RLJ Lodging Trust Q4 revenue beats on strong urban markets performance

RLJ Lodging Trust

26/02/2026 21:38

Overview

Hotel REIT's Q4 revenue beat analyst expectations, rising 0.2% yr/yr

Adjusted FFO per share for Q4 was $0.32

Company addressed all debt maturities through 2028

Outlook

RLJ Lodging Trust expects FY 2026 RevPAR growth of 0.5% to 3.0%

Company projects FY 2026 Adjusted EBITDA between $312 mln and $342 mln

RLJ Lodging Trust anticipates FY 2026 Adjusted FFO per share of $1.21 to $1.41

Result Drivers

URBAN MARKET PERFORMANCE - RLJ reported strong performance in urban markets, contributing positively to overall results

NON-ROOM REVENUE GROWTH - Co saw a 7.2% increase in non-room revenues, aiding total revenue growth

HOTEL SALES - Co sold two hotels for $49.5 mln, supporting liquidity and debt management

Company press release: ID:nBw7dFb7Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$328.60 mln
$319.60 mln (9 Analysts)
Q4 Net Income
$549,000
Q4 Adjusted Hotel EBITDA
$87.80 mln
Q4 Adjusted FFO
$48.70 mln
Q4 Adjusted RevPAR
$136.79


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and 3 "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 RLJ Lodging Trust is $8.00, about 0.6% above its February 25 closing price of $7.95

The stock recently traded at 1,325 times the next 12-month earnings vs. a P/E of 23 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.)