VAC
MARRIOTT VACATIONS WORLDWIDE Corp
Overview
Marriott Vacations Worldwide designs, develops, markets, and manages vacation ownership resorts and related products under licensed Marriott, Hyatt, and Ritz-Carlton brands, serving approximately 700,000 owner families across 120 resorts globally.
MARRIOTT VACATIONS WORLDWIDE Corp is a Consumer Cyclical company operating in Resorts & Casinos with a $3.29B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 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 FY2026Earnings2026-05-0514 Q&A exchanges
- Q4 FY2025Earnings2026-02-2616 Q&A exchanges
- Q3 FY2025Earnings2025-11-0615 Q&A exchanges
- Q2 FY2025Earnings2025-08-0510 Q&A exchanges
- Q1 FY2025Earnings2025-05-0818 Q&A exchanges
- Q4 FY2024Earnings2025-02-278 Q&A exchanges
- Q3 FY2024Earnings2024-11-0712 Q&A exchanges
- Q2 FY2024Earnings2024-08-0124 Q&A exchanges
- Q1 FY2024Earnings2024-05-0723 Q&A exchanges
- Q4 FY2023Earnings2024-02-2223 Q&A exchanges
- Q3 FY2023Earnings2023-11-0222 Q&A exchanges
- Q2 FY2023Earnings2023-08-0314 Q&A exchanges
- Q1 FY2023Earnings2023-05-0420 Q&A exchanges
- Q4 FY2022Earnings2023-02-2311 Q&A exchanges
- Q3 FY2022Earnings2022-11-0120 Q&A exchanges
- Q2 FY2022Earnings2022-08-0916 Q&A exchanges
- Q1 FY2022Earnings2022-05-0610 Q&A exchanges
- Q4 FY2021Earnings2022-02-2411 Q&A exchanges
- Q3 FY2021Earnings2021-11-0817 Q&A exchanges
- Q2 FY2021Earnings2021-07-2918 Q&A exchanges
- Q1 FY2021Earnings2021-05-0714 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $1.97—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $1.97 | — | — | — | — | EODHD |
Source: EODHD. VAC reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks VAC'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 8 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 | $3.48 | $2.77 | +25.8% | -1.9% | +0.7% |
| Q4 FY2026 | $3.73 | $2.83 | +31.7% | +0.2% | -2.1% |
| Q3 FY2026 | $3.49 | $2.66 | +31.3% | +6.4% | +7.0% |
| Q2 FY2026 | $3.28 | $2.70 | +21.3% | +3.0% | +3.9% |
| Q1 FY2025 | $3.82 | $2.85 | +33.9% | +3.9% | +4.8% |
| Q4 FY2025 | $3.62 | $2.80 | +29.2% | -0.4% | -0.7% |
| Q3 FY2025 | $3.49 | $2.82 | +23.9% | +3.9% | +4.0% |
| Q2 FY2025 | $3.58 | $2.89 | +23.8% | +2.5% | +4.8% |
| Q1 FY2024 | $3.73 | $2.89 | +28.9% | +6.1% | +4.1% |
| Q4 FY2024 | $4.08 | $3.07 | +33.0% | -3.4% | -0.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- 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.
- Matthew E AvrilCEO3 mo2 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Tony M WalkerSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Andrew T MarcusSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • guidance suspended Q3 FY2026
- Kathleen A PighiniSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Jason P MarinoSee Remarks3 mo11 callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Lori M GustafsonSee Remarks3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance 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 VAC.
$ curl https://api.spokenalpha.com/v1/companies/VACFAQ
Frequently asked about VAC
Where can I find MARRIOTT VACATIONS WORLDWIDE Corp's (VAC) earnings call transcripts?
Spoken Alpha indexes VAC's earnings call transcripts at https://spokenalpha.com/companies/VAC. Each call links to attributed speakers and parsed analyst Q&A. MARRIOTT VACATIONS WORLDWIDE Corp's own investor relations page is at https://ir.marriottvacationsworldwide.com/.
When was MARRIOTT VACATIONS WORLDWIDE Corp's most recent earnings call?
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is VAC in?
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) operates in the Consumer Cyclical sector (Resorts & Casinos industry).