Apple Hospitality REIT 2025 net income beats estimates

Apple Hospitality REIT

23/02/2026 21:27

Corrects metric in Key Details table to FY Modified FFO from FY FFO

Overview

Hotel REIT's 2025 net income beat analysts' expectations

Comparable Hotels RevPAR for 2025 fell 1.6% yr/yr

Company acquired two hotels and sold seven in 2025

Outlook

Company expects 2026 net income between $133 mln and $160 mln

Apple Hospitality anticipates 2026 RevPAR change between -1% and 1%

Company forecasts 2026 Adjusted EBITDAre between $424 mln and $447 mln

Result Drivers

GOVERNMENT TRAVEL IMPACT - Policy uncertainty and reduced government travel affected demand, leading to a decline in occupancy and RevPAR

STRATEGIC ADJUSTMENTS - Co adjusted strategy to optimize business mix, focusing on group business to bolster market share

PORTFOLIO OPTIMIZATION - Co sold seven hotels and acquired two to enhance portfolio and maintain balance sheet strength

Company press release: ID:nBw9XGrp1a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY EPS
$0.74
FY Net Income
Beat
$175.36 mln
$167.93 mln (3 Analysts)
FY Hotels Adjusted EBITDA
$474.23 mln
FY Modified FFO
$361.13 mln
FY Hotels Adjusted EBITDA Margin
34.30%
FY Hotels Adjusted RevPAR
$117.95


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialized reits peer group is "buy."

Wall Street's median 12-month price target for Apple Hospitality REIT Inc is $13.00, about 5.3% above its February 20 closing price of $12.35

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)