earnings
confidence high
sentiment neutral
materiality 0.70
Marriott Vacations Q4 net loss $431M on $546M impairment; adj EBITDA $186M
MARRIOTT VACATIONS WORLDWIDE Corp
2025-FY EPS reported
-$8.84
revenue$5,032,000,000
- Q4 contract sales $458M; net loss $431M ($12.43 loss per share) includes $546M non-cash impairment charges.
- Q4 adjusted net income $68M; adjusted diluted EPS $1.86; adjusted EBITDA $186M, at high end of guidance.
- Full year 2025: contract sales $1.8B; net loss $308M ($8.84 loss per share); adjusted EBITDA $751M; returned $171M to shareholders.
- Full year 2026 guidance provided; new President/COO Mike Flaskey appointed to drive operational focus.
- Full-year adjusted net income $276M; adjusted diluted EPS $7.16; restructuring and modernization expenses recognized.
item 2.02item 7.01item 9.01