Travel + Leisure raises 2026 EBITDA guidance as Q2 revenue rises 4% to $1.06 billion
Travel + Leisure Co. reported second-quarter 2026 net revenue of $1.06 billion, up 4%, and net income of $109 million, with diluted earnings per share of $1.72 versus $1.62 a year earlier. The company raised its full-year 2026 Adjusted EBITDA guidance to $1,065 million to $1,085 million and said it announced two acquisitions that add more than 100,000 owners. The Travel and Membership segment weakened, with revenue down 5% and Adjusted EBITDA down 11%.
Key points
- Q2 net income of $109 million; diluted EPS of $1.72 versus $1.62 in Q2 2025
- Full-year 2026 Adjusted EBITDA guidance raised to $1,065 million to $1,085 million
- Travel and Membership revenue fell 5% to $157 million; segment Adjusted EBITDA fell 11% to $49 million
- Returned $125 million to shareholders in Q2, including $88 million of share repurchases; $745 million remained on the authorization at June 30, 2026
The filing
Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 22, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.