Vacation ownership company Marriott Vacations (NYSE: VAC) will be reporting earnings this Wednesday after market hours. Here’s what you need to know.
Marriott Vacations beat analysts’ revenue expectations by 2.4% last quarter, reporting revenues of $1.25 billion, up 9.3% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but a miss of analysts’ adjusted operating income estimates. It reported 1.51 million guests, down 1.5% year on year.
Is Marriott Vacations a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Marriott Vacations’s revenue to grow 1.3% year on year to $1.32 billion, slowing from the 10% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.60 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Marriott Vacations has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Marriott Vacations’s peers in the travel and vacation providers segment, some have already reported their Q3 results, giving us a hint as to what we can expect. American Airlines posted flat year-on-year revenue, meeting analysts’ expectations, and Delta reported revenues up 6.4%, topping estimates by 3.8%. American Airlines traded up 14.3% following the results while Delta’s stock price was unchanged.
Read our full analysis of American Airlines’s results here and Delta’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the travel and vacation providers stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.4% on average over the last month. Marriott Vacations is down 3.3% during the same time and is heading into earnings with an average analyst price target of $91.30 (compared to the current share price of $66.15).
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