Strong Adjusted EBITDA Growth
Travel + Leisure Co. delivered $202 million of adjusted EBITDA in Q1 2025, at the high end of the guidance range and a 6% increase from the previous year.
Increase in Dividend and Share Repurchases
The company increased its dividend by 12% to $0.56 per share and repurchased $70 million worth of shares, returning $111 million to shareholders in Q1.
High Volume Per Guest (VPG)
The VPG was reported at $3,212, significantly above $3,000, indicating strong consumer demand for vacation ownership.
Positive Consumer KPIs
Despite macroeconomic uncertainty, consumer KPIs remained strong with accelerated resort bookings and high search-to-book conversion rates via the Club Wyndham app.
Successful ABS Transaction
The company closed a $350 million ABS transaction with favorable terms, including a 98% advance rate and 5.2% interest rate.