Marriott Vacations Worldwide's Q4 adjusted EPS beats expectations

Marriott Vacations Worldwide

25/02/2026 21:29

Overview

Vacation ownership firm Q4 adjusted EPS beat analyst expectations

Q4 adjusted EBITDA beat analyst expectations

Company reported Q4 net loss due to restructuring and impairment charges

Outlook

Company expects full-year 2026 contract sales between $1.745 bln and $1.815 bln

Marriott Vacations Worldwide forecasts 2026 adjusted EBITDA of $755 mln to $780 mln

Company projects 2026 adjusted EPS between $7.05 and $7.80

Result Drivers

IMPAIRMENT CHARGES - Q4 results were impacted by $546 mln in non-cash impairment charges related to inventory, property, and goodwill

CONTRACT SALES DECLINE - Consolidated contract sales fell 4% year-over-year due to fewer tours and a decline in VPG

Company press release: ID:nBwbgFPxwa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Beat
$1.86
$1.57 (9 Analysts)
Q4 EPS
-$12.43
Q4 Net Income
-$431 mln
Q4 Adjusted EBITDA
Beat
$186 mln
$177.31 mln (9 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and 4 "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 Marriott Vacations Worldwide Corp is $64.00, about 13.9% above its February 24 closing price of $56.20

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 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.)