Host Hotels & Resorts, Inc. (HST) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Host Hotels & Resorts published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Host Hotels & Resorts reports EPS two ways: GAAP, under the accounting rules every US filer follows, and NAREIT FFO per diluted share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Host Hotels & Resorts is a REIT. Revenue here is the "Total revenues" line of its GAAP statement of operations, and the rows above are that statement's revenue lines, not reporting segments. The adjusted line is NAREIT FFO per diluted share, a non-GAAP measure Host reconciles to diluted EPS in its release.
• Host's comparable hotel figures exclude hotels sold in 2025 and 2026, and Alila Ventana Big Sur, which was removed from the comparable set after it closed for one month during a wildfire evacuation. The year-ago comparable figures are restated to the current set, so they differ from those Host printed in its Q3 2025 release.

Source: Host Hotels & Resorts Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Host Hotels & Resorts splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Host Hotels & Resorts's Rooms revenue was $841 million in Q3 2026, up 2% from $826 million in Q3 2025, 62% of total revenue.
• Host Hotels & Resorts's Food and beverage revenue was $367 million in Q3 2026, up 1% from $364 million in Q3 2025, 27% of total revenue.
• Host Hotels & Resorts's Other revenue was $132 million in Q3 2026, down 6% from $141 million in Q3 2025, 10% of total revenue.
• Host Hotels & Resorts's Condominium sales revenue was $7.0 million in Q3 2026, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Host Hotels & Resorts said:

“We now expect full year comparable hotel RevPAR growth of approximately 6.75% and comparable hotel Total RevPAR growth of approximately 6.0% over 2025, both of which are above the high end of our previously announced guidance ranges.”

“Comparable hotel RevPAR for October also grew approximately 6.5% over 2025.”

“Full year operating profit margins and comparable hotel EBITDA margins are expected to increase compared to 2025, as rate improvements offset increases in wage expense.”

Source: Host Hotels & Resorts Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the HST forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenues and diluted earnings per common share, each as first reported in that quarter's release. Host attributed most of the rise in Q1 2026 net income to the gain on sale of assets in that quarter.

We do not hold a confirmed date for Host Hotels & Resorts's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Host Hotels & Resorts reported total revenues of $1,347 million for Q3 2026, up 1.2% from $1,331 million. Rooms brought in $841 million, food and beverage $367 million and other revenue $132 million, plus $7 million from the sale of one villa at the condominium development next to the Four Seasons Resort Orlando at Walt Disney World Resort. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026; Host Hotels & Resorts Form 10-Q, Q3 2026, Nov 6, 2026)

Host's reported growth was held down by asset sales. The 10-Q says improvements in hotel operations were partially offset by the 2025 and 2026 dispositions and by the one-month closure of Alila Ventana Big Sur during wildfire evacuations. In 2026 Host sold The St. Regis Houston in January, the Four Seasons resorts in Jackson Hole and Orlando in February for a combined sales price of $1,100 million, and the Sheraton Parsippany Hotel in June. (Host Hotels & Resorts Form 10-Q, Q3 2026, Nov 6, 2026)

On the comparable set of hotels, Host's revenues rose 7.4% to $1,312 million. Comparable hotel RevPAR was $219.50, up 8.8%, from room rates up 5.7% and occupancy up 2.1 points. Host credited transient demand boosted by the World Cup, more business travel and more group bookings, despite an active hurricane season in Hawaii. 11 of its 24 domestic markets had double-digit increases in comparable hotel Total RevPAR. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

Host's customers fall into transient, group and contract business, which made up about 61%, 34% and 5% of its full year 2025 room sales. In Q3 2026 transient rooms revenues were $528 million, up 11.5%, group $251 million, up 4.5%, and contract $48 million, up 4.6%. By market, Maui had the highest comparable RevPAR at $484.92, while Phoenix fell 32.0% to $110.47. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

Host depends on one manager. About 64% of its hotels, measured by 2025 hotel revenues, are managed or franchised by Marriott International, and hotels managed or franchised by Hyatt account for about 17% of total hotel revenues. Host owns 72 properties in the United States and five internationally, with about 41,800 rooms. (Host Hotels & Resorts Form 10-K, 2025, Feb 25, 2026; Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

Host Hotels & Resorts' diluted EPS fell to $0.10 from $0.23 even though operating profit rose to $121 million from $101 million. The year-ago quarter carried a $122 million gain on dispositions, while Q3 2026 had a $6 million loss on dispositions, so net income attributable to Host fell to $70 million from $161 million. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

As a REIT, Host reports NAREIT FFO, which adds back depreciation and amortization ($187 million in the quarter) and removes gains and losses on dispositions. NAREIT FFO was $261 million, or $0.38 per diluted share, up 11.8% from $0.34. Adjusted FFO, which also adds back $7 million of non-cash stock-based compensation, was $0.39 per diluted share against $0.35. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

Host's diluted weighted average shares were 687.3 million against 689.5 million a year earlier. Host bought back no shares in Q3 2026; in the first nine months it repurchased 4.0 million shares at an average price of $18.97, for $75 million, and had $405 million left under its program. It paid a third quarter dividend of $0.20 per share on October 15, 2026. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026; Host Hotels & Resorts Form 10-Q, Q3 2026, Nov 6, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Host Hotels & Resorts gives a full-year outlook in each release. For 2026 it now expects comparable hotel RevPAR growth of about 6.75% and comparable hotel Total RevPAR growth of about 6.0%, up from 5.0% for both at the previous midpoint. It raised its forecast for net income to $978 million, Adjusted EBITDAre to $1,865 million, diluted EPS to $1.40, NAREIT FFO per diluted share to $2.17 and Adjusted FFO per diluted share to $2.21. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

The guidance includes about $18 million of net contribution from Orlando condominium sales expected to close this year, and the two hotels Host bought after quarter end: the 1 Hotel Brooklyn Bridge for $202 million and the Renaissance Dallas at Plano Legacy West Hotel for $172 million. Host said comparable hotel RevPAR for October grew about 6.5% over 2025. (Host Hotels & Resorts Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Host Hotels & Resorts, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Host Hotels & Resorts's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning HST is on is HST a buy or a sell?, what analysts expect next is on the HST forecast, and what the company does is on the Host Hotels & Resorts, Inc. (HST) stock page.

Every number on this page can be traced to a document Host Hotels & Resorts published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.