Marriott Vacations Worldwide(US:VAC) ZACKS·2025-02-27 01:00Core Insights - Marriott Vacations Worldwide reported revenue of $1.33 billion for the quarter ended December 2024, reflecting an 11.1% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.25 billion by 6.57% [1] - The company's EPS was $1.86, slightly down from $1.88 in the same quarter last year, but it surpassed the consensus EPS estimate of $1.51 by 23.18% [1] Revenue Breakdown - Revenue from cost reimbursements was $447 million, exceeding the average estimate of $420.38 million by analysts, marking a 12.3% increase year-over-year [4] - Revenue from rentals reached $183 million, significantly higher than the average estimate of $150.97 million, representing a 34.6% year-over-year increase [4] - Revenue from management and exchange was $210 million, slightly above the average estimate of $208.72 million, with a 4% year-over-year increase [4] - Revenue from sales of vacation ownership products was $400 million, surpassing the average estimate of $371.31 million, reflecting a 6.7% increase year-over-year [4] - Revenue from financing was $87 million, slightly above the average estimate of $86.07 million, with a 4.8% year-over-year increase [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned -2.7% over the past month, compared to a -2.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]