The earnings call presented mostly positive highlights with strong growth in revenue, EBITDA, and the Vacation Ownership business. Technological advancements and strategic partnerships further support future growth. However, challenges in the Travel and Membership segment and earlier delinquency trends were notable lowlights.

Company Guidance -

Q3 2025

During the Travel + Leisure Second Quarter 2025 Earnings Conference Call, the company reported solid financial performance, achieving over $1 billion in revenue, $250 million in adjusted EBITDA, and $1.65 in adjusted earnings per share, all showing growth year-over-year. The company returned $107 million of capital to shareholders, driven by strong adjusted EBITDA and free cash flow. The Vacation Ownership segment led the growth with VOI sales increasing, supported by a volume per guest of $3,251, exceeding guidance. The adjusted EBITDA margin remained consistent at 25%. The company serves over 800,000 owner families, with an average household income of $118,000 and an average FICO score above 720. The Travel and Membership segment faced challenges, with revenue declining 6% to $166 million. The company maintained a resilient balance sheet, ending the quarter with over $800 million in liquidity and a leverage ratio of 3.4x. Looking ahead, Travel + Leisure expects full-year adjusted EBITDA between $955 million and $985 million, with gross VOI sales projected between $2.4 billion to $2.5 billion.

Strong Revenue and EBITDA Growth

Travel + Leisure reported over $1 billion in revenue, $250 million in adjusted EBITDA, and $1.65 in adjusted earnings per share, all up year-over-year.

Vacation Ownership Business Performance

The Vacation Ownership business showed healthy growth with a 3% increase in tours, a 6% revenue increase to $853 million, and a VPG of $3,251, up 7% from the previous year.

Technological Advancements and Partnerships

Recent investments in technology, such as the Club Wyndham app with 162,000 downloads, accounted for 19% of bookings. A partnership with Hornblower was announced to enhance owner experiences.

Strong Free Cash Flow and Shareholder Returns

The company returned $107 million to shareholders through dividends and share repurchases, and raised $300 million through a second ABS transaction of the year.

Expansion and New Brands

Travel + Leisure expanded its Margaritaville footprint and launched the Accor Vacation Club, with the first resort in Indonesia. A new Sports Illustrated Resorts location in Nashville was announced.

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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