Service Properties Trust (NAS:HPTRP.PFD)

Q4 2025 Service Properties Trust Earnings Call Transcript

Feb 26, 2026 / 03:00 PM GMT

Transcript 10-K8-K

Key Points

Positve

Service Properties Trust (SVC) completed the sale of 66 hotels for $534 million, contributing to a total of 112 hotel sales for the year, generating nearly $860 million.
The company successfully redeemed $800 million of 2026 debt maturities and $300 million of February 2027 notes, improving its debt maturity profile.
SVC's hotel portfolio outperformed the broader industry with a 70 basis point increase in RevPAR, marking the fifth consecutive quarter of outperformance.
The company secured $745 million in new 5-year mortgage financing at a lower interest rate, resulting in annual cash savings of approximately $14 million.
SVC's net lease portfolio remains strong, with a 97% lease rate and a weighted average lease term of 7.4 years, supported by recent acquisitions with a weighted average lease term of 14.3 years.

Negative

Hotel EBITDA declined year over year due to elevated labor costs and broader operating expense pressures.
The scale and timing of hotel dispositions created temporary operational disruptions, impacting performance.
The company's net lease acquisition guidance for 2026 is significantly lower than 2025 levels, indicating a strategic shift in capital deployment.
SVC's hotel portfolio faced challenges from uneven demand trends, with RevPAR declining 1.1% year over year in the broader US lodging industry.
The company's financial results were impacted by a $5 million year-over-year decrease in adjusted EBITDA, primarily due to a decline in hotel EBITDA.

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

SVC.OQ - Service Properties Trust
Q4 2025 Service Properties Trust Earnings Call
Feb 26, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Service Properties Trust 4th quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing then 0 on your telephone keypad. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press, then 1 on your telephone keypad. To withdraw your question, please press 2.

Please note this event is being recorded. I would now like to turn the conference over to Kevin Barry, senior director of investor relations.

Please go ahead.

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Unidentified_2 [2]

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