Marriott Vacations Worldwide (VAC Quick QuoteVAC - Free Report) reported $1.37 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 8.2%. EPS of $2.64 for the same period compares to $1.69 a year ago.

The reported revenue represents a surprise of -2.99% over the Zacks Consensus Estimate of $1.41 billion. With the consensus EPS estimate being $2.56, the EPS surprise was +3.13%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:

• Tours: 107,687 compared to the 109,335 average estimate based on two analysts.
• Total active Interval International members: 1.48 million versus the two-analyst average estimate of 1.47 million.
• VPG (Volume Per Guest): $4,822.00 versus the two-analyst average estimate of $4,680.50.
• Revenues- Cost reimbursements: $446 million versus the four-analyst average estimate of $471.82 million. The reported number represents a year-over-year change of -1.1%.
• Revenues- Rental: $155 million versus $152 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
• Revenues- Management and exchange: $212 million versus the four-analyst average estimate of $220.71 million. The reported number represents a year-over-year change of -0.9%.
• Revenues- Sales of vacation ownership products: $459 million versus $463.36 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +28.2% change.
• Revenues- Financing: $95 million versus the four-analyst average estimate of $93.28 million. The reported number represents a year-over-year change of +5.6%.

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

Shares of Marriott Vacations Worldwide have returned +13.4% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.