Xenia Hotels & Resorts(XHR)
搜索文档
Xenia Hotels Bets On Buybacks Amid Sluggish Recovery (NYSE:XHR)
Seeking Alpha· 2025-11-05 17:05
Despite a weak sector outlook, Xenia Hotels & Resorts, Inc. ( XHR ) remains resilient, with steady operations and improved financials following renovation completions. Management indicated that share buybacks are more attractive than new investments, signaling confidence in value. With no near-term debt maturities, XHR couldI like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have ...
Xenia Hotels Bets On Buybacks Amid Sluggish Recovery
Seeking Alpha· 2025-11-05 17:05
Despite a weak sector outlook, Xenia Hotels & Resorts ( XHR ) remains resilient, with steady operations and improved financials following renovation completions. Management indicated that share buybacks are more attractive than new investments, signaling confidence in value. With no near-term debt maturities, XHR couldI like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have five ...
Orsted swings to quarterly net loss as Trump's offshore wind battle takes its toll
CNBC· 2025-11-05 17:05
财务表现 - 公司第三季度净亏损17亿丹麦克朗(约合2.618亿美元),去年同期为盈利51.7亿丹麦克朗,业绩同比显著下滑 [2] - 第三季度资产减值成本接近18亿丹麦克朗 [2] - 公司重申全年剔除新合作伙伴收益和取消费用后的息税折旧及摊销前利润指引为240-270亿丹麦克朗 [3] 战略与运营 - 公司近期达成协议,以60亿美元向阿波罗全球管理公司出售其英国Hornsea 3海上风电场50%的股权 [3] - 公司首席执行官表示对整体建设项目的良好进展和稳健的运营表现感到满意 [4] - 公司关键焦点是继续执行业务计划,以维持其在海上风电领域的全球领导地位和欧洲市场的稳固地位 [4] 市场与股价 - 公司股价在报告发布当日早盘上涨1.2% [5] - 公司股价今年迄今大幅下跌,主要受美国政府阻止多个在建项目并暂停新许可证发放的影响 [5]
Xenia Hotels & Resorts(XHR) - 2025 Q3 - Quarterly Report
2025-11-01 04:22
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ____________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period ended ______ to ______ Commission file number 001-36594 ___________________________ Xenia Hotels & Resorts, Inc. 200 S. Orange Ave ...
Xenia Hotels & Resorts(XHR) - 2025 Q3 - Earnings Call Transcript
2025-10-31 23:00
Xenia Hotels & Resorts (NYSE:XHR) Q3 2025 Earnings Call October 31, 2025 10:00 AM ET Speaker4Hello and welcome everyone to the Xenia Hotels & Resorts Q3 2025 earnings conference call. My name is Becky and I'll be your operator today. During the presentation, you can register a question by pressing STAR followed by 1 on your keypad. If you change your mind, please press STAR followed by 2. I will now hand over to your host, Aldo Martinez, Manager, Finance, to begin. Please go ahead.Speaker0Thank you, Becky. ...
Xenia Hotels & Resorts(XHR) - 2025 Q3 - Earnings Call Presentation
2025-10-31 22:00
业绩总结 - 截至2025年9月30日,Xenia的酒店EBITDA中,奥兰多贡献17%,休斯顿14%,圣地亚哥8%[31] - 2025年,Xenia的组合RevPAR为172.36美元,同比增长4.6%[28] - 2025年,Xenia的同物业RevPAR为172.47美元,同比增长4.8%[28] - 2025年第三季度F&B收入同比增长8.3%,其他收入增长11.6%[115] - 2025年第三季度的总收入每间可用房(TRevPAR)同比增长3.7%[115] - 2025年第三季度的酒店EBITDA同比增长0.7%,酒店EBITDA利润率下降60个基点[115] - 预计2026年美国奢侈品和高档酒店供应增长将达到2.2%[115] - 2025年第三季度的RevPAR与2024年持平,入住率下降100个基点,平均房价(ADR)上升1.6%[115] - 预计2025年第三季度的调整后EBITDA在2.5亿到2.58亿美元之间[116] 用户数据 - Xenia的酒店组合中,约75%的需求来自商务短期和团体业务[20] - 2025年,Xenia的酒店组合中,33%为豪华酒店,67%为高档酒店[44] 未来展望 - W Nashville的食品和饮料(F&B)改进预计将在2026年第二季度完成,预计将增加3-5百万美元的增量酒店EBITDA[48] - 预计W Nashville的年酒店EBITDA在稳定后将超过2000万美元[54] - 资本支出预计在8750万到9250万美元之间[116] - 资本支出预计对收入的影响最小,最终与Grand Hyatt Scottsdale Resort的转型装修相关的资本支出已包含在指导中[119] 新产品和新技术研发 - W Nashville的F&B和房间收入将增加,推动增量EBITDA的实现[49] 并购与市场扩张 - 自2015年上市以来,Xenia共收购14家酒店,总投资达19亿美元[28] - 自2015年上市以来,Xenia共处置32家酒店,累计收入达18亿美元[28] - 公司在2010年至2015年间完成了20亿美元的收购和14亿美元的处置,以显著升级和重新定位其投资组合[127] 财务状况 - Xenia的财务表现受到灵活和保守的资产负债表支持,展望乐观[7] - 一般和行政费用约为2400万美元,不包括非现金股权补偿,与之前的指导没有变化[119] - 利息费用约为8100万美元,不包括非现金贷款相关费用,与之前的指导没有变化[119] - 所得税费用约为200万美元,与之前的指导没有变化[119] - 加权平均稀释股份/单位为9950万股/单位,较之前指导减少40万股/单位[119] 其他信息 - Xenia的管理团队在酒店行业拥有丰富的经验,具备强大的领导能力[7] - 公司计算的FFO(基金运营收入)符合Nareit的标准,排除了房地产相关的折旧、摊销和减值[138] - 调整后的FFO为投资者提供了有用的补充信息,以便在不同期间和REIT之间进行比较[139] - 同物业酒店EBITDA代表净收入,排除了利息费用、所得税、折旧和摊销等[133] - 同物业酒店EBITDA利润率通过将同物业酒店EBITDA除以同物业总收入计算得出[133]
Xenia Hotels & Resorts(XHR) - 2025 Q3 - Quarterly Results
2025-10-31 18:32
October 31, 2025 Date: XENIA HOTELS & RESORTS REPORTS THIRD QUARTER 2025 RESULTS Orlando, FL – October 31, 2025 – Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today announced results for the quarter ended September 30, 2025. Third Quarter 2025 Highlights Year-to-Date 2025 Highlights 1 • Net Loss: Net loss attributable to common stockholders was $13.7 million, or $0.14 per share • Adjusted EBITDAre: $42.2 million, decreased 4.6% compared to the third quarter of 2024 • Adjusted FFO per ...
Xenia Hotels & Resorts Reports Third Quarter 2025 Results
Prnewswire· 2025-10-31 18:30
ORLANDO, Fla., Oct. 31, 2025 /PRNewswire/ -- Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today announced results for the quarter ended September 30, 2025. Third Quarter 2025 Highlights Year-to-Date 2025 Highlights "Our third quarter performance met our expectations and reflected a challenging operating environment in the lodging industry as a whole, including muted leisure demand during the summer months," said Marcel Verbaas, Chair and Chief Executive Officer of Xenia. "The Houston ...
Xenia Hotels & Resorts Stock Continues To Reinvent Itself (NYSE:XHR)
Seeking Alpha· 2025-10-09 08:40
服务内容 - 提供专注于石油和天然气领域的投资服务和社区 [1] - 重点关注现金流以及产生现金流的公司 [1] - 服务导向价值和具有真实潜力的增长前景 [1] - 订阅者可使用包含50多只股票的投资组合模型账户 [1] - 提供对勘探与生产公司的深入现金流分析 [1] - 提供关于该行业的实时聊天讨论 [1] 订阅推广 - 提供为期两周的免费试用 [2] - 旨在让用户获得关于石油和天然气的新机会 [2]
Xenia Hotels & Resorts Continues To Reinvent Itself
Seeking Alpha· 2025-10-09 08:40
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...