Zacks Investment Research·Jun 24, 2026
Are You Looking for a Top Momentum Pick? Why RLJ Lodging (RLJ) is a Great ChoiceDoes RLJ Lodging (RLJ) have what it takes to be a top stock pick for momentum investors? Let's find out.
RLJ Lodging Trust(RLJ)Earnings, Financials & Key Ratios
RLJ•NYSE•REIT / Real Estate
$11.39
769.6× P/E·Price updated Jul 7, 2026
AboutRLJ Lodging Trust is a self-advised, publicly traded real estate investment trust that owns primarily premium-branded, high-margin, focused-service and compact full-service hotels. The Company's portfolio consists of 103 hotels with approximately 22,570 rooms, located in 23 states and the District of Columbia and an ownership interest in one unconsolidated hotel with 171 rooms.Show more
- Revenue$1.35B-1.4%
- FFO$215M-15.1%
- FFO/Share1.44-12.9%
- FFO Payout42.52%+54.1%
- FFO per Share1.44-12.9%
- NOI Margin-0.87%-103.1%
- FFO Margin15.92%-13.8%
- ROE1.27%-56.5%
- ROA0.59%-57.3%
RLJ Price & Volume
RLJ Lodging Trust (RLJ) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Challenges Operational Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Urban business travel recovery
Key Thesis Takeaways
- RLJ Lodging Trust faces a complex recovery trajectory as its heavy reliance on urban business transient travel drives significant top-line volatility, evidenced by revenue growth fluctuating to 3.6% in 2026Q1.
- While the company maintains a disciplined balance sheet with a stable debt-to-equity ratio of approximately 1.0, persistent NOI margin compression and inconsistent FFO per share, which declined to $0.31 in 2026Q1, suggest ongoing operational headwinds.
- Investors should monitor the company's ability to manage recurring capital expenditure requirements, which reached $38.6M in 2024Q2, against the backdrop of seasonal demand shifts and non-cash depreciation impacts on net income.
Verdict Logic
while the company maintains a stable debt profile with a 1.0 debt-to-equity ratio, the high volatility in FFO per share and persistent margin pressure warrant a cautious wait-and-see approach.
RLJ Growth Metrics
RLJ Lodging Trust (RLJ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.74%
5 Years23.78%
3 Years4.18%
TTM-0.83%
Profit CAGR
10 Years-18.42%
5 Years-
3 Years-12.06%
TTM-62.68%
EPS CAGR
10 Years-37.7%
5 Years-
3 Years-47.1%
TTM-103.9%
Return on Capital
10 Years3.08%
5 Years2.15%
3 Years3.07%
Last Year2.76%
RLJ Recent Earnings
RLJ Lodging Trust (RLJ) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 4, 2026Metric
Actual
Est
EPS
$0.33+22.2%
$0.27
Rev
$340M+5.1%
$324M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.32+561.0%
$0.07
Rev
$329M+3.3%
$318M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.27+3.8%
$0.26
Rev
$330M+3.9%
$318M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.48+4.3%
$0.46
Rev
$363M+10.7%
$328M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $0.33vs $0.27+22.2% | $340Mvs $324M+5.1% |
| Q1 2026 | Feb 26, 2026 | $0.32vs $0.07+561.0% | $329Mvs $318M+3.3% |
| Q4 2025 | Nov 5, 2025 | $0.27vs $0.26+3.8% | $330Mvs $318M+3.9% |
| Q3 2025 | Aug 7, 2025 | $0.48vs $0.46+4.3% | $363Mvs $328M+10.7% |
Based on last 12 quarters of dataView full earnings history →
Latest RLJ News
Recent stock market news and headlines for RLJ Lodging Trust (RLJ)
Zacks Investment Research·Jun 23, 2026
RLJ Lodging Trust (RLJ) Hits Fresh High: Is There Still Room to Run?RLJ Lodging (RLJ) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Benzinga·Jun 22, 2026
Top 2 Real Estate Stocks That May Plunge This QuarterAs of June 22, 2026, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Peers Comparison
Key metrics vs top competitors for RLJ Lodging Trust (RLJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.39 | $1.73B | 769.59 | -1.43% | 2.11% | 1.27% | 5.36% | |
| $14.16 | $2.85B | -9.97 | -2.23% | -8.49% | -6.71% | — | |
| $11.19 | $2.08B | 264.54 | 6% | 3.84% | 1.94% | — | |
| $16.33 | $3.85B | 22.07 | -1.33% | 12.08% | 5.43% | — | |
| $11.75 | $2.39B | 26.70 | -0.83% | 9.26% | 6.85% | — | |
| $6.49 | $706.11M | -29.50 | -0.32% | -2.19% | -1.26% | — |
Compare RLJ vs Peers
RLJ Lodging Trust (RLJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RLJ SEC Filings & Documents
RLJ Lodging Trust (RLJ) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 4, 2026·SEC
Material company update
Apr 30, 2026·SEC
Material company update
Feb 26, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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RLJ Frequently Asked Questions
RLJ Lodging Trust (RLJ) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is RLJ Lodging Trust's revenue?
RLJ Lodging Trust (RLJ) reported $1.36B in revenue for fiscal year 2025. This represents a 147% increase from $551.8M in 2008.
How fast is RLJ Lodging Trust growing?
RLJ Lodging Trust (RLJ) saw revenue decline by 1.4% over the past year.
Is RLJ profitable?
Yes, RLJ Lodging Trust (RLJ) is profitable, generating $24.8M in net income for fiscal year 2025 (2.1% net margin).
Dividend & Returns
Does RLJ pay dividends?
Yes, RLJ Lodging Trust (RLJ) pays a dividend with a yield of 5.36%. This makes it attractive for income-focused investors.
What is RLJ's return on equity?
RLJ Lodging Trust (RLJ) has a return on equity (ROE) of 1.3%. This is below average, suggesting room for improvement.
Industry Metrics
What is RLJ Lodging Trust's FFO?
RLJ Lodging Trust (RLJ) generated Funds From Operations (FFO) of $211.5M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Is RLJ a good dividend stock?
RLJ Lodging Trust (RLJ) offers a 5.36% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.