Travel + Leisure/$TNL

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About Travel + Leisure

Travel+Leisure Co is a membership and leisure travel company. It provides hospitality services and travel products. The company operates in the segments of Vacation Ownership, which is the key revenue-driving segment, develops, markets and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts, and Travel and Membership which operates a variety of travel businesses, including three vacation exchange brands, a home exchange network, travel technology platforms, travel memberships, and direct-to-consumer rentals. The majority of the revenue is earned from the United States.

Ticker

$TNL

Primary listing

NYSE

Employees

19,000

Travel + Leisure Metrics

BasicAdvanced
$4B
10.66
$5.78
1.40
$2.12
3.63%

What the Analysts think about Travel + Leisure

Analyst ratings (Buy, Hold, Sell) for Travel + Leisure stock.

Bulls say / Bears say

Vacation Ownership revenue rose 6% year-over-year to $853 million, fueled by a 7% gain in volume per guest and a 3% increase in tours, reflecting strong demand for timeshares (Reuters)
Adjusted EPS of $1.65 exceeded the analyst estimate of $1.64, supported by improved margins and better operational efficiency in Q2 (Reuters)
Fitch Ratings highlights Travel + Leisure’s strong free cash flow and top-three ranking in the industry as strengths, pointing to its ability to fund growth and shareholder returns (Fitch Ratings)
Travel & Membership segment revenue dropped 6% year-over-year and Adjusted EBITDA fell 11% in Q2 2025, indicating weaker demand and pressure on margins outside the main Vacation Ownership division (Reuters)
Fitch Ratings keeps Travel + Leisure’s Long-Term Issuer Default Rating at 'BB-', a speculative grade that restricts access to cheaper funding and could raise future borrowing costs (Fitch Ratings)
TNL’s dependence on asset-backed securitization for customer financing makes it vulnerable to disruptions in the ABS market, with Fitch noting that tighter credit could require the company to directly support its finance arm (Fitch Ratings)
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Travel + Leisure Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Travel + Leisure Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Travel + Leisure
DividendPayment
$0.56Per share
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