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Travel + Leisure Co (TNL)
NYSE:TNL
US Market

Travel + Leisure Co (TNL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
1.1
Last Year’s EPS
0.97
Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 19, 2025
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% Change Since: -0.57%
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Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong EBITDA growth, successful strategic initiatives, and positive customer satisfaction. However, challenges such as higher interest rates, structural headwinds in the exchange business, and elevated delinquencies were noted. Despite these challenges, forward guidance remains optimistic with expectations of continued growth and strategic focus.
Company Guidance
During the fourth quarter 2024 earnings call, Travel + Leisure Co. provided guidance for 2025, anticipating adjusted EBITDA to range between $955 million and $985 million. The company expects gross VOI (Vacation Ownership Interest) sales to fall between $2.4 million and $2.5 million, with VPG (Volume Per Guest) anticipated to range from $3,050 to $3,150. The travel membership segment is projected to achieve flat to 2% growth in adjusted EBITDA. Additionally, the effective income tax rate is expected to be between 28% and 30%, influenced by the impact of Pillar Two. The company also plans an adjusted free cash flow conversion exceeding 50%. For the first quarter of 2025, adjusted EBITDA is forecasted to be between $195 million and $205 million, with BPGs (Bookings Per Guest) ranging from $3,150 to $3,250 and a tax rate of 29% to 31%. The company intends to propose a first-quarter 2025 dividend of $0.56 per share, reflecting a 12% increase over the previous quarter.
Strong EBITDA Growth
For 2024, we delivered $929 million of adjusted EBITDA, indicating strong financial performance and growth momentum.
Vacation Ownership Tour Growth
Vacation ownership business fueled 2024 success with tour growth of 8% and 7% growth in enterprise-wide gross vacation ownership sales.
New Partnerships and Strategic Initiatives
Signed several national and regional partnerships, including Allegiant Airlines and Live Nation, expected to lead to multiyear incremental tour opportunities.
High Customer Satisfaction
Strong owner satisfaction rates and successful app launches with positive reviews and higher booking conversion rates.
Capital Returns to Shareholders
Paid a $2.00 per share dividend and repurchased 7% of outstanding shares, totaling $377 million in capital returned to shareholders.
Positive Forward Guidance
Expect adjusted EBITDA range of $955 million to $985 million for 2025, with continued focus on core business execution and strategic growth.
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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

TNL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 20252025 (Q1)
1.10 / -
0.97
Feb 19, 20252024 (Q4)
1.63 / 1.72
1.98-13.13% (-0.26)
Oct 23, 20242024 (Q3)
1.47 / 1.57
1.541.95% (+0.03)
Jul 24, 20242024 (Q2)
1.40 / 1.52
1.3314.29% (+0.19)
Apr 24, 20242024 (Q1)
0.86 / 0.97
0.898.99% (+0.08)
Feb 21, 20242023 (Q4)
1.37 / 1.98
1.352.31% (+0.68)
Oct 25, 20232023 (Q3)
1.46 / 1.54
1.2820.31% (+0.26)
Jul 26, 20232023 (Q2)
1.32 / 1.33
1.274.72% (+0.06)
Apr 26, 20232023 (Q1)
0.78 / 0.89
0.6928.99% (+0.20)
Feb 22, 20232022 (Q4)
1.22 / 1.30
1.199.24% (+0.11)
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
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TNL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 19, 2025$57.45$57.86+0.71%
Oct 23, 2024$45.02$46.83+4.02%
Jul 24, 2024$48.34$43.59-9.83%
Apr 24, 2024$44.59$44.76+0.38%
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.
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FAQ

When does Travel + Leisure Co (TNL) report earnings?
Travel + Leisure Co (TNL) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
    What is Travel + Leisure Co (TNL) earnings time?
    Travel + Leisure Co (TNL) earnings time is at Apr 23, 2025, TBA Not 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 (Q1) is 1.1.
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