RLJ-PA RLJ Lodging Trust

BULLISH Impact: 7/10 8-K
Horizon weeks Filed May 4, 2026 Processed 19d 13h ago SEC 0001511337-26-000010
8-K Item 2.02: Earnings release
Latest settled — T+5d
RLJ-PA ▲ +0.20% at T+5d
LONG call ✓ call won +0.20% · α vs SPY -2.74% · entry $25.21 → $25.26
Next anchor: T+20d in 9d
Last close $25.19 (close May 22) · -0.06% from $25.21 entry
Entry anchored
May 4, 2026
via day open
T+1d
-0.24%
call -0.24% · α -1.03%
$25.15
settled 19d ago
T+5d
+0.20%
call +0.20% · α -2.74%
$25.26
settled 13d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

RLJ Lodging Trust reported Q1 2026 total revenue of $339.98M, beating consensus of $324.2M by 4.86%, and Adjusted FFO per share of $0.33, up 6.5% YoY. The company raised its full-year outlook for RevPAR growth, Hotel EBITDA, and Adjusted FFO, and announced a $250M share repurchase program.

Actionable Insight

The raised guidance and share repurchase authorization signal management confidence in continued urban market recovery. Watch Q2 RevPAR trends and occupancy data for confirmation of guidance achievability.

Key Facts

  • Total revenue $339.98M vs consensus $324.2M (+4.86%)
  • Adjusted FFO per diluted share and unit $0.33, up 6.5% YoY
  • Comparable RevPAR increased 4.8% to $148.55
  • Full-year Adjusted FFO guidance raised to $1.29-$1.45 per share
  • Board approved $250M share repurchase program

Financial Impact

Revenue beat by $15.8M; adjusted FFO per share growth of $0.02 YoY; guidance range implies ~$0.68-$0.84 per share upside from prior year

revenueadjusted FFOhotel EBITDA margin

Risk Factors

  • Geopolitical uncertainty may impact travel demand
  • Net loss widened to -$0.3M from +$3.2M, though non-cash adjusted metrics improved
  • Debt refinancing completed but $500M senior notes mature in July 2026

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001511337-26-000010
Document: 0001511337-26-000010-index.html0001511337-26-000010
Document: 0001511337-26-000010.txt0001511337-26-000010
8-K Data (Synthetic)0001511337-26-000010

US Market Status

Market Closed — Opens Tue (34h 49m)

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