Travel + Leisure Co. (TNL) Lags Q2 Earnings Estimates

Core Insights - Travel + Leisure Co. reported quarterly earnings of $1.65 per share, slightly missing the Zacks Consensus Estimate of $1.66 per share, but showing an increase from $1.52 per share a year ago, resulting in an earnings surprise of -0.60% [1] - The company achieved revenues of $1.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.98% and reflecting a year-over-year increase from $985 million [2] - Travel + Leisure Co. shares have increased approximately 14.7% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.79 on revenues of $1.04 billion, while the estimate for the current fiscal year is $6.33 on revenues of $3.98 billion [7] - The estimate revisions trend for Travel + Leisure Co. was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Travel + Leisure Co. belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]