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Travel Leisure

TNL

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Q2 FY2026 EarningsQ2 FY2026 results were mixed: revenue of $1.06B slightly beat the $1.04B consensus, while Normalized EPS of $1.88 was just shy of the $1.91 expectation. Vacation Ownership drove growth with a 6% revenue increase and 11% surge in Net VOI sales, offsetting a 5% decline in the Travel and Membership segment. Management raised full-year Adjusted EBITDA guidance to $1,065M–$1,085M, signaling confidence despite transactional headwinds in membership clubs.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Travel Leisure(TNL) the Revenue is 1.063 B (+4.42%), Beat estimate;the EBIT is 210 M (-4.11%), Miss estimate;the EPS is 1.72 (+6.17%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.06B4.42%
1.04B2.33%
+0.02B2.09%
EBITMiss expectations
0.21B4.11%
0.23B3.68%
-0.02B7.79%
EPSMiss expectations
1.726.17%
1.876715.84%
-0.15679.67%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf