Travel Leisure Co. (TNL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | October 22, 2025, 9:30 AM

Travel + Leisure Co. (TNL) reported $1.04 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 5.1%. EPS of $1.80 for the same period compares to $1.57 a year ago.

The reported revenue represents a surprise of +0.54% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $1.72, the EPS surprise was +4.65%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Travel Leisure Co. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Revenues- Vacation Ownership: $876 million versus $878.68 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.
  • Net Revenues- Travel and Membership: $169 million versus $163.78 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
  • Adjusted EBITDA- Travel and Membership: $58 million versus $59.79 million estimated by three analysts on average.
  • Adjusted EBITDA- Vacation Ownership: $231 million compared to the $218.52 million average estimate based on three analysts.
  • Adjusted EBITDA- Corporate and Other: $-23 million versus $-23.27 million estimated by two analysts on average.

View all Key Company Metrics for Travel Leisure Co. here>>>

Shares of Travel Leisure Co. have returned -0.6% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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