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NASDAQ: SVC Service Properties Trust 8-K

SVC reports Q2 loss on $189M hotel impairment, redeems $550M debt with equity proceeds

Filed August 5, 2026 · Period ending August 5, 2026 · ~1 min read

5 key changes 3 high relevance 3 sections

Key Changes

  • high

    Q2 net loss of $223.8M ($1.75/share) driven by $189.1M impairment on hotels being marketed for sale; normalized FFO $0.43/share, adjusted EBITDAre $145.8M

    Exhibit 99.2 view on EDGAR →
  • high

    Redeemed $550M of 2027 senior notes (5.50% and 4.95% tranches) using $541.8M equity offering proceeds and cash, incurring $7.4M make-whole premiums

    Exhibit 99.2 view on EDGAR →
  • high

    Full-year 2026 guidance: normalized FFO $1.20–$1.35/share, adjusted EBITDAre $500M–$520M, hotel RevPAR $108–$113

    Exhibit 99.2 view on EDGAR →
  • medium

    Completed 1-for-5 reverse share split effective July 6, 2026; all historical per-share data retroactively adjusted

    Exhibit 99.2 view on EDGAR →
  • medium

    Portfolio as of June 30: 745 retail net lease properties (13.5M sq ft) and 93 hotels (21,000+ rooms) representing $9.7B invested capital

    Exhibit 99.1 view on EDGAR →

Summary

Service Properties Trust reported Q2 2026 results marked by a $223.8 million net loss driven almost entirely by a $189.1 million impairment charge on hotels being marketed for sale. Operationally, the company showed modest improvement: net lease Cash Basis NOI grew 2.2% year over year, while retained hotels increased RevPAR 6.6% and hotel EBITDA 4.2%, reflecting benefits from recently completed renovations.

Normalized FFO of $0.43 per share and adjusted EBITDAre of $145.8 million exclude the impairment. The company executed a balance-sheet recapitalization during the quarter, raising $541.8 million in an underwritten equity offering and using those proceeds to redeem $550 million of senior notes due 2027 (a 5.50% tranche and a 4.95% tranche), paying $7.4 million in make-whole premiums.

This eliminates near-term debt maturities and reduces interest expense. SVC also completed a 1-for-5 reverse share split effective July 6, 2026. Full-year 2026 guidance calls for normalized FFO of $1.20–$1.35 per share and adjusted EBITDAre of $500–$520 million, assuming mid-point interest expense of $360 million on the lighter debt load.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~82 words

Service Properties Trust disclosed Q2 2026 financial results via press release and earnings presentation.

1 Added
Added Q2 2026 earnings disclosure medium

Added in current filing · verify on EDGAR →

On August 5, 2026, Service Properties Trust, or the Company, issued a summary press release and a detailed earnings presentation announcing the Company's financial results for the quarter ended June 30, 2026.

The company disclosed its second quarter 2026 financial results through a press release and earnings presentation. The 8-K itself does not contain the actual financial figures; those are in the attached exhibits which were not provided for analysis.

Event · Exhibit 99.1

Service Properties Trust announced Q2 2026 financial results and scheduled an earnings call for August 6, 2026.

3 Added
Added Q2 2026 earnings announcement high

Added in current filing · view on EDGAR →

Service Properties Trust (Nasdaq: SVC) today announced its financial results for the quarter ended June 30, 2026, which can be found at the Quarterly Results section of SVC’s website at https://www.svcreit.com/investors/financial-information/default.aspx.

SVC disclosed its second quarter 2026 financial results. The filing does not include the actual financial figures in the 8-K body; instead, it directs investors to the company's website for the detailed quarterly results. This is a standard earnings announcement format where the press release is filed as an exhibit.

Added Earnings conference call scheduled medium

Added in current filing · view on EDGAR →

A conference call to discuss SVC’s second quarter results will be held on Thursday, August 6, 2026 at 10:00 a.m. Eastern Time. The conference call may be accessed by dialing (877) 329-3720 or (412) 317-5434 (if calling from outside the United States and Canada); a pass code is not required.

The company scheduled an earnings conference call for August 6, 2026 at 10:00 a.m. Eastern Time to discuss the second quarter results. Investors can participate via phone or webcast, with replay options available for one week after the call.

Added Total invested capital medium

Added in current filing · view on EDGAR →

SVC is a real estate investment trust with $9.7 billion invested in two asset categories: service-focused retail net lease properties and hotels.

The company disclosed it has $9.7 billion invested across its two asset categories: service-focused retail net lease properties and hotels. This figure represents the total capital deployed in SVC's portfolio as of the reporting date.

Event · Exhibit 99.2

4 Added
Added Q2 2026 financial results high

Added in current filing · view on EDGAR →

Net loss of $223.8 million, or $1.75 per common share. ... Net loss for the quarter includes a $189.1 million, or $1.48 per common share, loss on asset impairment related to certain hotels being marketed for sale. ... Normalized FFO of $55.0 million, or $0.43 per common share. ... Adjusted EBITDAre of $145.8 million.

SVC reported a Q2 2026 net loss of $223.8 million ($1.75 per share), driven primarily by a $189.1 million impairment charge on hotels being marketed for sale. Normalized FFO was $55.0 million ($0.43 per share) and Adjusted EBITDAre was $145.8 million. The net lease portfolio grew Cash Basis NOI by 2.2% year over year, while Retained Hotels increased RevPAR by 6.6% and hotel EBITDA by 4.2%, reflecting benefits from recently completed renovations.

Added Senior notes redemption high

Added in current filing · view on EDGAR →

Redeemed all $450.0 million of 5.50% senior guaranteed unsecured notes due 2027 for a redemption price equal to the principal amount plus accrued interest and the make whole amount of $7.2 million, using the net proceeds from the common share offering. ... Redeemed all $100.0 million of 4.95% senior unsecured notes due 2027 for a redemption price equal to the principal amount plus accrued interest and the make whole amount of $0.2 million, using the net proceeds from the common share offering and cash on hand.

SVC redeemed $550 million of senior notes due 2027 during Q2 2026, including $450 million of 5.50% notes and $100 million of 4.95% notes, using proceeds from a common share offering and cash on hand. The redemptions incurred make-whole premiums totaling $7.4 million. This reduces near-term debt maturities and interest expense.

Added Reverse share split medium

Added in current filing · view on EDGAR →

After the close of trading on July 6, 2026, SVC effected a 1-for-5 reverse share split of its then issued and outstanding common shares.

SVC completed a 1-for-5 reverse share split of its common shares effective after the close of trading on July 6, 2026. This consolidates five existing shares into one new share, reducing the total share count while proportionally increasing the per-share price. All historical share and per-share data in the filing have been retroactively adjusted to reflect this split.

Added Full year 2026 guidance high

Added in current filing · view on EDGAR →

Current Full Year 2026 Guidance ... Total RevPAR $ 108.00 $ 113.00 ... Hotel EBITDA $ 124,000 $ 144,000 ... Net Lease NOI $ 380,000 $ 386,000 ... Adjusted EBITDAre $ 500,000 $ 520,000 ... Normalized FFO $ 124,000 $ 144,000 ... Normalized FFO Per Common Share (2) $ 1.20 $ 1.35

SVC provided full-year 2026 guidance with Total RevPAR of $108.00 to $113.00, Hotel EBITDA of $124 million to $144 million, Net Lease NOI of $380 million to $386 million, Adjusted EBITDAre of $500 million to $520 million, and Normalized FFO of $1.20 to $1.35 per share. The guidance assumes mid-point interest expense of $360 million, weighted average shares of approximately 105.2 million, and net lease acquisitions and dispositions of approximately $25 million each.

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