Compared to Estimates, Marriott Vacations Worldwide (VAC) Q2 Earnings: A Look at Key Metrics

Marriott Vacations Worldwide (VAC) reported $1.32 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.9%. EPS of $2.31 for the same period compares to $1.96 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.28 billion, representing a surprise of +3.39%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $1.98.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Marriott Vacations Worldwide performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Rental: $173 million compared to the $160.16 million average estimate based on six analysts. The reported number represents a change of +8.1% year over year.
• Revenues- Management and exchange: $225 million versus the three-analyst average estimate of $222.08 million. The reported number represents a year-over-year change of +2.7%.
• Revenues- Sales of vacation ownership products: $430 million compared to the $390.71 million average estimate based on three analysts. The reported number represents a change of +16.2% year over year.
• Revenues- Cost reimbursements: $400 million compared to the $409.68 million average estimate based on three analysts. The reported number represents a change of -1.7% year over year.
• Revenues- Financing: $92 million versus the three-analyst average estimate of $94.12 million. The reported number represents a year-over-year change of +2.2%.

View all Key Company Metrics for Marriott Vacations Worldwide here>>>

Shares of Marriott Vacations Worldwide have returned +8.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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Marriott Vacations Worldwide Corporation (VAC): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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