Travel + Leisure Co. (TNL) Meets Q4 Earnings Estimates

Core Insights - Travel + Leisure Co. (TNL) reported quarterly earnings of $1.83 per share, matching the Zacks Consensus Estimate and showing an increase from $1.72 per share a year ago, resulting in an earnings surprise of +0.11% [1] - The company achieved revenues of $1.03 billion for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.65% and up from $971 million in the previous year [2] - Travel Leisure Co. has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.29 on revenues of $966.58 million, while for the current fiscal year, it is $7.45 on revenues of $4.15 billion [7] Industry Context - The Leisure and Recreation Services industry, to which Travel Leisure Co. belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly affect stock performance [5][8]