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Marriott Vacations Worldwide Corporation (VAC)
NYSE:VAC
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.76Last Year’s EPS
1.1Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 10.52%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a balanced sentiment, with strong first-time buyer sales, adjusted EBITDA growth, and progress in modernization being positive highlights, while declines in contract sales, reduced VPG, and rental profit decline present challenges.Company Guidance
During the Marriott Vacations Worldwide first quarter 2025 earnings call, the company provided guidance indicating a strong start to the year with a 6% increase in first-time buyer sales and a 3% rise in adjusted EBITDA. The company aims to achieve $150 million to $200 million in run-rate benefits from its modernization initiative by the end of 2026. This initiative is expected to generate $75 million to $100 million in annual run-rate cost savings and efficiencies, and an additional $75 million to $100 million of adjusted EBITDA benefits from revenue initiatives. The company is also focused on maintaining high occupancy rates, with over 90% resort occupancy reported in the first quarter, and a solid forward bookings outlook. Additionally, Marriott Vacations Worldwide intends to update its full-year sales guidance based on current contract sales trends and expects to continue driving growth through strategic adjustments in inventory mix and leveraging data analytics to enhance tour quality. The company reaffirmed its adjusted EBITDA guidance for the year, projecting adjusted free cash flow between $270 million and $330 million, excluding approximately $100 million of one-time costs related to modernization efforts.Strong First-Time Buyer Sales
First-time buyer sales increased by 6% year-over-year, illustrating the long-term health of the system.
Adjusted EBITDA Growth
Total company adjusted EBITDA increased 3% to $192 million, with margins remaining strong at 23%.
Modernization Initiative Progress
The company is on track to deliver $150 million to $200 million in run rate benefits by the end of 2026, with $35 million in savings expected this year.
High Resort Occupancy
Resort occupancy ran more than 90% in the first quarter, with forward bookings remaining strong.
Improvement in Loan Delinquencies
Loan and maintenance fee delinquencies improved by 60 basis points year-over-year.
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Marriott Vacations Worldwide Corporation (VAC) Earnings, Revenues Date & History
VAC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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VAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 07, 2025 | $58.20 | $64.32 | +10.52% |
| Feb 26, 2025 | $84.43 | $76.61 | -9.26% |
| Nov 06, 2024 | $83.10 | $94.07 | +13.20% |
| Jul 31, 2024 | $82.02 | $75.53 | -7.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Marriott Vacations Worldwide Corporation (VAC) report earnings?
Marriott Vacations Worldwide Corporation (VAC) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Marriott Vacations Worldwide Corporation (VAC) earnings time?
Marriott Vacations Worldwide Corporation (VAC) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VAC EPS forecast?
VAC EPS forecast for the fiscal quarter 2025 (Q2) is 1.76.
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