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Marriott Vacations Worldwide Corporation (VAC)
:VAC
US Market
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Marriott Vacations Worldwide Corporation (VAC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 25, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.64
Last Year’s EPS
1.86
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strategic initiatives for future growth and challenges in the current market, including declines in key metrics and regions. While there are clear plans for improvements and expansion, the current financial performance and outlook have been negatively impacted.
Company Guidance
During the Marriott Vacations Worldwide Third Quarter 2025 Earnings Call, the company provided several metrics and strategic guidance to address recent performance issues. Contract sales declined by 4% year-over-year, driven by a 5% decrease in VPG and a 1% decline in tours, with significant underperformance in key markets like Orlando and Maui. Despite this, system-wide contract sales excluding these markets were approximately flat. The company has implemented various initiatives to reinvigorate growth, including adjusting sales and marketing incentive plans, curbing third-party commercial rental activity, and utilizing FICO scoring data for improved credit metrics, all aimed at enhancing owner satisfaction and increasing owner arrivals. Additionally, progress continues towards the company's modernization program, targeting a $150 million to $200 million increase in run rate EBITDA by 2026. Looking ahead, the company expects contract sales to decline by 2% to 3% for the full year, with adjusted EBITDA projected at $740 million to $755 million. The firm also plans to restrict new inventory spending and aims to reduce corporate G&A expenses, maintaining a focus on improving profitability and operational efficiency.
Modernization Program Progress
The company is making strong progress towards a $150 million to $200 million EBITDA benefit by the end of 2026, with significant operational changes including reorganization of HR and finance functions, saving $20 million annually.
Expansion in Asia Pacific
Marriott Vacations Worldwide expanded its presence in Asia Pacific with the opening of a new resort in Khao Lak, Thailand, and expects more developments to contribute over $80 million in annual contract sales in the coming years.
Increase in Financing Propensity
Financing propensity increased by 90 basis points year-over-year, benefiting long-term growth due to strong margins from the lending business.
Decrease in Corporate G&A
Corporate G&A decreased by $8 million during the quarter.

Marriott Vacations Worldwide Corporation (VAC) 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

VAC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 25, 2026
2025 (Q4)
1.64 / -
1.86
Nov 05, 2025
2025 (Q3)
1.62 / 1.69
1.8-6.11% (-0.11)
Aug 04, 2025
2025 (Q2)
1.77 / 1.96
1.178.18% (+0.86)
May 07, 2025
2025 (Q1)
1.51 / 1.66
1.8-7.78% (-0.14)
Feb 26, 2025
2024 (Q4)
1.52 / 1.86
1.88-1.06% (-0.02)
Nov 06, 2024
2024 (Q3)
1.57 / 1.80
1.250.00% (+0.60)
Jul 31, 2024
2024 (Q2)
1.99 / 1.10
2.19-49.77% (-1.09)
May 06, 2024
2024 (Q1)
1.69 / 1.80
2.54-29.13% (-0.74)
Feb 21, 2024
2023 (Q4)
1.75 / 1.88
2.74-31.39% (-0.86)
Nov 01, 2023
2023 (Q3)
2.09 / 1.20
3.02-60.26% (-1.82)
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

VAC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$67.27$49.51-26.40%
Aug 04, 2025
$73.60$72.24-1.85%
May 07, 2025
$56.94$62.92+10.50%
Feb 26, 2025
$82.60$74.94-9.27%
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 Marriott Vacations Worldwide Corporation (VAC) report earnings?
Marriott Vacations Worldwide Corporation (VAC) is schdueled to report earning on Feb 25, 2026, Before Open (Confirmed).
    What is Marriott Vacations Worldwide Corporation (VAC) earnings time?
    Marriott Vacations Worldwide Corporation (VAC) earnings time is at Feb 25, 2026, 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 VAC EPS forecast?
          VAC EPS forecast for the fiscal quarter 2025 (Q4) is 1.64.
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