Hilton Grand Vacations Q1 adjusted EPS beats, raises EBITDA outlook

Hilton Grand Vacations

30/04/2026 12:15

Overview

US timeshare company's Q1 adjusted EPS beat analyst expectations

Q1 revenue rose yr/yr, partially offset by $25 mln net construction deferral

Company repurchased $150 mln in shares and raised full-year adjusted EBITDA guidance

Outlook

Company raises 2026 full-year adjusted EBITDA guidance to $1.225 bln-$1.265 bln, excluding deferrals

Result Drivers

REAL ESTATE SALES AND FINANCING - Segment revenue rose, driven by higher VOI sales, increased fee-for-service commissions, and greater financing revenue

CONSTRUCTION DEFERRALS - Net income and adjusted results were negatively affected by a net construction deferral related to a project in Hawaii

EFFICIENCY INITIATIVES - Management said disciplined execution and efficiency initiatives fueled strong adjusted EBITDA growth and margin expansion

Company press release: ID:nBw4rX8qXa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EPS
Beat
$0.99
$0.51 (4 Analysts)
Q1 EPS
$0.79
Q1 Net Income
$66 mln
Q1 Adjusted EBITDA
$249 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the hotels, motels & cruise lines peer group is "buy."

Wall Street's median 12-month price target for Hilton Grand Vacations Inc is $53.00, about 22.1% above its April 29 closing price of $43.40

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)