Travel + Leisure Q1 adjusted EPS $1.45, up 31% YoY; reaffirms FY Adj. EBITDA guidance

Travel & Leisure Co.

2026-Q1 EPS reported $1.22 vs consensus $1.32 ▼ miss (-7.4%)

Net revenue $961M; net income $79M ($1.22 diluted EPS); adjusted diluted EPS $1.45.
Adjusted EBITDA $225M (+11% YoY); Vacation Ownership segment Adj. EBITDA $191M (+20% YoY).
Gross VOI sales $549M (+7% YoY) on 5% more tours; VPG $3,321 (+3% YoY).
Q2 2026 guidance: Adj. EBITDA $260M-$270M; reaffirms full-year Adj. EBITDA $1.03B-$1.055B.
Returned $128M to shareholders ($41M dividends, $87M buybacks); inventory write-downs $19M from resort optimization.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.85

Travel & Leisure Co. reported the three months ended March 31, 2026 results: revenue $961 million, net income $79 million (diluted earnings per share of $1.22). Guidance reaffirmed.

Period: the three months ended March 31, 2026
Revenue: $961 million
Net income: $79 million (diluted earnings per share of $1.22)
Guidance: reaffirmed
Result: reported results

Exact text from the filing

a leading leisure travel company, today reported first quarter 2026 financial results for the three months ended March 31, 2026. Highlights and outlook include: • Net revenue of $961 million. Gross VOI sales of $549 million, up 7% year-over-year • Net income of $79 million (diluted earnings per share of $1.22) • Adjusted EBITDA of $225 million and Adjusted diluted

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Source: SEC EDGAR

accession 0001361658-26-000024

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