How does DRH's earnings growth compare to industry peers?

DRH's earnings growth appears to be in line with, if not slightly better than, its industry peers. Here are the key points to consider: 1. **Industry Performance**: The Hotel & Resort REITs industry, of which DRH is a part, has shown a rebound in funds from operations (FFO) per share year-over-year growth. This indicates a general improvement in earnings within the sector. 2. **Peer Comparison**: DRH's net income (FY) YoY growth rate is not currently available. However, peers like Pebblebrook Hotel Trust (PEB) and Chatham Lo have exceeded earnings estimates by 10% or more. This suggests that DRH's performance is in line with or potentially better than some of its peers, depending on individual company performance. 3. **Sector Trends**: The lodging/resorts REITs sector has seen a rise in FFO from $-2.3 billion in 2020 to $3.7 billion in 2024, and dividends paid have recovered from $1.3 billion in 2020 to $2.3 billion in 2024. This overall trend of recovery and growth supports the notion that DRH, as a member of this sector, is likely benefiting from these broader improvements. 4. **Specific Performance**: Specific data on DRH's FFO and revenue growth is not available, which makes direct comparison with peers challenging. However, the fact that DRH is able to manage a dividend payout ratio that is considered healthy relative to the sector suggests a strong financial position, which is a positive indicator for earnings growth and stability. In conclusion, while specific earnings growth figures for DRH are not available, the broader trends and performance metrics within its industry suggest that DRH's earnings growth is likely to be in line with or potentially slightly better than its peers.