Ryman Hospitality Properties earns a Buy rating for its resilient, group-focused convention resort REIT model and stable, growing dividends. RHP's unique portfolio, long booking window (2.9 years), and record 7.9 million group room nights provide strong revenue visibility and competitive barriers. With net leverage at 4.4x and $1.3 billion in liquidity, RHP's balance sheet is robust, recently earning a Fitch credit upgrade.
Ryman Hospitality Properties, Inc. ( RHP ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Jennifer Hutcheson - Executive VP, CFO & Chief Accounting Officer Colin Reed - Executive Chairman Mark Fioravanti - President, CEO & Director Patrick Chaffin - Executive VP & COO - Hotels Conference Call Participants Cooper Clark - Wells Fargo Securities, LLC, Research Division Aryeh Klein - BMO Capital Markets Equity Research Bennett Rose - Citigroup Inc., Research Division Charles Scholes - Truist Securities, Inc., Research Division Daniel Politzer - JPMorgan Chase & Co, Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Chris Woronka - Deutsche Bank AG, Research Division David Katz - Jefferies LLC, Research Division Jay Kornnerbreg Chris Darling - Green Street Advisors, LLC, Research Division John DeCree - CBRE Securities, LLC, Research Division Presentation Operator " Jennifer Hutcheson Executive VP, CFO & Chief Accounting Officer " Colin Reed Executive Chairman " Mark Fioravanti President, CEO & Director " Cooper Clark Wells Fargo Securities, LLC, Research Division " Wells Fargo Securities, LLC, Research Division Aryeh Klein BMO Capital Markets Equity Research " BMO Capital Markets Equity Research Patrick Chaffin Executive VP & COO - Hotels " Bennett Rose Citigroup Inc., Research Division " Citigroup Inc., Research Division Charles Scholes Truist Securities, Inc., Research Division " Truist Securities, Inc., Research Division Daniel Politzer JPMorgan Chase & Co, Research Division " JPMorgan Chase & Co, Research Division Duane Pfennigwerth Evercore ISI Institutional Equities, Research Division " Evercore ISI Institutional Equities, Research Division Chris Woronka Deutsche Bank AG, Research Division " Deutsche Bank AG, Research Division David Katz Jefferies LLC, Research Division " Jefferies LLC, Research Division Jay Kornnerbreg " Cantor Fitzgerald Chris Darling Green Street Advisors, LLC, Research Division " Green Street Advisors, LLC, Research Division John DeCree CBRE Securities, LLC, Research Division " CBRE Securities, LLC, Research Division Operator
Ryman Hospitality Properties, Inc. (NYSE:RHP ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Colin V. Reed - Executive Chairman Jennifer L.
While the top- and bottom-line numbers for Ryman Hospitality Properties (RHP) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ryman Hospitality Properties (RHP) came out with quarterly funds from operations (FFO) of $2.35 per share, beating the Zacks Consensus Estimate of $2.31 per share. This compares to FFO of $2.78 per share a year ago.
Ryman Hospitality Properties, Inc. (NYSE:RHP ) Q1 2025 Earnings Conference Call May 2, 2025 12:00 PM ET Company Participants Jennifer Hutcheson - Chief Financial Officer Colin Reed - Executive Chairman Mark Fioravanti - President & Chief Executive Officer Patrick Chaffin - Chief Operating Officer Patrick Moore - Chief Executive Officer, Opry Entertainment Group Conference Call Participants Chris Woronka - Deutsche Bank Jack Armstrong - Wells Fargo Duane Pfennigwerth - Evercore ISI Smedes Rose - Citi Aryeh Klein - BMO Capital Markets Shaun Kelley - Bank of America David Katz - Jefferies Chris Darling - Green Street Jay Kornreich - Wedbush Securities John DeCree - CBRE Operator Welcome to Ryman Hospitality Properties First Quarter 2025 Earnings Conference Call. Hosting the call today from Ryman Hospitality Properties are Mr.
Although the revenue and EPS for Ryman Hospitality Properties (RHP) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ryman Hospitality Properties (RHP) came out with quarterly funds from operations (FFO) of $2.08 per share, beating the Zacks Consensus Estimate of $1.79 per share. This compares to FFO of $1.60 per share a year ago.
Ryman Hospitality Properties (RHP) owns large non-gaming convention centers with high visibility bookings and significant non-lodging revenue, differentiating it from typical hotel REITs. RHP's business model, focused on long-term conference bookings, avoids OTA fees, provides earnings visibility, and includes substantial cancellation fees, enhancing resilience. Despite sector challenges, RHP's swift recovery post-pandemic, strong long-term growth, and low debt levels make it an attractive investment at 10X AFFO.
Hospitality industry trends and management's projections indicate minimal growth in 2025 due to weaker consumer spending and economic uncertainty. High debt levels and "junk" credit ratings raise concerns about financial stability. Trades at a substantial valuation premium compared to peers, suggesting potential downside risks as its valuation appears overstretched.
Ryman Hospitality Properties, Inc. (NYSE:RHP ) Q4 2024 Earnings Conference Call February 21, 2025 11:00 AM ET Company Participants Jennifer Hutcheson - Executive Vice President and Chief Financial Officer Colin Reed - Executive Chairman Mark Fioravanti - President and Chief Executive Officer Patrick Chaffin - Chief Operating Officer Conference Call Participants Aryeh Klein - BMO Capital Markets Equity Research Smedes Rose - Citigroup Duane Pfennigwerth - Evercore ISI Dori Kesten - Wells Fargo Securities Chris Darling - Green Street Research Jay Kornreich - Wedbush Securities Inc. Chris Woronka - Deutsche Bank AG John DeCree - CBRE Securities David Katz - Jefferies Operator Welcome to the Ryman Hospitality Properties Fourth Quarter 2024 Earnings Conference Call. Hosting the call today from Ryman Hospitality Properties are Mr.
The headline numbers for Ryman Hospitality Properties (RHP) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.