Back to top

Image: Bigstock

Compared to Estimates, Travel Leisure Co. (TNL) Q3 Earnings: A Look at Key Metrics

Read MoreHide Full Article

Travel + Leisure Co. (TNL - Free Report) reported $1.1 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 5.5%. EPS of $2.21 for the same period compares to $1.80 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.1 billion, representing a surprise of +0.09%. The company delivered an EPS surprise of +8.33%, with the consensus EPS estimate being $2.04.

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:
  • Vacation Ownership - Tours: 213,000 versus the three-analyst average estimate of 211,000.
  • Vacation Ownership - Gross VOI sales (Vacation Ownership Interest): $720.00 compared to the $723.56 average estimate based on three analysts.
  • Vacation Ownership - VPG (Volume Per Guest): $3,286.00 versus $3,348.05 estimated by three analysts on average.
  • Net Revenues- Vacation Ownership: $953 million versus $943.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.8% change.
  • Net Revenues- Travel and Membership: $150 million versus $159.09 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -11.2% change.
  • Revenue- Vacation Ownership- Other: $42 million versus $51.56 million estimated by two analysts on average.
  • Revenue- Vacation Ownership- Property Management Fees: $248 million compared to the $226.18 million average estimate based on two analysts.
  • Revenue- Travel and Membership- Other: $7 million compared to the $5.98 million average estimate based on two analysts.
  • Net Revenues- Corporate and other: $-2 million versus the two-analyst average estimate of $-1 million.
  • Revenue- Vacation Ownership- Vacation Ownership Interest(VOI) Sales: $545 million compared to the $536.59 million average estimate based on two analysts.
  • Revenue- Vacation Ownership- Consumer Financing: $118 million compared to the $117.88 million average estimate based on two analysts.
  • Revenue- Travel and Membership- Subscription revenue: $41 million versus the two-analyst average estimate of $41.82 million.

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

Shares of Travel Leisure Co. have returned +2.7% over the past month versus the Zacks S&P 500 composite's -0.8% 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.

Published in