Core Insights - Travel + Leisure Co. (TNL) is a significant player in the leisure travel industry, focusing on vacation ownership and travel services, and has demonstrated strong financial performance [1] Financial Performance - TNL reported third-quarter earnings on October 22, 2025, with revenue of $1.04 billion, exceeding the estimated $995 million and showing an increase from $993 million in the same period last year [2] - The company's earnings per share (EPS) for the third quarter reached $1.80, surpassing the Zacks Consensus Estimate of $1.72, and increased from $1.57 in the same quarter last year, with an earnings surprise of +4.65% [3] - The Vacation Ownership segment generated $876 million in revenue, reflecting a 6% increase compared to the previous year, while TNL's net income for the quarter was $111 million, translating to $1.67 in diluted EPS [4] Investment Profile - TNL's financial metrics indicate a solid investment profile, with a price-to-earnings (P/E) ratio of approximately 11.16 and a price-to-sales ratio of about 1.12, suggesting attractive valuation metrics [5] - The enterprise value to sales ratio is around 1.06, and the enterprise value to operating cash flow ratio is approximately 6.85, indicating strong operational efficiency [5] - TNL's current ratio of 3.03 suggests a strong liquidity position, ensuring the company can meet its short-term obligations [5][6]

Core Insights - Vail Resorts, Inc. (NYSE:MTN) is a prominent player in the leisure and recreation services industry, primarily recognized for its mountain resorts and ski areas, operating multiple destination resorts across North America [1] Financial Performance - On September 29, 2025, Vail Resorts reported an earnings per share (EPS) of -$5.08, which was below the estimated EPS of -$4.78, resulting in a negative surprise of 6.95% [2] - The company's revenue was approximately $271.3 million, slightly missing the estimated $276.2 million, but representing a slight increase from the $265.39 million reported a year ago [3] - Despite a 3% decline in skier visits, Vail Resorts achieved a 2% growth in Resort Reported EBITDA, attributed to improved conditions in the second quarter [4][6] Market Valuation - Vail Resorts has a price-to-sales ratio of about 1.86, an enterprise value to sales ratio of around 2.70, and an enterprise value to operating cash flow ratio of approximately 12.63, reflecting the market's perception of its financial health and growth potential [5]

分组1 - Viking Holdings reported quarterly earnings of $0.99 per share, matching the Zacks Consensus Estimate, and up from $0.76 per share a year ago [1] - The company posted revenues of $1.88 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 2.59%, compared to $1.59 billion in the same quarter last year [2] - Viking shares have increased approximately 36.6% year-to-date, outperforming the S&P 500's gain of 9.7% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.18 on revenues of $2 billion, and for the current fiscal year, it is $2.49 on revenues of $6.36 billion [7] - The Leisure and Recreation Services industry, to which Viking belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8]