Travel + Leisure Co

TNL

Market cap $4.6B

Travel + Leisure remains a "Buy" after a strong quarter, with shares up 40% over the past year and robust recurring revenue. TNL's vacation ownership business drives growth, supported by a high-quality customer base and resilient credit metrics, while legacy segments provide stable cash flow. Management expects $1.03–$1.055 billion EBITDA in 2026, continued capital returns, and a new $750 million buyback, with a 3.2% forward yield.

Travel + Leisure Co. (TNL) Q4 2025 Earnings Call Transcript

The headline numbers for Travel Leisure Co. (TNL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Travel + Leisure Co. (TNL) came out with quarterly earnings of $1.83 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.72 per share a year ago.

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), a leading leisure travel company, today reported fourth quarter and full-year 2025 financial results for the period ended December 31, 2025. Fourth quarter 2025 highlights: Net revenue of $1.03 billion. Gross VOI sales of $638 million, up 8% year-over-year, including 5% Tour growth and 2% Volume per guest (VPG) growth (1) Net loss of $61 million (diluted loss per share of $0.95), inclusive of $210 million in inventory write-downs.

Besides Wall Street's top-and-bottom-line estimates for Travel Leisure Co. (TNL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Travel Leisure Co. (TNL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The collaboration aims to modernize technology infrastructure and infuse AI to enhance member experiences TEANECK, N.J., Jan. 28, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today the renewal of a multi-million-dollar strategic collaboration with Travel + Leisure Co. (NYSE: TNL), a leading leisure travel company.

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) announced today it will release fourth quarter and full-year 2025 financial results on Wednesday, February 18, 2026, before the market opens, followed by a conference call at 8:30 a.m. EST. Michael D. Brown, President and CEO, and Erik Hoag, CFO, will discuss the Company's financial performance and business outlook. Participants may listen to a simultaneous webcast of the conference call, which may be accessed through the Company's.

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co., (NYSE: TNL), a leading leisure travel company, today celebrated the official opening of its new global headquarters at 501 W. Church St. in Downtown Orlando with a ribbon-cutting ceremony alongside local leaders, development partners, and associates. The celebration also introduced attendees to the company's growing portfolio of brands, featuring Sports Illustrated Resorts, Eddie Bauer Vacation Club, and Accor Vacation Club as the newest exp.