Marriott Vacations Worldwide Corporation (VAC)
Marriott Vacations: Credit Improvements Underappreciated In Shares (Rating Upgrade)
Marriott Vacations Worldwide is upgraded to a buy, with shares offering ~20% upside after recent underperformance and improving credit metrics. VAC benefits from a blend of cyclical timeshare sales and recurring revenue, providing more visibility than pure-play hotel businesses, despite some credit risk. Delinquencies have likely peaked, reserves appear sufficient, and first-time buyer growth is encouraging, supporting a positive outlook for free cash flow and margins.
Marriott Vacations Worldwide Corporation (VAC) Q2 2025 Earnings Conference Call Transcript
Marriott Vacations Worldwide Corporation (NYSE:VAC ) Q2 2025 Earnings Call August 5, 2025 10:00 AM ET Company Participants Jason P. Marino - Executive VP & CFO John E.
Here's What Key Metrics Tell Us About Marriott Vacations Worldwide (VAC) Q2 Earnings
While the top- and bottom-line numbers for Marriott Vacations Worldwide (VAC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Marriott Vacations Worldwide (VAC) Tops Q2 Earnings and Revenue Estimates
Marriott Vacations Worldwide (VAC) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.1 per share a year ago.
Why Marriott Vacations Worldwide (VAC) is Poised to Beat Earnings Estimates Again
Marriott Vacations Worldwide (VAC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Marriott Vacations Worldwide (VAC) Reports Next Week: Wall Street Expects Earnings Growth
Marriott Vacations Worldwide (VAC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Marriott Vacations Worldwide: Gains Are Not On Vacation
Marriott Vacations Worldwide's fundamentals remain strong with sustained demand, efficient cost management, and stable margins, supporting continued profitability despite macroeconomic headwinds. Valuation remains attractive: VAC trades below historical averages, and updated DCF and multiples analysis show upside potential, justifying a continued buy rating. Technicals are bullish, with price momentum and moving averages signaling strength, but overbought conditions suggest possible short-term retracements.
Is the Options Market Predicting a Spike in Marriott Vacations Stock?
Investors need to pay close attention to Marriott Vacations stock based on the movements in the options market lately.
Marriott Vacations Worldwide (VAC) Up 1.1% Since Last Earnings Report: Can It Continue?
Marriott Vacations Worldwide (VAC) reported earnings 30 days ago. What's next for the stock?
Marriott Vacations Worldwide Corporation (VAC) Q1 2025 Earnings Call Transcript
Marriott Vacations Worldwide Corporation (NYSE:VAC ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Neal Goldner - Vice President, Investor Relations John Geller - President & Chief Executive Officer Jason Marino - Executive Vice President & Chief Financial Officer Conference Call Participants Ben Chaiken - Mizuho Securities Patrick Scholes - Truist Securities David Katz - Jefferies Stephen Grambling - Morgan Stanley Shaun Kelley - Bank of America Operator Greetings, and welcome to the Marriott Vacations Worldwide First Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.
Marriott Vacations Q1 Earnings Surpass Estimates, Revenues Lag
VAC's first-quarter results reflect a strong Vacation Ownership business, backed by a rise in the number of tours.
Marriott Vacations Worldwide (VAC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Marriott Vacations Worldwide (VAC) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
