RHP
Market read
The latest filing evidence is available. 4 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 37 members or fewer.
Research brief
The latest filing evidence is available. 4 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“During the six months ended June 30, 2025, our net cash flows provided by financing activities were $716.6 million, primarily reflecting the issuance of $625.0 million in senior notes and $275.5 million in net proceeds from the issuance of approximately 3.0 m…”10-Q · Aug 7, 2026 ↗
“The group convention business at our Gaylord Hotels properties is subject to reduced levels of demand during the year-end holiday periods.”10-K · Feb 24, 2026 ↗
“the 2024 period.”10-Q · Nov 4, 2025 ↗
Valuation discipline
Price/sales 3.1× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RHP. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-07 against the comparable filing from 2025-08-05.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“Important factors and trends contributing to our performance during the six months ended June 30, 2026, compared to the six months ended June 30, 2025, were: ● The addition of JW Marriott Desert Ridge for the full period, including an increase of $129.2 million in revenues; the property averaged $310.88 in RevPAR and $782.30 in Total RevPAR. ● An increase in same-store ADR of 6.0% in the 2026 period, as compared to the 2025 period. ● An increase in same-store outside-the-room spend in the 2026 period of 5.3% over the 2025 period, driven by a favorable mix of group room nights traveled. ● An increase of 15.3% in total revenue and Total RevPAR at Gaylord Palms in the 2026 period, as compared...”
“.3% increase in group rooms traveled, which also drove increased outside-the-room spend of 13.1%, primarily due to an increase in banquet revenue, and a 7.2% increase in ADR. ● An increase of 2.8% in total revenue and Total RevPAR at Gaylord Rockies in the 2026 period, as compared to the 2025 period, primarily as a result of a 3.4% increase in ADR. ● A decrease of 4.8% in total revenue and Total RevPAR at JW Marriott Hill Country in the 2026 period, as compared to the 2025 period, primarily as a result of a decrease of 7.0 points of occupancy due primarily to a decrease in group rooms traveled and the resulting decrease in banquet revenue.”
“The decrease in occupancy is partially attributable to the ongoing rooms renovation at the property. ● A decrease of 1.9% in total revenue and Total RevPAR at Gaylord Texan in the 2026 period, as compared to the 2025 period, primarily as a result of a decrease of 4.8 points of occupancy due to a decrease in both group and transient room nights.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Entertainment segment results benefited from the operation of 30 Table of Contents Category 10, which opened in November 2024, as well as the W Austin, which faced construction-related disruptions in the prior year period.”
“To this end, we have invested in six Ole Red locations, purchased Block 21, opened our first Category 10 in November 2024, purchased a majority interest in Southern Entertainment in January 2025, and in September 2025, the Grand Ole Opry traveled to the Royal…”
“On June 28, 2024, OEG Borrower, LLC (“OEG Borrower”) and OEG Finance, LLC (“OEG Finance”), each a wholly owned direct or indirect subsidiary of OEG, entered into a certain First Amendment, which amends the Credit Agreement dated as of June 16, 2022 among OEG…”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
RHP is currently a Participant in the organic co-movement group Airline Operators. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.