The earnings call reflected a strong overall performance with significant growth in revenue, adjusted EBITDA, and free cash flow, driven by the company's core Vacation Ownership business and strategic investments. However, challenges in the Travel and Membership segment and industry consolidation impacted certain areas, balancing the overall sentiment.

Company Guidance

During the Travel + Leisure Second Quarter 2025 Earnings Conference Call, the company reported strong financial performance, with revenue exceeding $1 billion and adjusted EBITDA reaching $250 million, both reflecting year-over-year growth. They returned $107 million to shareholders in the quarter, highlighting robust cash flow. Vacation Ownership business showed significant growth, with volume per guest (VPG) at $3,251, surpassing guidance and maintaining an adjusted EBITDA margin of 25%. The company maintained a forecast of full-year adjusted EBITDA between $955 million and $985 million, despite challenges in the Travel and Membership segment, which saw a 6% revenue decline. The average FICO score for new originations was 746, and the owner base demonstrated strong engagement, with over 800,000 owner families and an average household income of $118,000. The company announced new brand expansions, including a partnership with Hornblower and new resort developments, underscoring their strategy for sustainable growth and consistent shareholder returns. The call emphasized the resilience of the leisure travel sector and the company's strategic investments in technology and marketing to enhance customer experience.

Strong Revenue and Adjusted EBITDA Growth

Travel + Leisure reported over $1 billion in revenue and $250 million in adjusted EBITDA for the quarter, both up year-over-year. Adjusted earnings per share also increased to $1.65.

Vacation Ownership Business Performance

The Vacation Ownership business showed healthy year-over-year growth in VOI sales, with volume per guest above guidance at $3,251 and consistent adjusted EBITDA margins of 25%.

Strong Free Cash Flow and Shareholder Returns

The company generated $123 million in adjusted free cash flow and returned $107 million to shareholders through dividends and share repurchases.

Investment in Technology and New Partnerships

Investments in AI and app technology are driving customer engagement and personalized experiences. The company also announced a new marketing partnership with Hornblower.

Expansion and New Brand Initiatives

The company expanded its Margaritaville brand and launched the Accor Vacation Club in Asia. A new Sports Illustrated Resort is planned for Nashville, Tennessee.

Travel + Leisure Co (TNL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TNL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.75 / -	1.57	―	―	―
Jul 23, 2025	2025 (Q2)	1.65 / 1.65	1.52	8.55% (+0.13)	―
Apr 23, 2025	2025 (Q1)	1.11 / 1.11	0.97	14.43% (+0.14)	―
Feb 19, 2025	2024 (Q4)	1.63 / 1.72	1.98	-13.13% (-0.26)
Oct 23, 2024	2024 (Q3)	1.47 / 1.57	1.54	1.95% (+0.03)
Jul 24, 2024	2024 (Q2)	1.40 / 1.52	1.33	14.29% (+0.19)
Apr 24, 2024	2024 (Q1)	0.86 / 0.97	0.89	8.99% (+0.08)
Feb 21, 2024	2023 (Q4)	1.37 / 1.98	1.3	52.31% (+0.68)
Oct 25, 2023	2023 (Q3)	1.46 / 1.54	1.28	20.31% (+0.26)
Jul 26, 2023	2023 (Q2)	1.32 / 1.33	1.27	4.72% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TNL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$57.85	$61.87	+6.95%
Apr 23, 2025	$42.16	$42.57	+0.97%
Feb 19, 2025	$56.15	$56.55	+0.71%
Oct 23, 2024	$43.99	$45.77	+4.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Travel + Leisure Co (TNL) report earnings?

Travel + Leisure Co (TNL) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Travel + Leisure Co (TNL) earnings time?

Travel + Leisure Co (TNL) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TNL EPS forecast?

TNL EPS forecast for the fiscal quarter 2025 (Q3) is 1.75.

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