Vail Resorts, Inc. (MTN)
Vail Resorts' 6.47% Dividend Faces Weather Risk as Free Cash Flow Falls Short
Vail Resorts is paying shareholders a 6.47% dividend while borrowing money to do it, and management is betting everything on normal snowfall to avoid a repeat of what the CEO called the worst weather the company has ever faced.
Vail Resorts Is Looking Better, But It's Too Soon For An Upgrade
Vail Resorts delivered Q4 FY26 revenue and EPS above expectations, but shares dipped as guidance, while positive, did not fully allay concerns about demand. MTN remains a 'hold' as I await stabilization in visit numbers, despite attractive forward valuation and management optimism for FY '27 growth. Pass product sales dropped 12% and visits fell sharply, but higher effective ticket prices and real estate gains partially offset weather-driven weakness.
Vail Resorts, Inc. (MTN) Q4 2026 Earnings Call Transcript
Vail Resorts, Inc. (MTN) Q4 2026 Earnings Call Transcript
Vail Resorts Q4 Earnings Call Highlights
Vail Resorts NYSE: MTN said fiscal 2026 results demonstrated the resilience of its advance commitment model despite what Chief Executive Officer Rob Katz described as an exceptionally challenging weather year across key markets.
Vail Resorts Loss Widens After a Year of Tough Weather
The ski resort company posted a loss of $190.2 million as it wrapped up a year hounded by unfavorable skiing weather.
Personal Principles as An Investment Screener
For the past month, I've called Southeast Wyoming home. It's been quite an adjustment since I've always lived at near sea-level and in fairly high humidity.
Vail Resorts (MTN) Up 9.1% Since Last Earnings Report: Can It Continue?
Vail Resorts (MTN) reported earnings 30 days ago. What's next for the stock?
Vail Resorts Stock Outlook Turns on Weather, Pass Sales and Costs
Vail Resorts faces pressure from weak snowfall, lower visits and slower pass sales as costs and weather-sensitive demand cloud its outlook.
Vail Resorts: Still Need More Proof That Demand Is Not Impaired
I maintain a hold rating on Vail Resorts as proof of demand recovery remains insufficient. MTN's Q3 results were weak, with resort revenue down 7% and early pass units for next season down 10%. Weather was the primary headwind, but the pass model, cost actions, and potential normalization still offer a credible recovery path.
Vail: There's Only So Much Blame You Can Put On The Weather (Rating Downgrade)
Vail Resorts faces deteriorating fundamentals, with declining pass sales, visitation, and revenue, prompting a downgrade to sell. MTN's Q3 revenue fell 7% y/y to $1.21B, with lift ticket revenue down 5.3% and visitation down 15.5%. Season pass units for 2026/2027 dropped 10% y/y, undermining hopes for a near-term turnaround despite management's weather-related explanations.
Vail Resorts Q3 Earnings Miss Estimates on Unfavorable Weather
MTN's Q3 EPS miss as record-low snowfall and warm temps cut visitation 15%, pressure margins and force guidance cuts.
This Ski Resort Operator's Stock Is Slumping on a Weaker Outlook After 'One of the Worst Snowfall Years in History'
Worries about a weaker outlook have ski operator Vail Resorts' stock facing a wipeout of its progress this year.
