Marriott Vacations Worldwide stock surges on earnings beat, solid guidance

Published 07/05/2025, 21:50

Investing.com -- Marriott Vacations Worldwide Corporation (NYSE:VAC) saw its stock jump 4.9% after reporting first quarter earnings that beat analyst expectations and reiterating its full-year outlook.

The vacation ownership company posted adjusted earnings per share of $1.66 for the first quarter of 2025, surpassing the analyst consensus of $1.59. Revenue came in at $1.2 billion, slightly below estimates of $1.22 billion but up 3% YoY.

Consolidated vacation ownership contract sales totaled $420 million in the quarter, down 2% from $428 million in the same period last year. The company attributed about half of the decline to a higher mix of first-time buyers.

"We had a strong first quarter growing first time buyer sales and Adjusted EBITDA, illustrating the power of our leisure-focused business model," said John Geller, president and CEO.

Marriott Vacations reiterated its full-year 2025 adjusted EBITDA guidance range of $750 million to $780 million. The company also forecast adjusted earnings per share of $6.40 to $7.10 for the year, compared to analyst expectations of $6.69.

The company returned $91 million to shareholders during the quarter through $36 million in share repurchases and $55 million in dividends.

Marriott Vacations ended the quarter with $865 million in liquidity, including $196 million in cash and nearly $600 million available under its revolving credit facility.

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