Earnings To Watch: Travel + Leisure (TNL) Reports Q4 Results Tomorrow

Earnings To Watch: Travel + Leisure (TNL) Reports Q4 Results Tomorrow

Radek Strnad

Tue, February 17, 2026 at 12:02 PM GMT+9 2 min read

In this article:

TNL

-1.91%

Hospitality company Travel + Leisure (NYSE:TNL) will be reporting earnings this Wednesday morning. Here’s what to expect.

Travel + Leisure beat analysts’ revenue expectations by 1% last quarter, reporting revenues of $1.04 billion, up 5.1% year on year. It was a satisfactory quarter for the company, with a decent beat of analysts’ adjusted operating income estimates. It reported 200,000 tours conducted, up 2.6% year on year.

Is Travel + Leisure a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Travel + Leisure’s revenue to grow 2.6% year on year to $996.2 million, slowing from the 3.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.82 per share.

Travel + Leisure Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Travel + Leisure has missed Wall Street’s revenue estimates three times over the last two years.

Looking at Travel + Leisure’s peers in the consumer discretionary - travel and vacation providers segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Frontier posted flat year-on-year revenue, beating analysts’ expectations by 2.3%, and Hilton reported revenues up 10.9%, topping estimates by 3.3%. Frontier traded down 12% following the results while Hilton’s stock price was unchanged.

Read our full analysis of Frontier’s results here and Hilton’s results here.

Investors in the consumer discretionary - travel and vacation providers segment have had fairly steady hands going into earnings, with share prices down 1.7% on average over the last month. Travel + Leisure is up 1.4% during the same time and is heading into earnings with an average analyst price target of $78.33 (compared to the current share price of $70.88).

P.S. STOP buying the AI stocks everyone’s talking about. The real money? It’s in the profitable pick nobody’s watching yet. We’ve identified an AI profit machine that’s flying under Wall Street’s radar—for now. We can’t keep this research public forever—grab your FREE copy before we pull it offline. GO HERE NOW.

Terms and Privacy Policy

Privacy Dashboard

More Info