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RLJ Lodging Trust

RLJ Lodging Trust (RLJ) Q4 2025 Earnings

Reported Feb 26, 2026 at 5:09 PM ET · SEC Source

Q4 25 EPS

$-0.04

BEAT +44.83%

Est. $-0.07

Q4 25 Revenue

$328.6M

BEAT +3.35%

Est. $318.0M

vs S&P Since Q4 25

+35.2%

BEATING MARKET

RLJ +43.9% vs S&P +8.7%

Full Year 2025 Results

FY 25 EPS

$0.01

FY 25 Revenue

$1.35B

Market Reaction

Did RLJ Beat Earnings? Q4 2025 Results

RLJ Lodging Trust closed out Q4 2025 with results that landed ahead of expectations despite a challenging operating backdrop, posting a loss of $0.04 per share against a consensus estimate of $0.07 negative, a beat of 44.83%, while revenue of $328.59… Read more RLJ Lodging Trust closed out Q4 2025 with results that landed ahead of expectations despite a challenging operating backdrop, posting a loss of $0.04 per share against a consensus estimate of $0.07 negative, a beat of 44.83%, while revenue of $328.59 million topped the $317.95 million estimate by 3.35%, even as total revenue edged down 0.4% year-over-year. The primary story behind the quarter's relative resilience was strong growth in non-room revenues, which climbed 7.2% and helped offset a 1.5% decline in comparable RevPAR to $136.79, itself pressured by the extended U.S. Government shutdown that disrupted demand through October and November. GAAP net income fell sharply to $549,000 from $5.51 million a year ago, and Adjusted EBITDA slipped modestly to $80.43 million from $81.13 million. Some analysts have flagged concerns about the company's longer-term profitability trajectory, though management pointed to upcoming catalysts including the FIFA World Cup and America's 250th Anniversary celebrations as potential demand drivers; for 2026, RLJ guided Adjusted FFO per diluted share to a range of $1.21 to $1.41.

Key Takeaways

  • • Outperformance of urban markets
  • • Successful ramp of completed brand conversions
  • • Robust non-room revenue growth of 7.2% in Q4
  • • Disciplined cost management efforts
  • • $4.7 million of real estate tax credits during Q4
24/7 Wall St

RLJ YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

RLJ Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We achieved solid fourth quarter results that came in ahead of our outlook despite a choppy operating environment that was further constrained by a protracted government shutdown, driven by the outperformance of our urban markets, the successful ramp of our completed conversions, robust non-room revenue growth, and benefits from our disciplined cost management efforts. These results capped a productive year for RLJ in which we advanced a number of our strategic initiatives.”

— Leslie D. Hale, Q4 2025 Earnings Press Release

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