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.
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.
Shares of Travel + Leisure Co. (NYSE: TNL - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the eleven research firms that are presently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold recommendation, eight have issued a buy recommendation and one has issued a
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 Transcript
Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Travel + Leisure continues to outperform peers, driven by strong sales, high-quality customers, and resilient recurring cash flow from its timeshare business. TNL's focus on higher-income, high-credit-score customers and tighter underwriting standards is insulating results from macroeconomic pressures and supporting stable credit quality. Robust free cash flow generation enables TNL to return significant capital to shareholders through dividends and buybacks, with a capital return yield exceeding 10%.
Travel + Leisure Co. (NYSE:TNL ) Q3 2025 Earnings Call October 22, 2025 8:00 AM EDT Company Participants Erik Hoag - Chief Financial Officer Michael Brown - CEO, President & Director Conference Call Participants Chris Woronka - Deutsche Bank AG, Research Division Benjamin Chaiken - Mizuho Securities USA LLC, Research Division Charles Scholes - Truist Securities, Inc., Research Division Brandt Montour - Barclays Bank PLC, Research Division Ian Zaffino - Oppenheimer & Co. Inc., Research Division David Katz - Jefferies LLC, Research Division Elizabeth Dove - Goldman Sachs Group, Inc., Research Division Stephen Grambling - Morgan Stanley, Research Division Presentation Operator Greetings, and welcome to the Travel + Leisure Q3 202 Earnings Conference Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
Although the revenue and EPS for Travel Leisure Co. (TNL) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Travel + Leisure Co. (TNL) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.57 per share a year ago.
Travel + Leisure Co. has outperformed the consumer discretionary sector YTD, with 25% price gains. Even as it trades at five-year highs now, further upside is likely. Despite mixed Q2 2025 results, vacation ownership sales exceeding forecasts and an upgrade in outlook for volumes per guest support a bullish outlook. My adjusted net income estimates imply a correction is possible in H2 2025, but TNL's market valuation looks fine, especially going into 2026.