Host Hotels & Resorts 과거 순이익 실적
과거 기준 점검 4/6
Host Hotels & Resorts은 연평균 37.4%의 비율로 수입이 증가해 온 반면, Hotel and Resort REITs 산업은 수입이 45.9% 증가했습니다. 매출은 연평균 19%의 비율로 증가했습니다. Host Hotels & Resorts의 자기자본이익률은 14.6%이고 순이익률은 16.4%입니다.
핵심 정보
37.41%
순이익 성장률
37.95%
주당순이익(EPS) 성장률
| Hotel and Resort REITs 산업 성장률 | -8.64% |
| 매출 성장률 | 19.00% |
| 자기자본이익률 | 14.63% |
| 순이익률 | 16.37% |
| 다음 순이익 업데이트 | 05 Aug 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jul 31
HST: Strong RevPAR And High-End Demand Are Expected To Support Higher P/E
Host Hotels & Resorts now carries a revised analyst fair value estimate of $29.00, up from $28.00, with analysts pointing to updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and current Street price target revisions across the lodging REIT group. Analyst Commentary Recent Street research on Host Hotels & Resorts shows a cluster of higher price targets and generally constructive views on the lodging REIT group, especially around premium assets and group demand.Seeking Alpha • Jul 21
Host Hotels & Resorts Is The Hot Hotel REIT This Earnings Season
Summary Host Hotels & Resorts is reaffirmed as a buy, supported by strong earnings momentum and portfolio upgrades. HST benefits from luxury segment tailwinds, robust operating margins, and a conservative, investment-grade balance sheet. Renovation-driven growth, resilient FFO trends, and secure dividend coverage underpin the investment thesis, though dividend growth lags peers. Valuation appears attractive on forward P/FFO, but upside is capped by return targets; technicals remain bullish with strong market support. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 16
HST: Strong RevPAR And World Cup Demand Will Support Cautious Upside
Host Hotels & Resorts' updated analyst price target shifts to $24.50, with analysts pointing to stronger than expected RevPAR trends, higher modeled profit margins, and refreshed lodging REIT forecasts as key factors behind the change. Analyst Commentary Recent Street research on Host Hotels & Resorts shows a series of higher price targets and refreshed models, with most analysts pointing to stronger than expected RevPAR trends and updated lodging REIT forecasts as key inputs.내러티브 업데이트 • Jul 02
HST: Strong RevPAR Trends Are Expected To Support Higher Future P/E
Host Hotels & Resorts' analyst price target has shifted higher to $28.00 from $25.52, reflecting analysts' updated views around stronger than expected RevPAR trends, refreshed lodging REIT models following recent earnings and conference updates, and generally low expectations that leave room for potential upside, even as World Cup related demand remains uncertain. Analyst Commentary Recent Street research around Host Hotels & Resorts highlights a cluster of upward price target revisions, with bullish analysts pointing to RevPAR trends, refreshed lodging REIT models and low starting expectations as key supports for their views on the stock.분석 기사 • Jun 20
Host Hotels & Resorts (HST) Stock Could Be 9.3% Overvalued After World Cup Boost
Host Hotels & Resorts (HST) is back in focus after management raised 2026 guidance, citing expected transient demand from the 2026 FIFA World Cup and the direct involvement of key properties hosting national football teams. See our latest analysis for Host Hotels & Resorts. Those World Cup tailwinds and earlier first quarter beats have coincided with strong share price momentum for Host Hotels & Resorts, with a 30 day share price return of 11.60%, a 90 day share price return of 34.46%, and a...
내러티브 업데이트 • Jun 18
HST: Strong RevPAR Trends Will Test Sustainability Of Recent Stock Highs
Analysts have lifted their average price targets on Host Hotels & Resorts stock into a roughly $23 to $28 range, generally citing stronger than expected RevPAR trends, updated lodging REIT models after Q1 results, and low expectations around World Cup demand. Analyst Commentary Recent research on Host Hotels & Resorts centers on stronger than expected RevPAR trends, updated lodging REIT models after Q1 results, and generally muted expectations for World Cup related demand.내러티브 업데이트 • Jun 04
HST: Cautious View As Strong Q1 And World Cup Hype Test Valuation
Narrative Update Overview The analyst price target for Host Hotels & Resorts increases from $20 to $21, supported by research that cites stronger year-to-date operating performance, updated post-Q1 models, and generally higher targets across the lodging REIT peer group. Analyst Commentary Recent research on Host Hotels & Resorts points to a more cautious backdrop across lodging REITs, even as price targets for the stock are adjusted upward.내러티브 업데이트 • May 19
HST: Strong Lodging Demand And 2026 Outlook Will Support Cautious Upside
Host Hotels & Resorts' fair value estimate edges up from $22.25 to $22.88 as analysts lift price targets across the sector, citing stronger Q1 lodging demand and RevPAR trends while still flagging macro and geopolitical risks. Analyst Commentary Street research on Host Hotels & Resorts has been active, with multiple firms adjusting price targets following recent earnings and broader lodging sector updates.내러티브 업데이트 • May 02
HST: Balance Sheet And Dividends Will Support Cautious Upside From Higher Earnings Expectations
The analyst price target for Host Hotels & Resorts increases from $20.17 to $22.25, with analysts attributing the change to updated earnings estimates, slightly higher projected profit margins and a modestly higher future P/E assumption. Analyst Commentary Recent research coverage shows a cluster of upward price target revisions for Host Hotels & Resorts, with several firms updating their views following the latest earnings release and sector commentary.내러티브 업데이트 • Apr 17
HST: Balanced View Weighs Luxury Resilience Against Execution And Macro Risks
Host Hotels & Resorts' analyst fair value estimate has been updated from $18.00 to $20.00. This reflects a series of recent price target increases from firms such as UBS, Morgan Stanley, Citi and others, as analysts factor in revised earnings estimates and a generally more constructive view on hotel REIT fundamentals.내러티브 업데이트 • Apr 03
HST: Balance Sheet Strength Will Support Higher Future P/E Rerating
The analyst price target for Host Hotels & Resorts moves slightly higher, reflecting modestly adjusted fair value assumptions alongside Street research that emphasizes cautious optimism on hotel REIT fundamentals and balance sheet quality. Analyst Commentary Recent research on Host Hotels & Resorts points to a cluster of upward price target revisions, with several bullish analysts highlighting the company’s balance sheet position, exposure to higher-end properties, and execution coming out of the latest earnings update.내러티브 업데이트 • Mar 19
HST: Positive Catalyst Watch Will Support Higher P/E Rerating
Analysts have lifted the blended price target for Host Hotels & Resorts to $25.34 from $23.62, citing recent target increases across firms. These updates reflect slightly lower assumed revenue growth, higher profit margins, and a modestly higher future P/E multiple.내러티브 업데이트 • Mar 05
HST: Cautious View Sees Luxury Portfolio Outperformance Failing To Justify Current Pricing
Analysts have raised the Host Hotels & Resorts fair value estimate to $18.00 per share from $15.86. This change reflects a series of recent price target increases across the Street as they cite updated earnings work, cautious optimism on hotel REITs, and relatively better expectations for higher quality hotel portfolios.내러티브 업데이트 • Feb 19
HST: Balance Sheet And Dividends Will Support Future Catalyst-Driven Upside Potential
Analysts have nudged their price targets on Host Hotels & Resorts higher, reflected in our updated fair value estimate moving from $19.96 to $20.17, as they cite revised sector outlooks, modestly adjusted discount rates and profitability assumptions, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Host Hotels & Resorts reflects a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess hotel REITs and the company's role within the group.내러티브 업데이트 • Feb 05
HST: Positive Catalyst Watch And Special Dividend Will Support Bullish Repricing
Narrative Update Analysts have nudged their fair value estimate for Host Hotels & Resorts to about US$23.62 from roughly US$22.96, reflecting updated views on profitability, discount rates, and P/E assumptions, alongside a series of recent price target increases and a new Positive Catalyst Watch designation. Analyst Commentary Recent research on Host Hotels & Resorts has leaned more positive, with several bullish analysts adjusting their views and price targets.내러티브 업데이트 • Jan 22
HST: Balance Sheet Strength And Dividends Will Support Measured Medium Term Returns
Analysts have nudged their price targets for Host Hotels & Resorts higher, with our fair value estimate moving from US$19.75 to about US$19.96. This change is supported by Street research pointing to refined expectations around revenue growth, profit margins and a slightly higher future P/E assumption.내러티브 업데이트 • Jan 07
HST: Balance Sheet Strength And RevPAR Outlook Will Support Measured Returns
Narrative Update Analysts have slightly adjusted their price target on Host Hotels & Resorts to about US$19.75 from roughly US$19.79. This reflects updated views on cash flow assumptions and valuation multiples following recent coverage that highlights the company’s defined business strategy and balance sheet quality within the hotel REIT sector.내러티브 업데이트 • Dec 19
HST: Stronger Revpar And Ebitda Will Support A Bullish Repricing
Analysts have raised their fair value estimate for Host Hotels and Resorts to approximately $22.96 from $21.50, citing stronger than expected Q2 RevPAR and EBITDA performance and an upward revision to 2025 guidance that supports a higher future earnings multiple, despite slightly lower long term growth and margin assumptions. Analyst Commentary Bullish analysts highlight that the recent upside surprise in Q2 RevPAR and EBITDA reinforces confidence in Host Hotels and Resorts' ability to execute in a still-normalizing travel and lodging environment.내러티브 업데이트 • Dec 05
HST: Strong Q2 Revpar And Ebitda Will Drive Bullish Momentum
Analysts nudged their fair value estimate for Host Hotels & Resorts higher, from about $19.54 to $19.79. They cited stronger than expected Q2 RevPAR and EBITDA performance, along with raised 2025 guidance that supports slightly faster revenue growth, a richer future multiple, and only a modestly higher discount rate despite somewhat lower profit margin assumptions.내러티브 업데이트 • Nov 20
HST: Raised Guidance And Q2 Outperformance Will Support Bullish Momentum Into 2025
Analysts have increased their price target for Host Hotels & Resorts from $18.86 to $19.54 per share, citing stronger than expected revenue growth, higher profit margins, and raised company guidance following robust recent results. Analyst Commentary Recent Street research has provided further detail on the drivers behind the revised price target for Host Hotels & Resorts, focusing on both positive developments and potential concerns.내러티브 업데이트 • Nov 06
HST: Second-Quarter Performance Will Drive Improved Outlook Into 2025
Analysts have increased their price target for Host Hotels & Resorts by $0.06 to $18.86, citing stronger than expected second-quarter performance and improved 2025 guidance as key factors for the adjustment. Analyst Commentary Recent updates from market experts highlight both the opportunities and risks associated with Host Hotels & Resorts following its strong second-quarter results and raised 2025 guidance.내러티브 업데이트 • Oct 23
Analyst Commentary Highlights Upgraded Price Target for Host Hotels and Improved 2025 Outlook
Analysts have raised their price target for Host Hotels & Resorts to $18.81 from $18.56, citing stronger-than-expected Q2 performance and improved fiscal 2025 guidance as key drivers of this positive outlook. Analyst Commentary Following recent results and updated guidance from Host Hotels & Resorts, analysts have weighed both the company's strengths and areas of caution, influencing their current outlook.내러티브 업데이트 • Sep 04
Experiential Travel Will Reposition Premium Resorts
With both the future P/E ratio and consensus revenue growth forecasts for Host Hotels & Resorts essentially unchanged, analysts have maintained their fair value estimate, keeping the price target steady at $18.56. What's in the News Repurchased 6,746,094 shares for $104.97 million in Q2 2025, completing 69,099,174 shares buyback (9.65% of shares) under the 2017 program.Seeking Alpha • Mar 21
Host Hotels & Resorts: Deeply Undervalued Despite Recession Risks
Summary Host Hotels & Resorts is trading at a significant discount to its intrinsic value, offering a compelling investment opportunity despite its capital-intensive business model. The company has a solid balance sheet, investment-grade ratings, and a well-covered dividend yield of roughly 6%. Recession risks are mitigated by geographic diversification, a focus on affluent customers, and a share price that appears to be already partially discounting an economic downturn. Long-term growth potential exists through share repurchases, acquisitions, and operational improvements, while there appears to be a valuation margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Host Hotels & Resorts: The Discount To Peers Is Unwarranted
Summary Host Hotels' stock is undervalued, with potential for a rebound as weather impacts ease and margin expansion is expected in 2025. Q3'24 results were strong, with revenue growth and strategic share buybacks, despite challenges from Maui wildfires and higher wages. The company’s diversified portfolio and solid balance sheet provide flexibility for acquisitions and buybacks, enhancing shareholder value. Host Hotels is a 'buy' due to its compelling valuation, resilient performance, and promising outlook for revenue and margin improvements. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
Host Hotels & Resorts: An Undervalued REIT With Growth Potential
Summary Host Hotels & Resorts is significantly undervalued, trading at a single-digit FFO multiple, offering a 4.55% dividend yield, and potential for double-digit total returns. Despite its capital-intensive model and economic sensitivity, Host Hotels benefits from high-end properties, geographic diversification, and a strong balance sheet. Recent acquisitions, including The Ritz-Carlton O'ahu, demonstrate management's ability to add value through strategic purchases and renovations, enhancing long-term growth potential. While risks include economic downturns and competition, Host Hotels' diversified portfolio and conservative financial strategy position it well for future stability and growth. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 22
Calculated Acquisitions And Marketing Efforts Promise Robust Revenue Growth And Enhanced Portfolio Quality
Strategic acquisitions and ROI-focused projects are set to significantly enhance portfolio quality and drive EBITDA growth, impacting future earnings positively.Seeking Alpha • Apr 22
Host Hotels & Resorts: Probably The Best House In A Bad Neighborhood
Summary Despite the generally unattractive nature of the travel industry, particularly affected by economic cycles and competition, Host Hotels & Resorts is probably one of the best lodging REITs. Host Hotels has demonstrated resilience with healthy profit margins, a strategic buyback program, and significant returns on sustainability investments, outperforming many of its peers even in challenging conditions. Looking ahead, Host Hotels expects continued revenue growth per available room but faces potential pressures on margins due to rising costs. The company also faces competition from alternative accommodation providers. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Host Hotels & Resorts: Should You Lodge In This 3.8% Yielding Hotel REIT?
Summary Host Hotels & Resorts is currently paying out a 3.8% dividend yield and declared a special dividend of $0.25 per share during its fourth quarter. The REIT is set to grow fiscal 2024 FFO by 6 cents over 2023 at the midpoint of its guidance range. Healthy dividend coverage has opened up the possibility of another special dividend in 2024 with the REIT currently swapping hands for 10.6x, the midpoint of its 2024 FFO guidance range. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Host Hotels & Resorts가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 6,177 | 1,011 | 121 | 0 |
| 31 Dec 25 | 6,132 | 765 | 124 | 0 |
| 30 Sep 25 | 5,950 | 738 | 119 | 0 |
| 30 Jun 25 | 5,938 | 659 | 117 | 0 |
| 31 Mar 25 | 5,816 | 677 | 121 | 0 |
| 31 Dec 24 | 5,691 | 697 | 117 | 0 |
| 30 Sep 24 | 5,590 | 721 | 116 | 0 |
| 30 Jun 24 | 5,479 | 750 | 117 | 0 |
| 31 Mar 24 | 5,408 | 721 | 114 | 0 |
| 31 Dec 23 | 5,317 | 740 | 132 | 0 |
| 30 Sep 23 | 5,258 | 755 | 105 | 0 |
| 30 Jun 23 | 5,236 | 758 | 108 | 0 |
| 31 Mar 23 | 5,222 | 804 | 107 | 0 |
| 31 Dec 22 | 4,910 | 633 | 107 | 0 |
| 30 Sep 22 | 4,640 | 806 | 103 | 0 |
| 30 Jun 22 | 4,298 | 573 | 98 | 0 |
| 31 Mar 22 | 3,589 | 257 | 98 | 0 |
| 31 Dec 21 | 2,921 | -11 | 99 | 0 |
| 30 Sep 21 | 2,191 | -395 | 94 | 0 |
| 30 Jun 21 | 1,538 | -589 | 88 | 0 |
| 31 Mar 21 | 942 | -881 | 88 | 0 |
| 31 Dec 20 | 1,590 | -732 | 89 | 0 |
| 30 Sep 20 | 2,662 | -588 | 95 | 0 |
| 30 Jun 20 | 3,735 | 93 | 103 | 0 |
| 31 Mar 20 | 5,144 | 731 | 103 | 0 |
| 31 Dec 19 | 5,483 | 920 | 107 | 0 |
| 30 Sep 19 | 5,514 | 1,143 | 102 | 0 |
| 30 Jun 19 | 5,553 | 1,097 | 100 | 0 |
| 31 Mar 19 | 5,593 | 1,020 | 105 | 0 |
| 31 Dec 18 | 5,554 | 1,087 | 104 | 0 |
| 30 Sep 18 | 5,543 | 876 | 102 | 0 |
| 30 Jun 18 | 5,496 | 658 | 102 | 0 |
| 31 Mar 18 | 5,418 | 659 | 98 | 0 |
| 31 Dec 17 | 5,417 | 564 | 98 | 0 |
| 30 Sep 17 | 5,401 | 598 | 92 | 0 |
| 30 Jun 17 | 5,446 | 601 | 96 | 0 |
| 31 Mar 17 | 5,465 | 738 | 97 | 0 |
| 31 Dec 16 | 5,451 | 762 | 96 | 0 |
| 30 Sep 16 | 5,480 | 799 | 107 | 0 |
| 30 Jun 16 | 5,465 | 777 | 100 | 0 |
| 31 Mar 16 | 5,424 | 642 | 96 | 0 |
| 31 Dec 15 | 5,426 | 558 | 94 | 0 |
| 30 Sep 15 | 5,361 | 649 | 76 | 0 |
양질의 수익: HST는 $406.0M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: HST의 현재 순 이익률 (16.4%)은 지난해 (11.6%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: HST는 지난 5년 동안 흑자전환하며 연평균 37.4%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 HST 의 수익 증가율(49.3%)은 연간 평균(37.4%)을 초과합니다.
수익 대 산업: HST의 지난 1년 수익 증가율(49.3%)은 Hotel and Resort REITs 업계의 2.8%를 상회했습니다.
자기자본이익률
높은 ROE: HST의 자본 수익률(14.6%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/02 16:57 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Host Hotels & Resorts, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Michael Bellisario | Baird |
| Felicia Kantor Hendrix | Barclays |