Earnings To Watch: Marriott Vacations (VAC) Reports Q2 Results Tomorrow

August 02, 2025 at 23:09 PM EDT

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Vacation ownership company Marriott Vacations (NYSE: VAC) will be reporting results this Monday after the bell. Here’s what investors should know.

Marriott Vacations missed analysts’ revenue expectations by 0.7% last quarter, reporting revenues of $1.2 billion, flat year on year. It was a strong quarter for the company, with a solid beat of analysts’ EPS estimates and a decent beat of analysts’ EBITDA estimates. It reported 1.54 million guests, down 1.8% year on year.

Is Marriott Vacations a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Marriott Vacations’s revenue to grow 6.7% year on year to $1.22 billion, a reversal from the 3.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.73 per share.

Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 4 downward revisions over the last 30 days (we track 8 analysts). Marriott Vacations has missed Wall Street’s revenue estimates four times over the last two years.

Looking at Marriott Vacations’s peers in the travel and vacation providers segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Carnival delivered year-on-year revenue growth of 9.5%, beating analysts’ expectations by 1.7%, and Delta reported flat revenue, topping estimates by 1.5%. Carnival traded up 5.9% following the results while Delta was also up 11.9%.

Read our full analysis of Carnival’s results here and Delta’s results here.

Investors in the travel and vacation providers segment have had steady hands going into earnings, with share prices flat over the last month. Marriott Vacations is down 7.2% during the same time and is heading into earnings with an average analyst price target of $90.20 (compared to the current share price of $73.51).

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Earnings To Watch: Marriott Vacations (VAC) Reports Q2 Results Tomorrow

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