RLJ Lodging Trust

NYSE:RLJ 주식 리포트

시가총액: US$1.6b

RLJ Lodging Trust 향후 성장

Future 기준 점검 3/6

RLJ Lodging Trust은 연간 수입과 매출이 각각 124.4%와 1.9% 증가할 것으로 예상되고 EPS는 연간 120%만큼 증가할 것으로 예상됩니다.

핵심 정보

124.4%

이익 성장률

120.00%

EPS 성장률

Hotel and Resort REITs 이익 성장17.3%
매출 성장률1.9%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트21 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 03

RLJ: Recent Rebound Will Test Sustainability Of Urban Demand Tailwinds

Analysts raised the fair value estimate for RLJ Lodging Trust to $10.00 from $9.00. This reflects higher price targets across the Street following better than expected NFFO and constructive views on the REIT's urban footprint, financial flexibility, and sector demand drivers.
Seeking Alpha • Aug 27

RLJ Lodging Trust: The Deep-Value Thesis Has Played Out

Summary RLJ Lodging Trust delivered strong Q2 2026 results, raising full-year guidance and extending robust operating momentum across its portfolio. RLJ now trades at a P/AFFO multiple of 8x, narrowing its discount to peers but limiting the deep-value thesis that previously justified a 'Buy' rating. Leverage remains elevated at 6.36x net debt/EBITDA, though refinancing has pushed maturities out to 2029, and liquidity stands at $1B. I downgrade RLJ to 'Hold' as the recent share price surge reduces upside, but the 5.22% dividend yield remains well-covered and attractive. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 07

RLJ: Fair Value View Balances Urban Upside And Rich Lodging Repricing Risks

Analysts lifted the fair value estimate for RLJ Lodging Trust from $10.34 to $11.32, as consolidated price targets in the $9.50 to $13 range reflect updated views on lodging REIT valuations and demand trends, even as profit margin assumptions are reset and future P/E expectations move materially higher. Analyst Commentary Recent research on RLJ Lodging Trust points to a mixed setup.
내러티브 업데이트 • Jul 24

RLJ: Recent Share Rally Will Test Lofty Earnings Expectations

Analysts lifted the fair value estimate for RLJ Lodging Trust from $7.00 to $9.00, reflecting higher Street price targets in the $9.00 to $13.00 range, as well as updated views on sector demand, valuation, and the company’s positioning in urban markets and higher-ADR assets. Analyst Commentary Street research on RLJ Lodging Trust has shifted toward a more balanced and, in several cases, cautious tone, even as price targets have moved higher across much of the coverage.
내러티브 업데이트 • Jul 10

RLJ: Urban Event Demand And Buybacks Will Drive Further Upside

Analysts have lifted the fair value estimate for RLJ Lodging Trust from $11.62 to $13.00, citing higher price targets across the Street in the $9 to $13 range, slightly adjusted revenue growth assumptions, improved profit margin expectations, a lower discount rate, and a reduced future P/E multiple. Analyst Commentary Recent research on RLJ Lodging Trust points to a cluster of higher fair value views, with price targets in the US$9 to US$13 range and generally constructive commentary around the company’s positioning, balance sheet, and management track record.
내러티브 업데이트 • Jun 26

RLJ: Recent Share Surge Will Face Risk As Earnings Catch Up

RLJ Lodging Trust's fair value estimate has shifted from $8.43 to $10.34 as analysts raise price targets into a $9 to $13 range, pointing to sector rerating, urban market exposure, financial flexibility, and steady demand drivers, while also flagging valuation caution after recent share outperformance. Analyst Commentary Recent research on RLJ Lodging Trust shows a mix of optimism and caution, with several firms revising price targets into a higher range while also highlighting valuation risk after the stock's recent outperformance versus the lodging sector.
새로운 내러티브 • Jan 22

Urban Event Demand And Brand Conversions Will Support A Stronger Future For This Hotel REIT

Catalysts About RLJ Lodging Trust RLJ Lodging Trust is a US-focused hotel real estate investment trust with a portfolio concentrated in urban, full service and upscale hotels across major business and tourism markets. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Mar 28

RLJ Lodging Trust: Extreme Pessimism Reflected In The Share Price (Rating Upgrade)

Summary RLJ Lodging Trust is a hotel REIT focused on urban hotels in the Sunbelt region. Q4 2024 and early 2025 operating performance has been solid. Investors, however, are worried about the future, with recent warnings signs increasing the odds that RLJ cuts its 2025 outlook. This is more than reflected in the company's valuation and share price, which is trading at levels last seen during the COVID-19 pandemic. The REIT's preferred shares offer high current income with a substantial safety cushion for risk-averse investors. Key risks to consider include a potential U.S. recession and a high proportion of debt in the capital structure. Read the full article on Seeking Alpha
Seeking Alpha • Jan 04

RLJ Lodging Trust: Preferred Shares Offer A Yield Close To 8%

Summary RLJ Lodging Trust’s preferred shares offer a 7.8% yield and are unlikely to be called due to the common stock trading below $10. The REIT’s financials are strong, with AFFO covering preferred dividends by a wide margin, ensuring a safety cushion for investors. With $2B in common equity ranking junior to preferred shares, there’s a significant buffer against potential losses. I hold a long position in RLJ’s preferred shares and consider adding more below par for an 8% yield, while monitoring common shares. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11

RLJ Lodging Trust: I Don't Mind Locking In A 7.9% Yield

Summary RLJ Lodging Trust's preferred shares are attractive as they cannot be easily called by the issuer. The preferred dividends are well-covered, with a payout ratio of just over 10%. The balance sheet of RLJ Lodging Trust is strong, with a low LTV ratio and sufficient common equity. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:RLJ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,454N/AN/AN/A2
12/31/20271,420946N/A10
12/31/20261,394346N/A7
6/30/20261,3821267267N/A
3/31/20261,361-1254254N/A
12/31/20251,3502244244N/A
9/30/20251,3517252252N/A
6/30/20251,36732269269N/A
3/31/20251,37440281281N/A
12/31/20241,37042285285N/A
9/30/20241,36045303303N/A
6/30/20241,34841312312N/A
3/31/20241,33645294294N/A
12/31/20231,32650315315N/A
9/30/20231,30949279279N/A
6/30/20231,29250277277N/A
3/31/20231,26642288288N/A
12/31/20221,19417257257N/A
9/30/20221,130-18226226N/A
6/30/20221,045-183183183N/A
3/31/2022909-2688282N/A
12/31/2021785-3304343N/A
9/30/2021638-390-62-62N/A
6/30/2021487-415-138-138N/A
3/31/2021325-478-228-228N/A
12/31/2020465-430-169-169N/A
9/30/2020729-30855N/A
6/30/20201,017-103150150N/A
3/31/20201,43545N/A352N/A
12/31/20191,568101N/A397N/A
9/30/20191,62094N/A387N/A
6/30/20191,697136N/A392N/A
3/31/20191,733166N/A419N/A
12/31/20181,763162N/A395N/A
9/30/20181,826142N/A367N/A
6/30/20181,72076N/A315N/A
3/31/20181,52661N/A262N/A
12/31/20171,35765N/A261N/A
9/30/20171,165140N/A288N/A
6/30/20171,120179N/A309N/A
3/31/20171,145196N/A326N/A
12/31/20161,160199N/A331N/A
9/30/20161,164197N/A346N/A
6/30/20161,157196N/A347N/A
3/31/20161,141194N/A340N/A
12/31/20151,136217N/A329N/A
9/30/20151,141177N/A308N/A

애널리스트 향후 성장 전망

수입 대 저축률: RLJ 의 연간 예상 수익 증가율(124.4%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: RLJ 의 연간 수익(124.4%)이 US 시장(17.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: RLJ 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: RLJ 의 수익(연간 1.9%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: RLJ 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RLJ의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 20:18
종가2026/09/09 00:00
수익2026/06/30
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 에 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

RLJ Lodging Trust는 25명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael BellisarioBaird
Felicia Kantor HendrixBarclays
Richard HightowerBarclays