Travel + Leisure: Positive Momentum Continues

Travel + Leisure remains a "Buy" after a strong quarter, with shares up 40% over the past year and robust recurring revenue. TNL's vacation ownership business drives growth, supported by a high-quality customer base and resilient credit metrics, while legacy segments provide stable cash flow. Management expects $1.03–$1.055 billion EBITDA in 2026, continued capital returns, and a new $750 million buyback, with a 3.2% forward yield.

Seeking Alpha • Feb 19, 2026

Travel + Leisure Co. (TNL) Q4 2025 Earnings Call Transcript

Travel + Leisure Co. (TNL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 18, 2026

Travel + Leisure Co. Reports Fourth Quarter and Full-Year 2025 Results and Provides 2026 Outlook

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), a leading leisure travel company, today reported fourth quarter and full-year 2025 financial results for the period ended December 31, 2025. Fourth quarter 2025 highlights: Net revenue of $1.03 billion. Gross VOI sales of $638 million, up 8% year-over-year, including 5% Tour growth and 2% Volume per guest (VPG) growth (1) Net loss of $61 million (diluted loss per share of $0.95), inclusive of $210 million in inventory write-downs.

Business Wire • Feb 18, 2026

Travel Leisure Co. (TNL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Travel Leisure Co. (TNL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 18, 2026

Travel + Leisure Co. (TNL) Meets Q4 Earnings Estimates

Travel + Leisure Co. (TNL) came out with quarterly earnings of $1.83 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.72 per share a year ago.

Zacks Investment Research • Feb 18, 2026

Countdown to Travel Leisure Co. (TNL) Q4 Earnings: Wall Street Forecasts for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Travel Leisure Co. (TNL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Feb 16, 2026

Travel + Leisure Co. (TNL) Earnings Expected to Grow: Should You Buy?

Travel Leisure Co. (TNL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Feb 11, 2026

Cognizant and Travel + Leisure Co. Renew Strategic Collaboration to Accelerate Digital Transformation

The collaboration aims to modernize technology infrastructure and infuse AI to enhance member experiences TEANECK, N.J., Jan. 28, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today the renewal of a multi-million-dollar strategic collaboration with Travel + Leisure Co. (NYSE: TNL), a leading leisure travel company.

PRNewsWire • Jan 28, 2026

Travel + Leisure Co. to Report Fourth Quarter and Full-Year 2025 Financial Results on February 18, 2026

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) announced today it will release fourth quarter and full-year 2025 financial results on Wednesday, February 18, 2026, before the market opens, followed by a conference call at 8:30 a.m. EST. Michael D. Brown, President and CEO, and Erik Hoag, CFO, will discuss the Company's financial performance and business outlook. Participants may listen to a simultaneous webcast of the conference call, which may be accessed through the Company's.

Business Wire • Jan 22, 2026

Travel + Leisure Co. Again Recognized by Fortune as One of the World's Most Admired Companies

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL), a leading leisure travel company, today announced it has been named to Fortune's World's Most Admired Companies list for the fourth consecutive year, reflecting the trust it has built with travelers, owners, partners and investors through its strong reputation, innovative approach, and commitment to delivering exceptional travel experiences. Fortune's annual ranking evaluates companies across multiple criteria, including quality o.

Business Wire • Jan 21, 2026