Earnings summaries and quarterly performance for RLJ Lodging Trust.
Executive leadership at RLJ Lodging Trust.
Board of directors at RLJ Lodging Trust.
Research analysts who have asked questions during RLJ Lodging Trust earnings calls.
Chris Woronka
Deutsche Bank AG
6 questions for RLJ
Also covers: CAR, DRH, FUN +13 more
GM
Gregory Miller
Truist Securities
5 questions for RLJ
Also covers: HST, MCFT, OSW +2 more
MB
Michael Bellisario
Robert W. Baird & Co.
5 questions for RLJ
Also covers: AHT, APLE, BHR +11 more
AW
Austin Wurschmidt
KeyBanc Capital Markets Inc.
4 questions for RLJ
Also covers: AHR, AIV, AMH +20 more
Chris Darling
Green Street
4 questions for RLJ
Also covers: APLE, DRH, GLPI +6 more
Tyler Batory
Oppenheimer & Co. Inc.
4 questions for RLJ
Also covers: APLE, BZH, CLDT +8 more
Floris van Dijkum
Compass Point Research & Trading
3 questions for RLJ
Also covers: AKR, ALX, APLE +21 more
Jack Armstrong
Wells Fargo
3 questions for RLJ
Also covers: APLE, DRH, HST +3 more
DK
Dori Kesten
Wells Fargo & Company
2 questions for RLJ
Also covers: APLE, BRX, DRH +15 more
JJ
Jonathan Jenkins
B. Riley Securities
2 questions for RLJ
Also covers: AHT, BHR, CLDT +2 more
Joshua Friedland
KeyBanc Capital Markets
2 questions for RLJ
Also covers: APLE, INN, XHR
Rich Hightower
Barclays
2 questions for RLJ
Also covers: ADC, AMH, APLE +25 more
Daniel Hogan
Baird
1 question for RLJ
Also covers: APLE, BHR, DRH +5 more
Kenneth Billingsley
Compass Point Research & Trading LLC
1 question for RLJ
Also covers: APLE, CURB, DRH +5 more
Recent press releases and 8-K filings for RLJ.
RLJ Lodging Trust Reports Stronger-Than-Expected Q4 2025 Results and Strengthens Balance Sheet
RLJ
Earnings
Debt Issuance
New Projects/Investments
- RLJ Lodging Trust reported Q4 2025 adjusted FFO per diluted share of $0.32 and a RevPAR decline of 1.5%, which came in ahead of expectations despite a choppy operating environment and government shutdown.
- The company strengthened its balance sheet by addressing all near-term debt maturities in 2025 and executing financing transactions that extend debt maturities through 2028, resulting in no maturities before 2029 and $600 million available under its undrawn corporate revolver.
- Performance was driven by the outperformance of urban markets, 7.2% growth in non-room revenues, and disciplined cost management, contributing to Q4 2025 comparable hotel EBITDA of $87.8 million and 27% margins.
- Strategic actions included the Nashville conversion, advancing the Boston conversion to Tapestry, and opportunistic asset sales, with plans for more asset sales in 2026.
1 day ago
RLJ Lodging Trust Reports Q4 2025 Results and Provides 2026 Outlook
RLJ
Earnings
Guidance Update
Debt Issuance
- RLJ Lodging Trust reported solid Q4 2025 results that exceeded expectations, despite a challenging operating environment. The company experienced a RevPAR decline of 1.5% and achieved adjusted FFO per diluted share of $0.32. Performance was bolstered by the outperformance of urban markets, 7.2% growth in non-room revenues, and disciplined cost management.
- For 2026, RLJ Lodging Trust projects comparable RevPAR growth to range between 0.5% and 3%, corporate adjusted EBITDA between $312 million and $342 million, and adjusted FFO per diluted share between $1.21 and $1.41. Total revenue growth is anticipated to outpace RevPAR growth by approximately 50 basis points due to successful out-of-room spend initiatives.
- The company strengthened its balance sheet by proactively addressing all near-term debt maturities in 2025 and executing four financing transactions that extend maturities through 2028, ensuring no maturities before 2029. RLJ ended Q4 2025 with over $1 billion of liquidity. Capital allocation in 2025 included selling three properties for $73.7 million and repurchasing 3.3 million shares for $28.6 million, alongside a quarterly dividend of $0.15 per share.
1 day ago
RLJ Lodging Trust Reports Q4 2025 Results and Provides 2026 Outlook
RLJ
Earnings
Guidance Update
New Projects/Investments
- RLJ Lodging Trust reported a 1.5% RevPAR decline in Q4 2025, but total revenue grew 0.2% due to a 7.2% increase in non-room revenues. Adjusted FFO per diluted share for the quarter was $0.32.
- The company strengthened its balance sheet by addressing all debt maturities through 2028, ending Q4 2025 with over $1 billion of liquidity. In 2025, $120 million was returned to shareholders through share repurchases and dividends.
- For 2026, RLJ Lodging Trust anticipates comparable RevPAR growth between 0.5% and 3% and Adjusted FFO per diluted share between $1.21 and $1.41. Strategic conversions, such as the Wyndham Boston to Tapestry, are projected to yield substantial EBITDA upside.
1 day ago
RLJ Lodging Trust Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook, and Refinances Debt
RLJ
Earnings
Guidance Update
Debt Issuance
- RLJ Lodging Trust reported Adjusted FFO per diluted common share and unit of $0.32 for Q4 2025 and $1.39 for the Full Year 2025.
- The company provided a Full Year 2026 Adjusted FFO per diluted share outlook of $1.21 to $1.41 and anticipates Comparable RevPAR Growth of +0.5% to +3.0%.
- RLJ Lodging Trust successfully addressed all debt maturities through 2028 by completing refinancing in February 2026, with the next debt maturity not until 2029.
- As of December 31, 2025, the company had over $1.0 billion of liquidity, including $410.2 million of unrestricted cash and $600.0 million in undrawn revolver capacity.
- During 2025, the company repurchased 3.3 million shares for approximately $28.6 million and sold two hotels for $49.5 million in Q4 2025.
2 days ago
RLJ Lodging Trust Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook
RLJ
Earnings
Guidance Update
Debt Issuance
- RLJ Lodging Trust reported Q4 2025 Adjusted FFO per diluted common share and unit of $0.32 and Full Year 2025 Adjusted FFO of $1.39.
- The company provided a 2026 outlook, projecting Comparable RevPAR Growth of +0.5% to +3.0% and Adjusted FFO per diluted share between $1.21 and $1.41.
- In February 2026, the company refinanced all debt maturities through 2028, with the next maturity not until 2029, and ended 2025 with over $1.0 billion of liquidity.
- During 2025, RLJ Lodging Trust repurchased 3.3 million shares for approximately $28.6 million and declared a Q4 2025 cash dividend of $0.15 per common share.
2 days ago
RLJ Lodging Trust Completes Debt Refinancing Transactions
RLJ
Debt Issuance
- RLJ Lodging Trust successfully completed refinancing transactions for all debt maturities through 2028, strengthening its balance sheet and laddering its debt maturity schedule.
- The refinancing included extending its $600 million revolving credit facility to 2031 and upsizing an existing term loan to approximately $569 million (Tranche A-1 Term Loan) maturing in 2031.
- A new seven-year, $150 million delayed-draw term loan was also entered into, with a maturity date of February 11, 2033.
- The company refinanced two mortgage loans with an outstanding principal amount of $154.8 million, extending their maturity to April 2031.
- The incremental proceeds from the delayed draw term loans are intended to repay the $500 million senior notes due July 2026.
Feb 18, 2026, 10:02 PM
RLJ Lodging Trust Completes Debt Refinancing Transactions
RLJ
Debt Issuance
- RLJ Lodging Trust successfully refinanced all of its debt maturities through 2028, with the next debt maturity now scheduled for 2029.
- The refinancing included extending the maturity of its $600 million revolver to 2031 and upsizing an existing term loan to approximately $570 million maturing in 2031.
- The company also entered into a new seven-year, $150 million delayed-draw term loan that matures in 2033.
- Additionally, two mortgage loans totaling approximately $155 million that were maturing in 2026 were refinanced, extending their maturity to April 2031.
- The incremental proceeds from the delayed-draw term loans are intended to pay off the $500 million senior notes at their maturity in July 2026.
Feb 18, 2026, 2:00 PM
RLJ Reports Q3 2025 Results and Adjusts Full-Year Outlook
RLJ
Earnings
Guidance Update
New Projects/Investments
- In Q3 2025, RLJ experienced a 5.1% decline in REVPAR, with occupancy at 73% and average daily rate at $190, leading to hotel EBITDA of $80.8 million and adjusted FFO per diluted share of $0.27.
- The company adjusted its full-year 2025 outlook, now projecting comparable REVPAR growth between -1.9% and -2.6%, comparable hotel EBITDA between $357.5 million and $365.5 million, and adjusted FFO per diluted share between $1.31 and $1.37. This revision is due to October's performance and the impact of the government shutdown.
- Urban markets, notably San Francisco CBD with 19.4% REVPAR growth, continued to outperform, and non-room revenues grew by 1.3%. However, the quarter faced headwinds from difficult holiday comparisons, non-repeat hurricane business, and ongoing renovations.
- RLJ maintains a strong balance sheet with $1 billion in liquidity and continues to return capital to shareholders through a $0.15 per share quarterly dividend and $28.6 million in share repurchases. The company is also progressing with transformative renovations and conversions, including the Renaissance Pittsburgh and Wyndham Boston Beacon Hill, anticipating significant future value creation.
Nov 6, 2025, 5:00 PM
RLJ Lodging Trust Reports Q3 2025 Results and Updates Full-Year Outlook
RLJ
Earnings
Guidance Update
Share Buyback
- RLJ Lodging Trust reported a Net Loss of $3.8 million and Net Loss per share of $0.07 for Q3 2025, with Total Revenues of $330.0 million. Adjusted FFO per diluted common share and unit was $0.27, and Adjusted EBITDA was $72.6 million for the third quarter.
- The company's Portfolio Comparable RevPAR decreased by 5.1% to $138.51 in Q3 2025 compared to the prior year.
- During Q3 2025, RLJ Lodging Trust repurchased 0.2 million common shares for approximately $1.3 million and declared a quarterly cash dividend of $0.15 per common share.
- RLJ Lodging Trust updated its full-year 2025 outlook, projecting Adjusted FFO per diluted share to be between $1.31 and $1.37 and Comparable RevPAR Growth between -2.6% and -1.9%.
Nov 5, 2025, 9:49 PM
RLJ Lodging Trust Reports Third Quarter 2025 Results
RLJ
Earnings
Guidance Update
Share Buyback
- RLJ Lodging Trust reported a net loss per share of $0.07 and Adjusted FFO per diluted common share and unit of $0.27 for the third quarter ended September 30, 2025.
- Total Revenues for Q3 2025 were $330.0 million, with Comparable RevPAR decreasing by 5.1% to $138.51 over the prior year, influenced by difficult prior year comparisons, softer citywide calendars, and transformative renovations.
- During the third quarter, the company repurchased 0.2 million common shares for approximately $1.3 million. As of November 5, 2025, the 2025 share repurchase program had a remaining capacity of $245.7 million.
- As of September 30, 2025, the company maintained $1.0 billion in total liquidity, including $375 million of unrestricted cash. The full-year 2025 outlook for Adjusted FFO per diluted share was updated to a range of $1.31 to $1.37.
Nov 5, 2025, 9:30 PM
Quarterly earnings call transcripts for RLJ Lodging Trust.
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