Compared to Estimates, Marriott Vacations Worldwide (VAC) Q4 Earnings: A Look at Key Metrics

For the quarter ended December 2025, Marriott Vacations Worldwide (VAC) reported revenue of $1.32 billion, down 0.3% over the same period last year. EPS came in at $1.86, compared to $1.86 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.32 billion, representing a surprise of -0.14%. The company delivered an EPS surprise of +8%, with the consensus EPS estimate being $1.72.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Marriott Vacations Worldwide performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Sales of vacation ownership products: $381 million compared to the $383.59 million average estimate based on four analysts. The reported number represents a change of -4.8% year over year.
• Revenues- Management and exchange: $212 million versus the four-analyst average estimate of $215.42 million. The reported number represents a year-over-year change of +1%.
• Revenues- Cost reimbursements: $467 million versus the four-analyst average estimate of $459.78 million. The reported number represents a year-over-year change of +4.5%.
• Revenues- Financing: $92 million versus $91.01 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
• Revenues- Rental: $171 million versus the four-analyst average estimate of $172.89 million. The reported number represents a year-over-year change of -6.6%.

View all Key Company Metrics for Marriott Vacations Worldwide here>>>

Shares of Marriott Vacations Worldwide have returned +6.7% over the past month versus the Zacks S&P 500 composite's +0.6% 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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This article originally published on Zacks Investment Research (zacks.com).

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