Braemar Hotels & Resorts Inc (FRA:42V)

Q3 2025 Braemar Hotels & Resorts Inc Earnings Call Transcript

Nov 5, 2025 / 05:00 PM GMT

Release Date Price: €2.16

Transcript 10-Q8-K

Key Points

Positve

Braemar Hotels & Resorts Inc (BHR) reported a 1.4% growth in comparable RevPAR and a 15.1% increase in total comparable hotel revenue for the third quarter.
The company's luxury resort portfolio showed strong performance, with a 5.5% increase in comparable RevPAR and a 58% increase in comparable hotel EBITDA.
Significant renovations at several properties are expected to drive future performance, with the Ritz-Carlton Lake Tahoe and Four Seasons Resort Scottsdale showing impressive growth post-renovation.
The company successfully addressed its final 2025 debt maturity and completed strategic sales, such as the Marriott Seattle Waterfront, to deleverage and focus on luxury assets.
Braemar Hotels & Resorts Inc (BHR) has redeemed approximately $125 million of its non-traded preferred stock, representing 27% of the original capital raise, to improve cash flow per share.

Negative

The company reported a net loss attributable to common stockholders of $8.2 million or $0.12 per diluted share for the third quarter.
Comparable RevPAR for urban hotels decreased by 3.9% due to renovations and citywide occupancy declines in certain areas.
The company's debt structure includes a high percentage of floating-rate debt, with approximately 87% effectively floating.
Ongoing renovations at several properties have temporarily impacted portfolio results, with some hotels under major renovations.
The government pullback has affected group bookings and catering at certain properties, particularly in Washington, D.C.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BHR.N - Braemar Hotels & Resorts Inc
Q3 2025 Braemar Hotels & Resorts Inc Earnings Call
Nov 05, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and thank you for standing by. My name is Regina and I will be your conference operator today. At this time, I'd like to welcome everyone to the Braemar Hotels and Resorts Inc. 3rd quarter 2025 results conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad to withdraw your question, press one again. I'd now like to turn the conference over to Alison Beach, director of public relations. Please go ahead.

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