Company Analysis

RLJ Lodging Trust (RLJ)

RLJ · Real Estate Investment Trusts · Bethesda, MD · filing with the SEC since 2011
Grade4.9
◀ Past 5.4● Present 5.6▶ Future 3.5

The grade of RLJ Lodging Trust

Nine metrics read from its own filings, by tense
Headline grade
4.9/10
◀ Past5.425% of the headline
● Present5.645% of the headline
▶ Future3.530% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.4/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 70th percentile among 174 sector filers · read for itself

From the record

RLJ Lodging Trust's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
2.8/10

What has it actually done, year after year?

+1.7% a year over 10 filed years; profitable in 8 of 10.

weight 33% of this tense · 28th percentile among 156 sector filers · read for its customers

From the record

RLJ Lodging Trust's 10 filed years say what it did: revenue went from $1.2 billion in fiscal 2016 to $1.3 billion in fiscal 2025, up 1.7% a year; it rose in 6 of 9 years; the deepest fall was 73% from fiscal 2018 to fiscal 2020; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span1.7%bottom 26% of its family
  • the share of years revenue rosebottom 34% of its family
  • the share of filed years with a profitbottom 42% of its family
  • the deepest fall from a revenue peak73.1%bottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.0/10

How has it treated the people who own it?

Share count shrank 2.6% a year. 40% of cash flow returned. Insiders: 1 sales, 0 purchases.

weight 22% of this tense · 60th percentile among 156 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, RLJ Lodging Trust's diluted share count shrank about 2.6% a year, and dividends and buybacks returned about 40% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 4% of its family
  • cash returned against operating cash flowbottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.6/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.2/10

Is it financially healthy right now?

ROE 1%: 1¢ of profit per shareholder dollar. Leverage 54%: owes 54¢ per asset dollar.

weight 45% of this tense · 62nd percentile among 171 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, RLJ Lodging Trust earned about 1 cents of profit for every dollar of shareholders' money. Leverage: it owed about 54 cents per dollar of assets, and net share issuance: its share count shrank 2.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 40% of its family
  • return on equitybottom 33% of its family
  • the share count against the year beforetop 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 157 in its family; net margin 2.1%.

weight 33% of this tense · 49th percentile among 157 sector filers · read for its customers

From the record

RLJ Lodging Trust's standing among 157 graded names in its industry family: revenue of $1.3 billion in fiscal 2025 ranks in the top 30% by size; a net margin of 2.1% ranks in the bottom 30%; revenue growth of 4.2% a year over the last 3 filed years ranks in the bottom 46% (its annual reports).

What it rests on

  • revenue against the family$1.35Btop 30% of its family
  • net margin2.1%bottom 30% of its family
  • three-year revenue growth4.2%bottom 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.3/10

What are the people in charge doing?

top 47% of 160 in its family for leadership; chief executive since 2018.

weight 22% of this tense · 53rd percentile among 160 sector filers · read for its shareholders

From the record

RLJ Lodging Trust's leadership, from its insiders' filings and its current reports: the chief executive on the record is Hale, Leslie D. (President and CEO, as filed), filing under that title since 2018-11-20, 8 years (top 49% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 10 years (top 25%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 13 peoplebottom 34% of its family
  • the median years the people in charge have filed10.0 yearstop 25% of its family
  • the chief executive's years on the record8.0 yearstop 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

3.5/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.6/10

How much room does it have to grow?

bottom 37% of 146 in its family for room to expand.

weight 22% of this tense · 37th percentile among 146 sector filers · read for itself

From the record

RLJ Lodging Trust's room to grow, from the newest filed statements (fiscal 2025): cash of $410 million against debt of $2.2 billion leaves -37.7% of its assets as net cash, bottom 41% of its family; cash from operations less capital spending is 18.1% of revenue (bottom 33%) (its annual report).

What it rests on

  • cash less debt against assets-37.7%bottom 41% of its family
  • cash from operations less capital spending against revenue18.1%bottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.0/10

What could actually drive growth from here?

bottom 41% of 153 in its family for growth drivers.

weight 33% of this tense · 41st percentile among 153 sector filers · read for its customers

From the record

RLJ Lodging Trust's growth drivers, from the filed years to fiscal 2025: revenue grew 4.2% a year over the last three filed years against 1.7% over all 10, speeding up (top 25% of its family); the newest year grew -1.4% (bottom 30%); capital spending grew -24.9% a year (bottom 16%) (its annual reports). RLJ Lodging Trust reported 3 product lines in fiscal 2025: Occupancy at $1.1 billion (81%), Food and Beverage at $158 million (12%), Hotel Other at $98 million (7%); 2 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+2.5 points a yeartop 25% of its family
  • the newest year's revenue growth-1.4%bottom 30% of its family
  • three-year growth of capital spending-24.9%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.0/10

Did its newest year beat what its own record pointed to?

bottom 30% of 150 in its family for expectations against reality.

weight 45% of this tense · 30th percentile among 150 sector filers · read for its shareholders

From the record

RLJ Lodging Trust's newest year against its own record: revenue of $1.3 billion in fiscal 2025 came in 8% below the $1.5 billion its prior three years' pace pointed to (bottom 28% of its family); net income of $29 million against a prior three-year average of $62 million (bottom 21%); a net margin of 2.1% against 4.8% before (bottom 40%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-8.0%bottom 28% of its family
  • net income against the prior three years' average-54%bottom 21% of its family
  • net margin against its prior average-2.6 pointsbottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton RLJ · research, not advice