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Travel + Leisure

TNL · Online travel & lodging sector group
Guidance from Travel + Leisure’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
9 items
Releases tracked
8
Latest release
Jul 22, 2026
Data checked
Jul 22, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Jul 22, 2026 release

Each item compared with the same item in the previous release (Apr 22, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
RaisedAdjusted EBITDAfor FY2026“$1,030 million to $1,055 million”“$1,065 million to $1,085 million”Filing ↗
NewAdjusted EBITDAfor Q3 FY2026—“$275 million to $285 million”Filing ↗
NewAdjusted EBITDAfor FY2026—“$1,065 million to $1,085 million”Filing ↗
NewGross VOI salesfor Q3 FY2026—“$700 million to $740 million”Filing ↗
RaisedGross VOI salesfor FY2026“$2.5 billion to $2.6 billion”“$2.600 billion to $2.675 billion”Filing ↗
NewVPGfor Q3 FY2026—“$3,300 to $3,350”Filing ↗
RaisedVPGfor FY2026“$3,175 to $3,275”“$3,325 to $3,375”Filing ↗
Show 2 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedAdjusted EBITDAfor FY2026“$1,030 million to $1,055 million”—Filing ↗
Not restatedAdjusted EBITDAfor FY2026“$1,030 million to $1,055 million”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted EBITDA“$1,065 million to $1,085 million”for FY2026Company-definedApr 22, 20262Filing ↗
Adjusted EBITDA“$275 million to $285 million”for Q3 FY2026Company-definedJul 22, 20261Filing ↗
Adjusted EBITDA“$1,065 million to $1,085 million”for FY2026Company-definedJul 22, 20261Filing ↗
Adjusted EBITDA“$1,030 million to $1,055 million”for FY2026Company-definedApr 22, 20261Filing ↗
Adjusted EBITDA“$1,030 million to $1,055 million”for FY2026Company-definedFeb 18, 20261Filing ↗
Dividend“$0.60 per share”for Q3 FY2026Declared actionJul 22, 20261Filing ↗
Gross VOI sales“$700 million to $740 million”for Q3 FY2026Company-definedJul 22, 20261Filing ↗
Gross VOI sales“$2.600 billion to $2.675 billion”for FY2026Company-definedFeb 18, 20263Filing ↗
VPG“$3,300 to $3,350”for Q3 FY2026Company-definedJul 22, 20261Filing ↗
VPG“$3,325 to $3,375”for FY2026Company-definedFeb 18, 20263Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Share repurchase authorization“$750 million”—Declared actionFeb 18, 20261Filing ↗

How one item moved

Gross VOI sales, for FY2026 — every statement across the year, each linked to its filing.

Feb 18, 2026
New
“$2.5 billion to $2.6 billion”
Filing ↗
Apr 22, 2026
Reiterated
“$2.5 billion to $2.6 billion”
Filing ↗
Jul 22, 2026
Raised
“$2.600 billion to $2.675 billion”
Filing ↗

How your Online travel & lodging sector group guides

12 companies in Online travel & lodging. What they guide on, and who reported this season.

Most-guided metric families
Adjusted EBITDA
11
Revenue
9
Dividends
8
Buybacks
8
Adjusted EPS
6
Capex
6
GAAP EPS
5
Tax rate
4
This season’s releases
CarnivalSep 29, 202636 changes
AirbnbAug 6, 202610 changes
Choice HotelsAug 5, 202613 changes
Expedia GroupAug 5, 20266 changes
Booking HoldingsAug 4, 20267 changes
Marriott InternationalAug 3, 202615 changes
Hyatt HotelsJul 30, 20266 changes
Norwegian Cruise Line HoldingsJul 30, 202645 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024No period
Adjusted EBITDA9 statements10 statements2 statements—
Adjusted EBITDA mid-point—1 statement——
Travel and Membership Adjusted EBITDA—2 statements1 statement—
Dividend3 statements4 statements1 statement—
Dividend per share—1 statement——
The full record for Travel + Leisure and its Online travel & lodging peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Jul 22, 2026FY2026 Q20001361658-26-0000508Open filing ↗
Apr 22, 2026FY2026 Q10001361658-26-0000249Open filing ↗
Feb 18, 2026FY2025 Q40001361658-26-0000058Open filing ↗
Oct 22, 2025FY2025 Q30001361658-25-0003136Open filing ↗
Jul 23, 2025FY2025 Q20001361658-25-0002556Open filing ↗
Apr 23, 2025FY2025 Q10001361658-25-00018410Open filing ↗
Feb 19, 2025FY2024 Q40001361658-25-0000088Open filing ↗
Oct 23, 2024FY2024 Q30001361658-24-0001758Open filing ↗

Not located in filing

1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.

Show the 1 unmatched span
SpanWhyFiled
VPG = $3,200 to $3,250span gate: value not verbatim in filingApr 23, 2025
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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