Travel+Leisure Q4 adj. EBITDA $272M; net loss $61M; FY26 EBITDA guid $1.03-1.055B

Travel & Leisure Co.

2025-FY EPS reported $3.44 vs consensus $1.82 ▲ beat (+88.8%)

Net loss $61M ($0.95 diluted) includes $210M inventory write-downs from Resort Optimization Initiative.
Adjusted diluted EPS $1.83; full-year adj. diluted EPS $6.34; Vacation Ownership revenue +8% to $875M.
Gross VOI sales +8% to $638M (tour growth 5%, VPG growth 2%); Travel & Membership revenue -6% to $148M.
Company recommends Q1 2026 dividend increase to $0.60/share (from $0.56); Board approved new $750M share repurchase authorization.
FY2026 Adjusted EBITDA guidance $1.03-1.055B; Q1 2026 adj. EBITDA guidance $210-220M.

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