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RLJ Lodging Trust

RLJ Lodging Trust (RLJ) Q2 2025 Earnings

Reported Aug 7, 2025 at 4:51 PM ET · SEC Source

Q2 25 EPS

$0.48

BEAT +284.00%

Est. $0.13

Q2 25 Revenue

$363.1M

MISS 0.50%

Est. $364.9M

vs S&P Since Q2 25

+51.5%

BEATING MARKET

RLJ +68.5% vs S&P +17.0%

Market Reaction

Did RLJ Beat Earnings? Q2 2025 Results

RLJ Lodging Trust delivered a sharply mixed second quarter for 2025, posting adjusted FFO per diluted share of $0.48 against a consensus estimate of $0.13, a beat of 284.00%, even as total revenues of $363.10 million came in just 0.50% below expectat… Read more RLJ Lodging Trust delivered a sharply mixed second quarter for 2025, posting adjusted FFO per diluted share of $0.48 against a consensus estimate of $0.13, a beat of 284.00%, even as total revenues of $363.10 million came in just 0.50% below expectations and declined 1.7% year over year. The headline earnings strength was tempered by broad softness across the portfolio, with comparable RevPAR falling 2.1% to $155 as occupancy slipped 1.6 percentage points to 75.5% and ADR edged down 0.5% to $205, conditions CEO Leslie Hale attributed to a softer lodging environment rather than company-specific weakness. Disciplined cost controls and the continued ramp of brand conversions helped cushion margin pressure, with comparable Hotel EBITDA margins compressing 90 basis points to 31.1%. Looking ahead, management guided toward the low end of its full-year outlook, calling for Adjusted FFO per diluted share of $1.38 to $1.58, citing anticipated Q3 softness from calendar shifts and tough citywide comparables, while pointing to favorable Q4 tailwinds as a potential offset.

Key Takeaways

  • • Comparable RevPAR of $155.08, a decrease of 2.1% year-over-year
  • • Comparable ADR declined 0.5% to $205.27
  • • Comparable Occupancy decreased 1.6 percentage points to 75.5%
  • • Comparable Hotel EBITDA margin of 31.1%, down 90 basis points year-over-year
  • • Continued ramp of brand conversions
  • • Disciplined cost controls and lean operating model
24/7 Wall St

RLJ YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

RLJ Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We are pleased with our second quarter results, which exceeded our expectations. This quarter we demonstrated the resiliency of our portfolio, the continued ramp of our conversions, and disciplined cost controls. In addition to achieving solid operating results, we executed on several key initiatives during the quarter, including advancing our transformative renovations, addressing our near-term maturities, and recycling capital into accretive share repurchases.”

— Leslie D. Hale, Q2 2025 Earnings Press Release

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