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Park Hotels & Resorts Inc. Reports First Quarter 2026 Results

businesswire.com

Park Hotels & Resorts Inc. Reports First Quarter 2026 Results TYSONS, Va.--( BUSINESS WIRE)--Park Hotels & Resorts Inc. (“Park” or the “Company”) (NYSE: PK) today announced results for the first quarter ended March 31, 2026 and provided an operational update and an update on its Non-Core hotel disposition initiative.

First Quarter Highlights Include:

Thomas J. Baltimore, Jr., Chairman and Chief Executive Officer, stated, “I am very pleased with our first quarter results, with Core RevPAR increasing over 5% year-over-year excluding the Royal Palm, driven by continued strength at our resort hotels. At the Bonnet Creek complex in Orlando, combined RevPAR increased approximately 16% as group revenues increased nearly 19%, further demonstrating the continued benefits from our transformative renovation and meeting space expansion. In Hawaii, combined RevPAR increased 2% year-over-year, despite severe storms at the Hilton Hawaiian Village Waikiki Beach Resort that impacted combined Hawaii RevPAR by 340 basis points during the quarter. Additionally, our resort hotels in Santa Barbara and Puerto Rico delivered strong results during the quarter, while our urban hotels in San Francisco, Denver and New York further bolstered our performance with combined RevPAR at our Core urban hotels increasing nearly 2% year-over-year, despite a nearly 170 basis point headwind to Core RevPAR growth from lapping the Super Bowl held in New Orleans last year. Reflecting our strong performance, we have updated our full-year outlook accordingly. While the global environment remains uncertain, including geopolitical tensions in the Middle East and their potential impact on consumer spending and business investment, we expect easier year-over-year comparisons and meaningful demand tailwinds from major events such as the World Cup and the United States’ 250th anniversary celebrations to support lodging fundamentals in key markets.”

Additional Highlights Include:

Non-Core Hotel Dispositions:

Mr. Baltimore added, “We remain laser-focused on enhancing the quality of our iconic portfolio through the disposition of our remaining Non-Core hotels, while continuing to invest in our highest-quality assets and expanding our track record of executing high yielding return on investment projects to create shareholder value. Year-to-date, we have sold two Non-Core hotels for gross proceeds of approximately $31 million and invested $83 million in capital improvements across our Core hotels during the first quarter. The Royal Palm is expected to reopen in June 2026 after its comprehensive renovations and repositioning, and we are excited about the full-scale $96 million renovation of the Ali’i Tower at the Hilton Hawaiian Village Waikiki Beach Resort, with construction expected to begin during the third quarter.”

Selected Statistical and Financial Information

(unaudited, amounts in millions, except RevPAR, ADR, Total RevPAR and per share data)

Three Months Ended March 31,

2026

2025

Change (1)

Comparable Hotels:

RevPAR (2)

$

191.05

$

186.96

2.2

%

Occupancy

71.7

%

70.0

%

1.7 % pts

ADR

$

266.47

$

267.26

(0.3

)%

Total RevPAR

$

321.02

$

315.66

1.7

%

Core Hotels:

RevPAR (3)

$

210.52

$

207.50

1.5

%

Occupancy

73.0

%

72.1

%

0.9 % pts

ADR

$

288.30

$

287.54

0.3

%

Total RevPAR

$

358.86

$

353.48

1.5

%

Net income (loss)

$

12

$

(57

)

121.1

%

Net income (loss) attributable to stockholders

$

11

$

(57

)

119.3

%

Operating income

$

62

$

7

798.4

%

Operating income margin

9.9

%

1.1

%

880 bps

Comparable Hotel Adjusted EBITDA

$

152

$

153

(0.3

)%

Comparable Hotel Adjusted EBITDA margin

25.8

%

26.4

%

(60) bps

Core Hotel Adjusted EBITDA

$

141

$

144

(2.0

)%

Core Hotel Adjusted EBITDA margin

27.7

%

28.7

%

(100) bps

Adjusted EBITDA

$

143

$

144

(0.7

)%

Adjusted FFO attributable to stockholders

$

90

$

92

(2.2

)%

Earnings (loss) per share – Diluted (1)

$

0.05

$

(0.29

)

117.2

%

Adjusted FFO per share – Diluted (1)

$

0.45

$

0.46

(2.2

)%

Weighted average shares outstanding – Diluted

200

200

0

______________________________________________

(1)

Percentages are calculated based on unrounded numbers.

(2)

Comparable RevPAR, excluding the Royal Palm, increased 5.5% for the three months ended March 31, 2026 compared to the same period in 2025.

(3)

Core RevPAR, excluding the Royal Palm, increased 5.4% for the three months ended March 31, 2026 compared to the same period in 2025.

Operational Update on Core Hotels

Results for Park’s Core hotels and Core hotels by type are as follows:

(unaudited, dollars in millions)

RevPAR

Hotel Revenue

Hotel Adjusted EBITDA

Rooms

1Q26

1Q25

Change (1)

1Q26

1Q25

Change

1Q26

1Q25

Change (1)

Hilton Hawaiian Village Waikiki Beach Resort

2,886

$

230.18

$

228.03

0.9

%

$

101

$

97

4.1

%

$

34

$

32

4.1

%

Hilton Waikoloa Village

661

297.23

281.38

5.6

36

36

(2.0

)

11

13

(15.2

)

Signia by Hilton Orlando Bonnet Creek

1,009

249.73

220.06

13.5

59

54

10.3

26

23

14.2

Waldorf Astoria Orlando

502

417.28

353.35

18.1

34

29

19.3

14

11

32.7

New York Hilton Midtown

1,878

207.88

189.87

9.5

54

51

5.2

(5

)

(4

)

(10.0

)

Hilton New Orleans Riverside

1,622

153.24

180.02

(14.9

)

42

47

(12.2

)

16

20

(21.0

)

Caribe Hilton

652

353.12

315.29

12.0

31

27

14.7

12

9

29.8

Hilton Boston Logan Airport

604

198.65

182.39

8.9

14

13

8.7

2

2

(4.3

)

Hyatt Regency Boston

502

142.02

136.02

4.4

9

8

8.4

1

1

(54.6

)

Hilton Santa Barbara Beachfront Resort

360

209.18

170.74

22.5

11

9

23.1

4

3

40.7

Hyatt Regency Mission Bay Spa and Marina

438

178.01

158.57

12.3

13

12

14.1

2

2

29.2

Casa Marina Key West, Curio Collection

311

693.60

633.58

9.5

29

26

9.5

15

13

12.1

The Reach Key West, Curio Collection

150

598.00

562.23

6.4

11

11

0.6

5

5

3.6

Hilton Chicago

1,544

71.16

80.72

(11.8

)

19

23

(16.2

)

(6

)

(3

)

(98.1

)

Hilton Denver City Center

613

113.38

95.77

18.4

9

9

7.4

2

2

49.8

DoubleTree Hotel Washington DC – Crystal City

627

125.38

137.11

(8.6

)

10

11

(4.2

)

2

3

(14.0

)

Hilton McLean Tysons Corner

458

118.32

138.75

(14.7

)

8

9

(15.7

)

1

(65.7

)

JW Marriott San Francisco Union Square

344

376.59

296.35

27.1

16

13

26.2

6

4

46.7

Juniper Hotel Cupertino, Curio Collection

224

172.23

133.75

28.8

4

3

30.0

1

125.0

Total Core Hotels excluding Royal Palm

15,385

215.90

204.89

5.4

510

488

4.6

142

137

4.0

Royal Palm South Beach Miami (2)

393

309.76

(100.0

)

14

(100.0

)

(1

)

7

(116.8

)

Total Core Hotels (20 Hotels)

15,778

210.52

207.50

1.5

510

502

1.7

141

144

(2.0

)

Non-Core Hotels (11 Hotels)

4,689

125.52

117.92

6.4

81

79

2.7

11

9

26.7

Total Comparable Hotels (31 Hotels)

20,467

$

191.05

$

186.96

2.2

%

$

591

$

581

1.8

%

$

152

$

153

(0.3

)%

Core ADR

Core Occupancy

Core RevPAR

Hotels

Rooms

1Q26

1Q25

Change (1)

1Q26

1Q25

Change

1Q26

1Q25

Change (1)

Resort

10

7,362

$

341.59

$

339.07

0.7

%

80.0

%

79.5

%

0.5 % pts

$

273.18

$

269.45

1.4

%

Urban

6

6,503

238.84

243.92

(2.1

)

65.6

63.2

2.4

156.72

154.11

1.7

Airport/Suburban

4

1,913

213.19

202.64

5.2

71.4

74.7

(3.3

)

152.31

151.41

0.6

All Types - Core Hotels

20

15,778

$

288.30

$

287.54

0.3

%

73.0

%

72.1

%

0.9 % pts

$

210.52

$

207.50

1.5

%

______________________________________________

(1)

Calculated based on unrounded numbers.

(2)

The Royal Palm suspended operations in mid-May 2025 for a comprehensive renovation.

For the three months ended March 31, 2026, Park’s resort hotels drove the performance of its portfolio. The Signia by Hilton Orlando Bonnet Creek and Waldorf Astoria Orlando continued to benefit from the comprehensive renovation and expansion projects completed in early 2024, increasing both group and transient demand, which increased combined RevPAR by approximately 16% and resulted in a combined increase in food and beverage revenue of nearly 15%, or approximately $6 million, for the three months ended March 31, 2026 compared to the same period in 2025. The Hilton Hawaiian Village Waikiki Beach Resort and Hilton Waikoloa Village benefited from an increase in transient demand following the completion of the first phase of guestroom renovations at both hotels last year, with RevPAR at the Hilton Hawaiian Village Waikiki Beach Resort increasing slightly, despite the impact from severe storms, and RevPAR at the Hilton Waikoloa Village increasing nearly 6% for the three months ended March 31, 2026 compared to the same period in 2025. The Caribe Hilton in Puerto Rico benefited from a nearly 95% increase in group revenues, which increased RevPAR by 12% for the three months ended March 31, 2026 compared to the same period in 2025. The Casa Marina Key West, Curio Collection and The Reach Key West, Curio Collection both benefited from strong transient demand, with combined RevPAR increasing approximately 9% for the three months ended March 31, 2026 compared to the same period in 2025. Group and transient revenues at the Hilton Santa Barbara Beachfront Resort and Hyatt Regency Mission Bay Spa and Marina increased a combined 21% and 12%, respectively, driving increases in RevPAR of nearly 23% and 12%, respectively. Additionally, Park’s urban hotel performance was led by the JW Marriott San Francisco Union Square with RevPAR increasing over 27% as group and transient revenues each increased approximately 25%.

These increases were offset by the Royal Palm, which suspended operations in mid-May 2025 for a comprehensive renovation, impacting Core RevPAR by over 390 basis points for the three months ended March 31, 2026 compared to the same period in 2025, as well as the decrease in group and transient demand at the Hilton New Orleans Riverside, primarily due to the Super Bowl being held in New Orleans in 2025, which impacted Core RevPAR by nearly 170 basis points. In addition, group revenues at the Hilton Chicago declined nearly 24% for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to a loss of non-repeating corporate events occurring last year during the typically low demand season. The New York Hilton Midtown also had a slight decrease in Hotel Adjusted EBITDA as a result of higher union-related, utility and other administrative expenses, despite RevPAR increasing nearly 10%.

Additionally, increases in hotel operating expenses were limited to approximately 2.5% for the first quarter of 2026 compared to the same period in 2025, which is within the lower end of the expected full-year range of 2.4% to 3.4%, despite headwinds from an inflationary environment.

Non-Core Disposition Initiative

The status of Park’s Non-Core dispositions since January 1, 2026 is as follows:

(unaudited, dollars in millions)

Status

# of Hotels

Room Count

2025 Hotel Adjusted EBITDA (1)

Sold in 2026

2

589

$4

Remaining Non-Core Hotels To Be Sold

9

4,018

$41

Remaining Safehold Leases (2)

3

959

$16

Total Remaining Non-Core Hotels

12

4,977

$57

______________________________________________

(1)

Includes Park’s share from its Non-Core unconsolidated joint venture.

(2)

Timing for the disposition of the Hilton Salt Lake City Center, DoubleTree Hotel San Diego - Mission Valley and DoubleTree Hotel Durango cannot be determined given ongoing litigation.

Balance Sheet and Liquidity

As of March 31, 2026, Park’s liquidity was approximately $2.0 billion, including $1 billion of available capacity under the senior unsecured revolving credit facility (“Revolver”) and the undrawn $800 million senior unsecured delayed draw term loan facility (“2025 Delayed Draw Term Loan”). Park expects to draw from both the Bonnet Creek Mortgage Loan and the 2025 Delayed Draw Term Loan to fully prepay, without penalty i) the $121 million secured mortgage loan encumbering the Hyatt Regency Boston at the end of the second quarter, and ii) the $1.275 billion secured mortgage loan encumbering the Hilton Hawaiian Village Waikiki Beach Resort during the third quarter. Park also intends to refinance the $152 million secured mortgage loan encumbering the Hilton Santa Barbara Beachfront Resort during the fourth quarter. As of March 31, 2026, Park’s Net Debt was approximately $3.8 billion, and the weighted average maturity of Park’s consolidated debt is 1.9 years.

Park had the following debt outstanding as of March 31, 2026:

(unaudited, dollars in millions)

Debt

Collateral

Interest Rate

Maturity Date

As of

March 31, 2026

Fixed Rate Debt

Mortgage loan

Hilton Denver City Center

4.90%

September 2026 (1)

$

50

Mortgage loan

Hyatt Regency Boston

4.25%

July 2026

121

Mortgage loan

Hilton Hawaiian Village Waikiki Beach Resort

4.20%

November 2026

1,275

Mortgage loan

Hilton Santa Barbara Beachfront Resort

4.17%

December 2026

152

Mortgage loan

DoubleTree Hotel Ontario Airport

5.37%

May 2027

30

2028 Senior Notes

Unsecured

5.88%

October 2028

725

2029 Senior Notes

Unsecured

4.88%

May 2029

750

2030 Senior Notes

Unsecured

7.00%

February 2030

550

Finance lease obligations

6.88%

2027 to 2030

1

Total Fixed Rate Debt

5.11% (2)

3,654

Variable Rate Debt

Revolver (3)

Unsecured

SOFR + 2.25%

September 2029

2024 Term Loan

Unsecured

SOFR + 2.20%

May 2027

200

2025 Delayed Draw Term Loan (3)

Unsecured

SOFR + 2.20%

January 2030

Total Variable Rate Debt

5.88%

200

Less: unamortized deferred financing costs and discount

(16

)

Total Debt (4)

5.15% (2)

$

3,838

_____________________________________________

(1)

The loan matures in August 2042 but became callable by the lender in August 2022 with six months notice. As of March 31, 2026, Park had not received notice from the lender.

(2)

Calculated on a weighted average basis.

(3)

As of April 30, 2026, Park has approximately $1 billion of available capacity under the Revolver with no outstanding letters of credit and $800 million of its 2025 Delayed Draw Term Loan available.

(4)

Excludes $130 million of Park’s share of debt of its unconsolidated joint ventures.

Capital Investments

During the first quarter of 2026, Park spent $83 million on capital improvements at its hotels, and expects to spend between $230 million to $260 million in capital expenditures during 2026. During the first quarter of 2026, Park successfully completed the second and final phase of guestroom renovations and room conversions, totaling approximately $85 million that began in 2025, at two towers of its flagship properties in Hawaii – the 822-room Rainbow Tower at the Hilton Hawaiian Village Waikiki Beach Resort and the 414-room Palace Tower at the Hilton Waikoloa Village. Additionally, in January 2026, Park completed the second of three phases of guestroom renovations, which also commenced in 2025 and totaled over $30 million, in the 1,169-room main tower at the Hilton New Orleans Riverside.

The comprehensive renovation at the Royal Palm, which began in mid-May 2025 and includes a full renovation of all 393 guestrooms at the oceanfront hotel, along with the addition of 11 new guestrooms, is expected to generate a 15% to 20% return on investment. Hotel operations were suspended beginning in mid-May 2025 with an expected reopening in June 2026. Additionally, Park expects to begin $96 million of renovations at the 348-room Ali’i Tower at the Hilton Hawaiian Village Waikiki Beach Resort, along with the addition of three new guestrooms at the premium oceanfront tower, during the third quarter of 2026, continuing its upgrades of the iconic hotel, and expects to complete the third and final phase of the main tower at the Hilton New Orleans Riverside during the fourth quarter of 2026.

Dividends

Park declared a first quarter 2026 cash dividend of $0.25 per share to stockholders of record as of March 31, 2026. The first quarter dividend was paid on April 15, 2026.

On April 24, 2026, Park declared a second quarter 2026 cash dividend of $0.25 per share to be paid on July 15, 2026 to stockholders of record as of June 30, 2026. The declared dividends translate to an annualized yield of approximately 9.0% based on Park’s recent trading levels.

Full-Year 2026 Outlook

Park expects full-year 2026 operating results to be as follows:

(unaudited, dollars in millions, except per share amounts and RevPAR)

Full-Year 2026 Outlook

as of April 30, 2026

Full-Year 2026 Outlook

as of February 19, 2026

Change at

Midpoint

Metric

Low

High

Low

High

RevPAR

$

192

$

196

$

190

$

194

$

2

RevPAR change vs. 2025

0.5

%

2.5

%

0.0

%

2.0

%

50 bps

Net income

$

66

$

96

$

69

$

99

$

(3

)

Net income attributable to stockholders

$

58

$

88

$

62

$

92

$

(4

)

Earnings per share – Diluted (1)

$

0.29

$

0.44

$

0.31

$

0.46

$

(0.02

)

Adjusted EBITDA

$

587

$

617

$

580

$

610

$

7

Adjusted FFO per share – Diluted (1)

$

1.74

$

1.90

$

1.73

$

1.89

$

0.01

______________________________________________

(1)

Amounts are calculated based on unrounded numbers.

Park’s outlook is based in part on the following assumptions:

Park’s full-year 2026 outlook is based on several factors, many of which are outside the Company’s control, including uncertainty surrounding macroeconomic factors, such as inflation, changes in interest rates and the possibility of an economic recession or slowdown, as well as the assumptions set forth above, all of which are subject to change. Additionally, Park’s full-year 2026 outlook does not include assumptions around the incremental impact of tariff announcements (including any foreign tariffs announced in response to changes in U.S. trade policy), changes in travel patterns to or in the U.S. as a result of foreign conflicts, disapproval of U.S. foreign or domestic policy, or government or agency shutdowns as the net effect of such announcements or events cannot be ascertained or quantified at this time.

Supplemental Disclosures

In conjunction with this release, Park has furnished a financial supplement with additional disclosures on its website. Visit www.pkhotelsandresorts.com for more information. Park has no obligation to update any of the information provided to conform to actual results or changes in Park’s portfolio, capital structure or future expectations.

Conference Call

Park will host a conference call for investors and other interested parties to discuss first quarter 2026 results on May 1, 2026 beginning at 11 a.m. Eastern Time. Participants may listen to the live webcast by logging onto the Investors section of the website at www.pkhotelsandresorts.com. Alternatively, participants may listen to the live call by dialing (877) 451-6152 in the United States or (201) 389-0879 internationally and requesting Park Hotels & Resorts’ First Quarter 2026 Earnings Conference Call. Participants are encouraged to dial into the call or link to the webcast at least ten minutes prior to the scheduled start time.

A replay of the webcast will be available within 24 hours after the live event on the Investors section of Park’s website.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include, but are not limited to, statements related to Park’s current expectations regarding the performance of its business, financial results, liquidity and capital resources, including the use of proceeds from Park’s 2025 Delayed Draw Term Loan and its Bonnet Creek Mortgage Loan, and the anticipated repayment and refinancing of certain of Park’s indebtedness, the completion of capital allocation priorities and expected returns on such projects, the expected repurchase of Park’s stock, the impact from macroeconomic factors (including elevated inflation and interest rates, potential economic slowdown or a recession and geopolitical conflicts or trends, including trade policy, travel barriers or changes in travel preferences for U.S. destinations, including as a result of government and agency shutdowns), the effects of competition and the effects of future legislation, executive action or regulations, tariffs, the expected completion of anticipated dispositions, including of Park’s Non-Core hotels (as defined below), and the declaration, payment and any change in amounts of future dividends and other non-historical statements. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by the use of forward-looking terminology such as the words “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “could,” “seeks,” “projects,” “predicts,” “intends,” “plans,” “estimates,” “anticipates,” “hopes” or the negative version of these words or other comparable words. You should not rely on forward-looking statements since they involve known and unknown risks, uncertainties and other factors which are, in some cases, beyond Park’s control and which could materially affect its results of operations, financial condition, cash flows, performance or future achievements or events.

All such forward-looking statements are based on current expectations of management and therefore involve estimates and assumptions that are subject to risks, uncertainties and other factors that could cause actual results to differ materially from the results expressed in these forward-looking statements. You should not put undue reliance on any forward-looking statements and Park urges investors to carefully review the disclosures Park makes concerning risk and uncertainties in Item 1A: “Risk Factors” in Park’s Annual Report on Form 10-K for the year ended December 31, 2025, as such factors may be updated from time to time in Park’s filings with the Securities and Exchange Commission (“SEC”), which are accessible on the SEC’s website at www.sec.gov. Except as required by law, Park undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.

Non-GAAP Financial Measures

Park presents certain non-GAAP financial measures in this press release, including Nareit FFO attributable to stockholders, Adjusted FFO attributable to stockholders, FFO per share, Adjusted FFO per share, EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA, Hotel Adjusted EBITDA margin and Net Debt. These non-GAAP financial measures should be considered along with, but not as alternatives to, net income (loss) as a measure of its operating performance. Please see the schedules included in this press release including the “Definitions” section for additional information and reconciliations of such non-GAAP financial measures.

About Park

Park is one of the largest publicly-traded lodging real estate investment trusts (“REIT”) with a diverse portfolio of iconic and market-leading hotels and resorts with significant underlying real estate value. Park’s portfolio currently consists of 33 premium-branded hotels and resorts with over 22,000 rooms primarily located in prime city center and resort locations. Visit www.pkhotelsandresorts.com for more information.

PARK HOTELS & RESORTS INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(in millions, except share and per share data)

March 31, 2026

December 31, 2025

ASSETS

(unaudited)

Property and equipment, net

$

6,976

$

6,955

Assets held for sale, net

14

Intangibles, net

41

41

Cash and cash equivalents

156

232

Restricted cash

34

32

Accounts receivable, net of allowance for doubtful accounts of $3 and $2

142

116

Prepaid expenses

66

60

Other assets

77

80

Operating lease right-of-use assets

166

170

TOTAL ASSETS (variable interest entities – $207 and $207)

$

7,658

$

7,700

LIABILITIES AND EQUITY

Liabilities

Debt

$

3,838

$

3,838

Accounts payable and accrued expenses

225

198

Dividends payable

50

56

Due to hotel managers

104

134

Other liabilities

201

189

Operating lease liabilities

207

209

Total liabilities (variable interest entities – $197 and $198)

4,625

4,624

Stockholders’ Equity

Common stock, par value $0.01 per share, 6,000,000,000 shares authorized, 202,511,845 shares issued and 201,249,407 shares outstanding as of March 31, 2026 and 200,938,658 shares issued and 199,901,086 shares outstanding as of December 31, 2025

2

2

Additional paid-in capital

4,023

4,031

Accumulated deficit

(937

)

(902

)

Total stockholders’ equity

3,088

3,131

Noncontrolling interests

(55

)

(55

)

Total equity

3,033

3,076

TOTAL LIABILITIES AND EQUITY

$

7,658

$

7,700

PARK HOTELS & RESORTS INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(unaudited, in millions, except per share data)

Three Months Ended March 31,

2026

2025

Revenues

Rooms

$

356

$

363

Food and beverage

182

182

Ancillary hotel

60

63

Other

24

22

Total revenues

622

630

Operating expenses

Rooms

97

100

Food and beverage

122

123

Other departmental and support

145

151

Other property

54

57

Management fees

30

30

Impairment

5

70

Depreciation and amortization

64

69

Corporate general and administrative

18

18

Other

24

21

Total expenses

559

639

Loss on sale of assets, net

(1

)

Gain on derecognition of assets

16

Operating income

62

7

Interest income

1

3

Interest expense

(51

)

(52

)

Interest expense associated with hotels in receivership

(16

)

Equity in earnings from investments in affiliates

1

Other gain, net

2

Income (loss) before income taxes

13

(56

)

Income tax expense

(1

)

(1

)

Net income (loss)

12

(57

)

Net income attributable to noncontrolling interests

(1

)

Net income (loss) attributable to stockholders

$

11

$

(57

)

Earnings (loss) per share:

Earnings (loss) per share – Basic

$

0.05

$

(0.29

)

Earnings (loss) per share – Diluted

$

0.05

$

(0.29

)

Weighted average shares outstanding – Basic

199

200

Weighted average shares outstanding – Diluted

200

200

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

EBITDA AND ADJUSTED EBITDA

(unaudited, in millions)

Three Months Ended

March 31,

2026

2025

Net income (loss)

$

12

$

(57

)

Depreciation and amortization expense

64

69

Interest income

(1

)

(3

)

Interest expense

51

52

Interest expense associated with hotels in receivership (1)

16

Income tax expense

1

1

Interest income and expense, income tax and depreciation and amortization included in equity in earnings

from investments in affiliates

2

EBITDA

127

80

Loss on sale of assets, net

1

Gain on derecognition of assets (1)

(16

)

Share-based compensation expense

4

4

Impairment

5

70

Other items

6

6

Adjusted EBITDA

$

143

$

144

______________________________________________

(1)

For the three months ended March 31, 2025, represents accrued interest expense associated with the default of the $725 million non-recourse CMBS loan (“SF Mortgage Loan”), which was offset by a gain on derecognition for the corresponding increase of the contract asset on Park’s condensed consolidated balance sheets. The SF Mortgage Loan was assumed by the buyer of the 1,921-room Hilton San Francisco Union Square and the 1,024-room Parc 55 San Francisco – a Hilton Hotel (collectively, the “Hilton San Francisco Hotels”), which were sold by the court-appointed receiver on November 21, 2025.

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

HOTEL ADJUSTED EBITDA AND HOTEL ADJUSTED EBITDA MARGIN

COMPARABLE AND CORE HOTELS

(unaudited, dollars in millions)

Three Months Ended

March 31,

2026

2025

Adjusted EBITDA

$

143

$

144

Less: Adjusted EBITDA from investments in affiliates

(6

)

(8

)

Add: All other (1)

14

15

Hotel Adjusted EBITDA

151

151

Less: Adjusted EBITDA from hotels disposed of

1

2

Comparable Hotel Adjusted EBITDA

152

153

Less: Adjusted EBITDA from Non-Core hotels

(11

)

(9

)

Core Hotel Adjusted EBITDA

$

141

$

144

Three Months Ended

March 31,

2026

2025

Total Revenues

$

622

$

630

Less: Other revenue

(24

)

(22

)

Less: Revenues from hotels disposed of

(7

)

(27

)

Comparable Hotel Revenues

591

581

Less: Hotel Revenues from Non-Core hotels

(81

)

(79

)

Core Hotel Revenues

$

510

$

502

Three Months Ended March 31,

2026

2025

Change (2)

Total Revenues

$

622

$

630

(1.4

)%

Operating income

$

62

$

7

798.4

%

Operating income margin (2)

9.9

%

1.1

%

880 bps

Comparable Hotel Revenues

$

591

$

581

1.8

%

Comparable Hotel Adjusted EBITDA

$

152

$

153

(0.3

)%

Comparable Hotel Adjusted EBITDA margin (2)

25.8

%

26.4

%

(60) bps

Core Hotel Revenues

$

510

$

502

1.7

%

Core Hotel Adjusted EBITDA

$

141

$

144

(2.0

)%

Core Hotel Adjusted EBITDA margin (2)

27.7

%

28.7

%

(100) bps

______________________________________________

(1)

Includes other revenues and other expenses, non-income taxes on TRS leases included in other property expenses and corporate general and administrative expenses in the condensed consolidated statements of operations.

(2)

Percentages are calculated based on unrounded numbers.

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

HOTEL ADJUSTED EBITDA

COMPARABLE, CORE AND NON-CORE HOTELS

(unaudited, in millions)

Three Months Ended March 31, 2026

Total

Core Hotels

Non-Core

Hotels

Rooms

$

356

$

299

$

57

Food and beverage

182

157

25

Ancillary hotel

60

54

6

Total hotel revenues

598

510

88

Less:

Rooms expense

97

80

17

Food and beverage expense

122

106

16

Other departmental and support expense

145

117

28

Management fees

30

26

4

Other property expenses (1)

53

40

13

Total hotel expenses

447

369

78

Hotel Adjusted EBITDA

151

141

10

Less: Adjusted EBITDA from hotels disposed of

1

1

Comparable Hotel Adjusted EBITDA

$

152

$

141

$

11

______________________________________________

(1)

Total other property expenses primarily include real and personal property taxes, other local taxes, ground rent, equipment rent and property insurance incurred in the normal course of business.

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

NAREIT FFO AND ADJUSTED FFO

(unaudited, in millions, except per share data)

Three Months Ended

March 31,

2026

2025

Net income (loss) attributable to stockholders

$

11

$

(57

)

Depreciation and amortization expense

64

69

Depreciation and amortization expense attributable to noncontrolling interests

(1

)

(1

)

Loss on sale of assets, net

1

Gain on derecognition of assets (1)

(16

)

Impairment

5

70

Equity investment adjustments:

Equity in earnings from investments in affiliates

(1

)

Pro rata FFO of investments in affiliates

1

Nareit FFO attributable to stockholders

79

66

Share-based compensation expense

4

4

Interest expense associated with hotels in receivership (1)

16

Other items

7

6

Adjusted FFO attributable to stockholders

$

90

$

92

Nareit FFO per share – Diluted (2)

$

0.39

$

0.33

Adjusted FFO per share – Diluted (2)

$

0.45

$

0.46

Weighted average shares outstanding – Diluted

200

200

______________________________________________

(1)

For the three months ended March 31, 2025, represents accrued interest expense associated with the default of the SF Mortgage Loan, which was offset by a gain on derecognition for the corresponding increase of the contract asset on Park’s condensed consolidated balance sheets. The SF Mortgage Loan was assumed by the buyer of the Hilton San Francisco Hotels, which were sold by the court-appointed receiver on November 21, 2025.

(2)

Per share amounts are calculated based on unrounded numbers.

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

NET DEBT

(unaudited, in millions)

March 31, 2026

Debt

$

3,838

Add: unamortized deferred financing costs and discount

16

Debt, excluding unamortized deferred financing cost, premiums and discounts

3,854

Add: Park’s share of unconsolidated affiliates debt, excluding unamortized deferred financing costs

130

Less: cash and cash equivalents

(156

)

Less: restricted cash

(34

)

Net Debt

$

3,794

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

OUTLOOK – EBITDA AND ADJUSTED EBITDA

(unaudited, in millions)

Year Ending

December 31, 2026

Low Case

High Case

Net income

$

66

$

96

Depreciation and amortization expense

252

252

Interest income

(5

)

(5

)

Interest expense

222

222

Income tax expense

8

8

Interest expense, income tax and depreciation and amortization included in equity in earnings

from investments in affiliates

2

2

EBITDA

545

575

Loss on sales of assets, net

2

2

Share-based compensation expense

19

19

Impairment

5

5

Other items

16

16

Adjusted EBITDA

$

587

$

617

PARK HOTELS & RESORTS INC.

NON-GAAP FINANCIAL MEASURES RECONCILIATIONS

OUTLOOK – NAREIT FFO ATTRIBUTABLE TO STOCKHOLDERS AND

ADJUSTED FFO ATTRIBUTABLE TO STOCKHOLDERS

(unaudited, in millions except per share data)

Year Ending

December 31, 2026

Low Case

High Case

Net income attributable to stockholders

$

58

$

88

Depreciation and amortization expense

252

252

Depreciation and amortization expense attributable to noncontrolling interests

(3

)

(3

)

Loss on sales of assets, net

2

2

Impairment

5

5

Equity investment adjustments:

Equity in earnings from investments in affiliates

(5

)

(5

)

Pro rata FFO of equity investments

5

5

Nareit FFO attributable to stockholders

314

344

Share-based compensation expense

19

19

Other items

16

18

Adjusted FFO attributable to stockholders

$

349

$

381

Adjusted FFO per share – Diluted (1)

$

1.74

$

1.90

Weighted average diluted shares outstanding

200

200

______________________________________________

(1)

Per share amounts are calculated based on unrounded numbers.

PARK HOTELS & RESORTS INC.

DEFINITIONS

Comparable

The Company presents certain data for its consolidated hotels on a Comparable basis as supplemental information for investors: Comparable Hotel Revenues, Comparable RevPAR, Comparable Occupancy, Comparable ADR, Comparable Hotel Adjusted EBITDA and Comparable Hotel Adjusted EBITDA Margin. The Company presents Comparable hotel results to help the Company and its investors evaluate the ongoing operating performance of its hotels. The Company’s Comparable hotel financial data includes results from Park’s consolidated hotels and property acquisitions as though such acquisitions occurred on the earliest period presented. Additionally, Comparable hotel financial data excludes results from property dispositions that have occurred prior to April 30, 2026.

Core/Non-Core

The Company’s Core portfolio includes 20 of Park’s consolidated hotels and 1 of Park’s unconsolidated hotels and consists primarily of hotels and resorts that cater to group and leisure demand. As of March 31, 2026, Park’s Non-Core portfolio included 12 consolidated hotels and 1 unconsolidated hotel. As of April 30, 2026, Park had 11 consolidated hotels and 1 unconsolidated hotel remaining in its Non-Core portfolio. Financial data presented for Park’s Core and Non-Core hotels are based on its consolidated hotels only.

EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin

Earnings before interest expense, taxes and depreciation and amortization (“EBITDA”), presented herein, reflects net income (loss) excluding depreciation and amortization, interest income, interest expense, income taxes and also interest income and expense, income tax and depreciation and amortization included in equity in earnings from investments in affiliates.

Adjusted EBITDA, presented herein, is calculated as EBITDA, as previously defined, further adjusted to exclude the following items that are not reflective of Park’s ongoing operating performance or incurred in the normal course of business, and thus, excluded from management’s analysis in making day-to-day operating decisions and evaluations of Park’s operating performance against other companies within its industry:

Hotel Adjusted EBITDA measures hotel-level results before debt service, depreciation and corporate expenses of the Company’s consolidated hotels, which excludes hotels owned by unconsolidated affiliates, and is a key measure of the Company’s profitability. The Company presents Hotel Adjusted EBITDA to help the Company and its investors evaluate the ongoing operating performance of the Company’s consolidated hotels.

Hotel Adjusted EBITDA margin is calculated as Hotel Adjusted EBITDA divided by total hotel revenue.

EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin are not recognized terms under United States (“U.S.”) GAAP and should not be considered as alternatives to net income (loss) or other measures of financial performance or liquidity derived in accordance with U.S. GAAP. In addition, the Company’s definitions of EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin may not be comparable to similarly titled measures of other companies.

The Company believes that EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin provide useful information to investors about the Company and its financial condition and results of operations for the following reasons: (i) EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin are among the measures used by the Company’s management team to make day-to-day operating decisions and evaluate its operating performance between periods and between REITs by removing the effect of its capital structure (primarily interest expense) and asset base (primarily depreciation and amortization) from its operating results; and (ii) EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin are frequently used by securities analysts, investors and other interested parties as a common performance measure to compare results or estimate valuations across companies in the industry.

EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin have limitations as analytical tools and should not be considered either in isolation or as a substitute for net income (loss) or other methods of analyzing the Company’s operating performance and results as reported under U.S. GAAP. Because of these limitations, EBITDA, Adjusted EBITDA and Hotel Adjusted EBITDA should not be considered as discretionary cash available to the Company to reinvest in the growth of its business or as measures of cash that will be available to the Company to meet its obligations. Further, the Company does not use or present EBITDA, Adjusted EBITDA, Hotel Adjusted EBITDA and Hotel Adjusted EBITDA margin as measures of liquidity or cash flows.

Nareit FFO attributable to stockholders, Adjusted FFO attributable to stockholders, Nareit FFO per share – diluted and Adjusted FFO per share – diluted

Nareit FFO attributable to stockholders and Nareit FFO per diluted share (defined as set forth below) are presented herein as non-GAAP measures of the Company’s performance. The Company calculates funds from (used in) operations (“FFO”) attributable to stockholders for a given operating period in accordance with standards established by the National Association of Real Estate Investment Trusts (“Nareit”), as net income (loss) attributable to stockholders (calculated in accordance with U.S. GAAP), excluding depreciation and amortization, gains or losses on sales of assets, impairment, and the cumulative effect of changes in accounting principles, plus adjustments for unconsolidated joint ventures. Adjustments for unconsolidated joint ventures are calculated to reflect the Company’s pro rata share of the FFO of those entities on the same basis. As noted by Nareit in its December 2018 “Nareit Funds from Operations White Paper – 2018 Restatement,” since real estate values historically have risen or fallen with market conditions, many industry investors have considered presentation of operating results for real estate companies that use historical cost accounting to be insufficient by themselves. For these reasons, Nareit adopted the FFO metric in order to promote an industry-wide measure of REIT operating performance. The Company believes Nareit FFO provides useful information to investors regarding its operating performance and can facilitate comparisons of operating performance between periods and between REITs. The Company’s presentation may not be comparable to FFO reported by other REITs that do not define the terms in accordance with the current Nareit definition, or that interpret the current Nareit definition differently. The Company calculates Nareit FFO per diluted share as Nareit FFO divided by the number of fully diluted shares outstanding during a given operating period.

The Company also presents Adjusted FFO attributable to stockholders and Adjusted FFO per diluted share when evaluating its performance because management believes that the exclusion of certain additional items described below provides useful supplemental information to investors regarding the Company’s ongoing operating performance. Management historically has made the adjustments detailed below in evaluating its performance and in its annual budget process. Management believes that the presentation of Adjusted FFO provides useful supplemental information that is beneficial to an investor’s complete understanding of operating performance. The Company adjusts Nareit FFO attributable to stockholders for the following items, which may occur in any period, and refers to this measure as Adjusted FFO attributable to stockholders:

Net Debt

Net Debt, presented herein, is a non-GAAP financial measure that the Company uses to evaluate its financial leverage. Net Debt is calculated as (i) debt excluding unamortized deferred financing costs; and (ii) the Company’s share of investments in affiliate debt, excluding unamortized deferred financing costs; reduced by (a) cash and cash equivalents; and (b) restricted cash and cash equivalents.

The Company believes Net Debt provides useful information about its indebtedness to investors as it is frequently used by securities analysts, investors and other interested parties to compare the indebtedness of companies. Net Debt should not be considered as a substitute to debt presented in accordance with U.S. GAAP. Net Debt may not be comparable to a similarly titled measure of other companies.

Occupancy

Occupancy represents the total number of room nights sold divided by the total number of room nights available at a hotel or group of hotels. Occupancy measures the utilization of the Company’s hotels’ available capacity. Management uses Occupancy to gauge demand at a specific hotel or group of hotels in a given period. Occupancy levels also help management determine achievable Average Daily Rate (“ADR”) levels as demand for rooms increases or decreases.

Average Daily Rate

ADR (or rate) represents rooms revenue divided by total number of room nights sold in a given period. ADR measures average room price attained by a hotel and ADR trends provide useful information concerning the pricing environment and the nature of the customer base of a hotel or group of hotels. ADR is a commonly used performance measure in the hotel industry, and management uses ADR to assess pricing levels that the Company is able to generate by type of customer, as changes in rates have a more pronounced effect on overall revenues and incremental profitability than changes in Occupancy, as described above.

Revenue per Available Room

Revenue per Available Room (“RevPAR”) represents rooms revenue divided by the total number of room nights available to guests for a given period. Management considers RevPAR to be a meaningful indicator of the Company’s performance as it provides a metric correlated to two primary and key factors of operations at a hotel or group of hotels: Occupancy and ADR. RevPAR is also a useful indicator in measuring performance over comparable periods.

Total RevPAR

Total RevPAR represents rooms, food and beverage and other hotel revenues divided by the total number of room nights available to guests for a given period. Management considers Total RevPAR to be a meaningful indicator of the Company’s performance as approximately one-third of revenues are earned from food and beverage and other hotel revenues. Total RevPAR is also a useful indicator in measuring performance over comparable periods.