Travel + Leisure Co. (TNL) reported $1.03 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.7%. EPS of $1.83 for the same period compares to $1.72 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $999.51 million, representing a surprise of +2.65%. The company delivered an EPS surprise of +0.11%, with the consensus EPS estimate being $1.83.
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- Travel and Membership: $148 million versus the four-analyst average estimate of $155.49 million. The reported number represents a year-over-year change of -5.7%.
- Net Revenues- Vacation Ownership: $875 million versus $844.98 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
- Net Revenues- Corporate and other: $3 million compared to the $-1 million average estimate based on two analysts. The reported number represents a change of +200% year over year.
- Adjusted EBITDA- Travel and Membership: $47 million versus $49.57 million estimated by three analysts on average.
- Adjusted EBITDA- Vacation Ownership: $252 million versus $232.49 million estimated by three analysts on average.
- Adjusted EBITDA- Corporate and Other: $-27 million compared to the $-23.16 million average estimate based on two analysts.
View all Key Company Metrics for Travel Leisure Co. here>>>
Shares of Travel Leisure Co. have returned +4.3% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Travel + Leisure Co. (TNL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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