPS comes in below $0.30, it could undermine confidence in the company's recovery narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the ongoing recovery in the hospitality industry and the company's ability to capitalize on it.

Bull Confirmed If

An EPS of $0.36 or higher would confirm strong operational performance and positive market sentiment.

Bear Confirmed If

An EPS below $0.30 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±10.60%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.6% while HST has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (3K)P/C Ratio: 11.71Puts (89K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Host Hotels beats expectations, history suggests the stock could rise by around 0.52% on the following day, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 1.16% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on occupancy rates and average daily rates in their hotels.
2Insights into the company's strategies for managing costs and improving margins.
3Management's outlook on travel trends and consumer spending for the remainder of the year.
4Details on any new acquisitions or investments planned to expand the portfolio.
5Comments on competitive pressures and how they are positioning against peers.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

PreviewView

Jul27

ARLPBMO

Company Snapshot

Host Hotels & Resorts, Inc. (HST) is a leading real estate investment trust (REIT) that owns and operates upscale hotels and resorts....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps gauge how well the company is managing its expenses and generating income.

$0.34

Revenue

Revenue figures provide insight into the company's sales performance and overall demand for its hotel offerings.

$1.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

HST Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.04%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1 2026, Host Hotels reported an EPS of $0.66, surpassing expectations of $0.63, which reflects strong operational performance. The stock reacted positively, gaining 1.74% the following day.

Management Promises & Guidance

Continue focusing on enhancing guest experiences and operational efficiencies.
Maintain a strong balance sheet to support future growth.
Explore opportunities for acquisitions to expand the portfolio.

Expectations

Wall Street Expectations

Analysts expect Host Hotels to report solid earnings this quarter, driven by a rebound in travel and hospitality demand. The consensus estimates suggest continued growth in both EPS and revenue.

Bull Case

If the company can exceed the EPS estimate and show strong revenue growth, it could indicate robust demand and effective cost management, leading to a positive market reaction.

Bear Case

Key Metrics to Watch

EPS

$0.34

Earnings per share is a key indicator of profitability and helps gauge how well the company is managing its expenses and generating income.

Revenue

$1.6B

Revenue figures provide insight into the company's sales performance and overall demand for its hotel offerings.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the company achieve an EPS of $0.34 or better?

This number is crucial as it will indicate whether the company is maintaining its profitability amid changing market conditions.

What is the outlook for revenue growth in the upcoming quarters?

Understanding revenue trends will help gauge the demand for hotel stays and the overall health of the hospitality sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of increased travel demand and operational improvements on profitability this quarter.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong management performance.

Recent trends in travel bookings suggest a faster recovery than anticipated, which could boost revenue.

Options pricing reflects a higher expected move than historical averages, suggesting traders are anticipating significant news.

Key Risk

If the EPS comes in below $0.30, it could undermine confidence in the company's recovery narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the ongoing recovery in the hospitality industry and the company's ability to capitalize on it.

Bull Confirmed If

An EPS of $0.36 or higher would confirm strong operational performance and positive market sentiment.

Bear Confirmed If

An EPS below $0.30 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±10.60%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.6% while HST has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (3K)P/C Ratio: 11.71Puts (89K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Host Hotels beats expectations, history suggests the stock could rise by around 0.52% on the following day, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 1.16% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on occupancy rates and average daily rates in their hotels.
2Insights into the company's strategies for managing costs and improving margins.
3Management's outlook on travel trends and consumer spending for the remainder of the year.
4Details on any new acquisitions or investments planned to expand the portfolio.
5Comments on competitive pressures and how they are positioning against peers.