Travel + Leisure Co. Surpasses Expectations with $1.06B Q2 Revenue, Upgrades Full-Year Forecast
Travel + Leisure Co. (NYSE: TNL), a global leader in the leisure travel industry, has announced remarkable Q2 2026 financial results. The company reported a net revenue of $1.06 billion, marking a 4.4% increase year-over-year and slightly exceeding Wall Street’s predictions. Additionally, an adjusted EBITDA of $269 million was recorded, signifying an 8% increase, while earnings per share saw a 21% year-over-year growth.
In light of these positive results, Travel + Leisure Co. has revised its full-year 2026 EBITDA guidance upwards, now ranging from $1.065 billion to $1.085 billion. This surpasses previous estimates. The company’s Gross Vacation Ownership Interest (VOI) sales are also now projected to fall between $2.6 billion and $2.675 billion for the full year.
One of the key contributors to this growth was the strategic acquisitions of Yes& Vacations and Spinnaker Resorts. These acquisitions added 23 resorts and over 100,000 new vacation owners to the company’s portfolio. During the same quarter, the company returned $125 million to shareholders, which included $37 million in dividends and $88 million in share repurchases.
With a market capitalization of approximately $4.69 billion, Travel + Leisure Co. continues to exhibit strong demand for vacation ownership and leisure travel services. This reinforces confidence in the resilience of the industry as we move into the second half of 2026.
Source: GuruFocus – Travel + Leisure Co. (TNL) Reports Strong Q2 2026 Results and Raises Full-Year Guidance