Travel & Leisure Co. (TNL) Latest Filing Signal

Based on earningsVibe SuperAnalyst™ synthesis of the latest 10-K, Travel & Leisure Co.'s filing signal turned negative.

Travel + Leisure Co. is a leading leisure travel company that provides vacation experiences and travel inspiration to millions globally. The company operates through two primary segments: Vacation Ownership, the world's largest in its category with 797,000 owner families and over 280 resorts, and Travel and Membership, which includes its extensive exchange network and travel club offerings. Its strategy focuses on growing its timeshare business through multi-brand expansion and enhancing its exchange and travel club services by broadening leisure travel products. The company generates diversified revenue streams, with vacation ownership sales accounting for 46% of its 2025 revenue, followed by fee-for-service revenue (40%), consumer financing (11%), and other ancillary streams (3%).

Primary revenue drivers include the sale of vacation ownership interests (VOIs), fee-for-service revenue from exchange and travel club businesses, consumer financing for VOI sales, and property management fees.