'Mad Money' host Jim Cramer looks at Vail Resorts stock and weighs if its worth adding to your portfolio.
MTN's third-quarter earnings beat estimates, but revenues fall short as visitation slips and the lodging segment underperforms.
Although the revenue and EPS for Vail Resorts (MTN) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Vail Resorts (MTN) came out with quarterly earnings of $10.54 per share, beating the Zacks Consensus Estimate of $10 per share. This compares to earnings of $9.54 per share a year ago.
Besides Wall Street's top -and-bottom-line estimates for Vail Resorts (MTN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.
Rob Katz returns as CEO of Vail Resorts, Inc., sparking optimism due to his strong track record of growth and shareholder returns from 2006-2021. Under Katz, Vail expanded aggressively, boosting revenue, profitability, and resort count, while recent years saw stagnation and a shift toward buybacks and dividends. MTN shares have underperformed since Katz stepped down, but the stock now trades at attractive valuations, offering potential upside if growth resumes.
Shares of Vail Resorts Inc (NYSE:MTN) are up 14.7% at $173.80 at last glance, after Rob Katz -- Vail's CEO from 2006 to 2021 and the mastermind behind Epic Pass -- was tapped to reclaim the position, replacing Kirsten Lynch.
Katz will succeed Kirsten Lynch, who stepped down as CEO and as a director. Katz will also continue to serve as executive chairperson.
MTN adds Mayrhofen and Hintertux to the Epic Pass 2025/26 season, expanding Austrian access and boosting global skier appeal.
Vail Resorts (MTN) reported earnings 30 days ago. What's next for the stock?
I maintain a neutral rating on Vail Resorts (MTN) due to uncertainties in hitting FY25 adj. EBITDA guidance amidst weak discretionary spending. Despite 2Q25 revenue growth of 5.5% y/y and skier visits up 6.8% y/y, February visitation data and macroeconomic headwinds raise concerns. Declining destination visitors and tightening discretionary spending could pressure MTN's demand, challenging management's optimistic 2H25 recovery expectations.
MTN to benefit from its new technology innovation across its My Epic app, set to be available from the 2025/2026 season.