Travel + Leisure Co. (TNL) reported $961 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 2.9%. EPS of $1.45 for the same period compares to $1.11 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $952.17 million, representing a surprise of +0.93%. The company delivered an EPS surprise of +10.62%, with the consensus EPS estimate being $1.31.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Travel Leisure Co. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Revenues- Vacation Ownership: $798 million compared to the $790.8 million average estimate based on two analysts. The reported number represents a change of +5.7% year over year. Net Revenues- Corporate and other: $-2 million versus $-1 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +100% change. Net Revenues- Travel and Membership: $165 million versus the two-analyst average estimate of $180.54 million. The reported number represents a year-over-year change of -8.3%. Adjusted EBITDA- Vacation Ownership: $191 million compared to the $170.12 million average estimate based on two analysts. Adjusted EBITDA- Corporate and Other: $-25 million versus the two-analyst average estimate of $-26.32 million. Adjusted EBITDA- Travel and Membership: $59 million compared to the $68.14 million average estimate based on two analysts.View all Key Company Metrics for Travel Leisure Co. here>>>
Shares of Travel Leisure Co. have returned +7.7% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).