Marriott Vacations Worldwide Reports Third Quarter 2026 Financial Results
Marriott Vacations Worldwide swung to Q3 2026 net income of $82 million ($2.24 diluted EPS) from a $2 million loss a year ago, with revenue up 8% to $1.367 billion. Contract sales rose 29% to $565 million and VPG hit an industry-leading $4,822, up 30%; development profit nearly doubled to $142 million and Adjusted EBITDA grew 27% to $216 million. Management raised the midpoint of full-year contract sales and Adjusted EBITDA guidance to $2,130 million and $820 million, respectively, even while absorbing an estimated $16 million Adjusted EBITDA hit from Hurricane Lowell in Kauai.
Key figures
- Eps
- 2.24
- Revenue
- 1367000000
- Guidance
- FY26 contract sales midpoint raised to $2,130M ($2,120-$2,140M) and Adjusted EBITDA midpoint to $820M ($810-$830M); adjusted EPS $8.65-$9.15 (raised from $8.25-$9.05); adjusted free cash flow $410-$430M (trimmed from $410-$460M)
- Revenue Yoy
- 8%
- Vpg
- 4822
- Vpg yoy
- 30%
- Adjusted eps
- 2.64
- Contract sales
- 565000000
- Adjusted ebitda
- 216000000
- Contract sales yoy
- 29%
- Development profit
- 142000000
- Adjusted ebitda yoy
- 27%
- Development profit yoy
- 97%
- Net corporate leverage
- 3.6x
- Hurricane ebitda impact
- 16000000
AI analysis
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