TNL
Travel & Leisure Co.
Overview
Travel + Leisure Co. operates the world's largest vacation ownership business with over 280 resorts and 797,000 owner families, and manages RCI, a vacation exchange network with 3.3 million members across 3,600 affiliated resorts globally.
Travel & Leisure Co is a Consumer Cyclical company operating in Travel Services with a $4.66B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2221 Q&A exchanges
- Q4 FY2025Earnings2026-02-1827 Q&A exchanges
- Q3 FY2025Earnings2025-10-2220 Q&A exchanges
- Q2 FY2025Earnings2025-07-2315 Q&A exchanges
- Q1 FY2025Earnings2025-04-2325 Q&A exchanges
- Q4 FY2024Earnings2025-02-1925 Q&A exchanges
- Q3 FY2024Earnings2024-10-2316 Q&A exchanges
- Q2 FY2024Earnings2024-07-2424 Q&A exchanges
- Q1 FY2024Earnings2024-04-2419 Q&A exchanges
- Q4 FY2023Earnings2024-02-2125 Q&A exchanges
- Q3 FY2023Earnings2023-10-2525 Q&A exchanges
- Q2 FY2023Earnings2023-07-2628 Q&A exchanges
- Q1 FY2023Earnings2023-04-2629 Q&A exchanges
- Q4 FY2022Earnings2023-02-2225 Q&A exchanges
- Q3 FY2022Earnings2022-10-3023 Q&A exchanges
- Q2 FY2022Earnings2022-07-3020 Q&A exchanges
- Q1 FY2022Earnings2022-05-0115 Q&A exchanges
- Q4 FY2021Earnings2022-02-2318 Q&A exchanges
- Q3 FY2021Earnings2021-10-2721 Q&A exchanges
- Q2 FY2021Earnings2021-08-0111 Q&A exchanges
- Q1 FY2021Earnings2021-04-3015 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs $1.89—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $1.89 | — | — | — | — | EODHD |
Source: EODHD. TNL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks TNL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 3 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.69 | $0.64 | +8.4% | +4.9% | +2.5% |
| Q4 FY2026 | $0.51 | $0.48 | +5.5% | +4.5% | +2.2% |
| Q3 FY2026 | $0.62 | $0.60 | +4.0% | -0.9% | -0.8% |
| Q2 FY2026 | $0.64 | $0.60 | +6.7% | +0.5% | +3.1% |
| Q1 FY2025 | $0.68 | $0.64 | +5.7% | +5.0% | +3.9% |
| Q4 FY2025 | $0.79 | $0.73 | +7.7% | -3.6% | -1.0% |
| Q3 FY2025 | $0.79 | $0.78 | +1.7% | +2.6% | +2.6% |
| Q2 FY2025 | $0.86 | $0.77 | +12.3% | +5.1% | +5.7% |
| Q1 FY2024 | $0.70 | $0.64 | +9.7% | +3.1% | +1.1% |
| Q4 FY2024 | $0.73 | $0.64 | +14.3% | -3.2% | -3.7% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Suspended2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Erik D HoagCFO3 mo4 callsCurrentSample
CFO since 2026 • 2/2 beats (100%) • last call held guidance Q3 FY2026
- Thomas Michael DuncanSVP, Chief Accounting Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Sy EsfahaniChief Technology Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Amandine Robin-caplanSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Michael Dean BrownSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- James J SavinaSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for TNL.
$ curl https://api.spokenalpha.com/v1/companies/TNLFAQ
Frequently asked about TNL
Where can I find Travel & Leisure Co.'s (TNL) earnings call transcripts?
Spoken Alpha indexes TNL's earnings call transcripts at https://spokenalpha.com/companies/TNL. Each call links to attributed speakers and parsed analyst Q&A. Travel & Leisure Co.'s own investor relations page is at https://investor.travelandleisureco.com/.
When was Travel & Leisure Co.'s most recent earnings call?
Travel & Leisure Co. (TNL) held its most recent earnings call on 2026-04-22, covering fiscal Q1 2026.
What sector is TNL in?
Travel & Leisure Co. (TNL) operates in the Consumer Cyclical sector (Travel Services industry).