| HST |
Report |
Adjusted FFO/AFFO per share (Q2) |
BEAT |
pred ~$0.67 vs. cons $0.62 |
HIGH |
| HST |
Report |
Comparable Hotel RevPAR (Q2) |
BEAT |
pred ~$250 vs. cons $244.77 |
MEDIUM |
| HST |
Report |
Total Revenue (Q2) |
BEAT |
pred ~$1.65B vs. cons $1.62B |
MEDIUM |
| HST |
Guide |
FY2026 Adjusted FFO per share guidance |
BETTER |
guide ~$2.15-2.20 (mid $2.17) vs. cons $2.13 (FY2026) |
MEDIUM |
| HST |
Guide |
FY2026 Comparable Hotel RevPAR growth guidance |
BETTER |
guide ~3.5%-5.0% (mid ~4.25%) vs. prior guide mid 3.75% (FY2026) |
MEDIUM |
| HST |
Guide |
2H2026 RevPAR growth deceleration commentary |
UNCHANGED |
guide ~low-single-digit (~2%) vs. cons expectation ~2% deceleration (2H2026) |
MEDIUM |
| HST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| HST |
Return |
5-day cumulative residual |
-0.4% (FADE) |
Q2 captures the peak (~two-thirds) of the World Cup RevPAR tailwind, so even a clean beat and modest full-year raise leaves Q3/Q4 comps tougher and rate growth decelerating to low-single digits; analysts likely trim out-quarter RevPAR/AFFO estimates as they roll forward, causing the initial pop to fade as the 'sell-the-news' dynamic (stock already +46% YoY, trading above mean PT) reasserts itself over the following days. |
MEDIUM |