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Xenia Hotels & Resorts Financial Overview 2025

Xenia Hotels & Resorts, Inc. (NYSE: XHR) revealed its financial performance for the fourth quarter and entire year ending December 31, 2025, exhibiting a remarkable rebound in the hospitality sector. With significant growth in key financial metrics, Xenia's results have generated optimism about the future trajectory of the company.

Fourth Quarter Highlights

For the fourth quarter of 2025, Xenia Hotels reported a net income attributable to common stockholders of $6.1 million, translating to $0.07 per share. This represents a staggering recovery from the previous year's performance as the company rebounds from significant market challenges.

Key highlights include:

• - Adjusted EBITDAre: Increased by 7.5% to $63.6 million compared to Q4 2024.
• - Adjusted FFO per Diluted Share: Saw a pronounced rise of 15.4% reaching $0.45.
• - Same-Property Occupancy: Improved to 66.1%, growing by 130 basis points year-over-year.
• - Same-Property RevPAR: Climbed 4.5% to $176.45.

Such performance improvements reflect favorable market conditions driven by heightened consumer demand for travel and hospitality experiences, rekindled enthusiasm for group events, and effective cost management strategies utilized by Xenia.

Full Year Results

For the entire year of 2025, net income attributable to common stockholders surged to $63.1 million or $0.64 per share, marking a drastic year-on-year increase of 290.8%. Other significant metrics included:

• - Adjusted EBITDAre: Increased 8.9% to $258.3 million.
• - Occupancy Rate: Reached 68.6%, up 100 basis points from 2024.
• - Same-Property Total RevPAR: Increased by 8.0% to $328.57.

The surge in figures stemmed largely from strong group demand across Xenia's portfolio, particularly following the renovations of hotels like the Grand Hyatt Scottsdale. The company's strategic focus on enhancing its guest offerings, including high-quality food and beverage services, contributed to an overall larger revenue base.

Capital Market Activities

In Q4 2025, Xenia executed substantial capital market activities including:

• - Share Buybacks: The company purchased 2.7 million shares at an average price of $13.56, reflecting a strategic move to enhance shareholder value while managing overall capital allocation efficiently.

Additionally, during the fiscal year, Xenia acquired properties such as Hyatt Regency Santa Clara for $25 million and disposed of Fairmont Dallas for approximately $111 million—these transactions underscore Xenia's proactive management and strategic positioning in attractive market areas.

Outlook for 2026

Anticipating 2026, Xenia's CEO, Marcel Verbaas, expressed optimism about maintaining growth momentum in the face of ongoing economic uncertainties. Xenia forecasts a 1.5% to 4.5% increase in Same-Property RevPAR compared to 2025. The continued recovery in corporate and leisure travel is expected to bolster Xenia’s performance further.

Verbaas highlighted, "As we reflect back on 2025, we are proud of the performance that our portfolio of high-quality hotels and resorts achieved during the year." He also noted the importance of continued investments in renovation projects and operational improvements that are poised to support the company's growth trajectory moving forward.

Conclusion

Xenia Hotels & Resorts has demonstrated a remarkable ability to rebound from the effects of past challenges, reflected in its impressive financial results for 2025. As the hospitality sector continues to recover, Xenia is well-positioned to seize new growth opportunities and deliver added value to its investors and customers alike.