TNL Earnings

TNL reported its FY2025Q4 earnings on 2026-02-18, showcasing a revenue of 0.00 against an estimate of 1.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.83 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following TNL's FY2025Q4 earnings announcement on 2026-02-18, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, TNL's stock price tends to shift by an average of -4.64% in the 10 days leading up to earnings and +0.34% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TNL’s annual revenue to reach 1.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.02% and EPS estimates Revise Upward by 0.04% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TNL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.02%, while EPS estimates moved Revise Upward by 0.04% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TNL's stock price typically moves by -4.64% in the 10 days before its earnings and +0.34% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 1.00B.

The earnings call presents a mixed sentiment. There is strong transaction growth and positive developments in the VOI business, but revenue per transaction decreased, and the Travel and Membership segment remains challenged. The company's financials benefit from improved cost of funds and potential tailwinds, but management's cautious guidance and lack of specific long-term strategies for new brands temper overall optimism. Given the company's market cap, the stock price is likely to remain stable, with a neutral sentiment prevailing over the next two weeks.