Hilton Grand Vacations Q4 adjusted EPS misses

Hilton Grand Vacations

26/02/2026 12:13

Overview

Timeshare company's Q4 revenue rose 3.8% yr/yr to $1.333 bln

Adjusted EPS for Q4 missed analyst expectations

Company repurchased 3.5 mln shares for $150 mln in Q4

Outlook

Company expects full-year 2026 Adjusted EBITDA between $1.185 bln and $1.225 bln

Company plans to build on successes for consistent growth and efficiency gains

Result Drivers

CONTRACT SALES GROWTH - Contract sales increased 1.8% to $852 mln, driven by an 8.7% rise in tours, despite a 6.4% decrease in VPG

CONSTRUCTION DEFERRALS - Net construction deferrals of $32 mln impacted net income and adjusted EBITDA

RESORT AND CLUB MANAGEMENT - Revenue increased by $24 mln due to higher resort and club management and rental revenues

Company press release: ID:nBw8gyML5a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Miss
$0.88
$1.007 (6 Analysts)
Q4 EPS
$0.55
Q4 Net Income
$48 mln
Q4 Adjusted EBITDA
$292 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 $49.00, about 0.8% above its February 25 closing price of $48.60

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 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.)