Travel + Leisure Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Travel + Leisure de 36.7% y 2.6% respectivamente, mientras que el BPA crecerá en un 32.9% al año.
Información clave
36.7%
Tasa de crecimiento de los beneficios
32.89%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Hospitality | 18.4% |
| Tasa de crecimiento de los ingresos | 2.6% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 01 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 09
TNL: Capital Light Recurring Fees And Travel Demand Will Support Earnings Conviction
The analyst price target for Travel + Leisure shifts to $85, with the change supported by insights from recent research that highlight what analysts describe as an underappreciated, capital-light, recurring fee model in timeshares, along with execution-driven earnings potential and firm U.S. travel demand. Analyst Commentary Recent research highlights a clear split between short term caution and longer term optimism, with the latest commentary pointing to specific factors that bullish analysts say could support Travel + Leisure's valuation if execution stays on track.
Actualización de narrativa • May 25
TNL: Execution On New Hospitality Concepts Will Shape Future Earnings Power
Analysts have adjusted the Travel + Leisure fair value estimate higher, from about $78.33 to $86.08. This reflects updated price targets across the Street that incorporate refreshed long term models and revised assumptions on margins and earnings multiples.Actualización de narrativa • Apr 30
TNL: Resort Optimization And Buybacks Will Support Future Earnings Conviction
Analysts have trimmed the blended price target on Travel + Leisure by a small amount to reflect higher discount rates and recent $1 to $4 target cuts. Many still point to solid revenue growth, stable margins and lower forward P/E assumptions in their updated models.Seeking Alpha • Apr 22
Travel + Leisure: Delinquency Fears Appear Overdone
Summary Travel + Leisure shares dropped 13% on mixed Q1 results despite beating EPS estimates and maintaining guidance. Early-stage delinquencies in recent loan vintages raised concerns, but strong underwriting and high FICO scores suggest losses should remain manageable. TNL continues robust capital returns, with a 3.5% dividend yield and aggressive buybacks reducing share count by 5.5% year-over-year. I view the sell-off as overdone; with solid fundamentals and prudent guidance, shares should recover to $75+ as investor sentiment rebuilds. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 15
TNL: Resort Optimization And Capital Returns Will Shape A Balanced Outlook
Analysts have lifted their average price targets for Travel + Leisure by a wide margin, with recent moves such as from $71 to $88, $78 to $80, $71 to $81, $86 to $107, $70 to $78, $80 to $90, and $77 to $89, citing updated models through 2027, earnings revisions, and expected benefits from the company's resort optimization initiative and capital return plans. Analyst Commentary Recent research updates on Travel + Leisure cluster around higher price targets, but the reasoning behind those moves varies.Actualización de narrativa • Apr 01
TNL: Resort Optimization And Capital Returns Will Support A Constructive Outlook
Analysts have lifted their price targets on Travel + Leisure into a $78 to $107 range, citing refreshed 2026 and 2027 models, updated post-earnings estimates, and expectations tied to the resort optimization initiative and long-term earnings profile. This narrative update retains a fair value estimate of $78 with slightly adjusted growth, margin, and P/E assumptions.Actualización de narrativa • Mar 18
TNL: Resort Optimization And Share Repurchases Will Drive Future Upside
Analysts raised the fair value estimate for Travel + Leisure to about $104 from $89, citing a series of higher Street price targets and updated models that incorporate recent earnings, new longer term forecasts, and an improved profit margin outlook. Analyst Commentary Recent Street research points to a cluster of higher price targets for Travel + Leisure, with several bullish analysts updating models following the latest earnings release and new guidance.Actualización de narrativa • Mar 04
TNL: Resort Optimization And Capital Returns Will Shape A Balanced Outlook
The updated analyst price target for Travel + Leisure moves to $78, reflecting a recalibration by analysts who have recently lifted their own targets into a roughly $78 to $107 range as they roll models forward and incorporate the latest earnings, guidance, and resort optimization plans. Analyst Commentary Recent research updates on Travel + Leisure cluster in a higher price target range, with several firms revising their models out to 2026 and 2027 and updating estimates after the latest earnings and guidance.Actualización de narrativa • Feb 17
TNL: Refined Earnings Assumptions And New Headquarters Will Drive Future Upside
Analysts lifted their price target on Travel + Leisure by $12 to reflect updated views on discount rates, revenue growth, profit margins and future P/E assumptions, pointing to a more supportive outlook for the company’s earnings power and valuation inputs. Analyst Commentary Recent research points to a more constructive stance on Travel + Leisure, with bullish analysts highlighting the updated price target as a reflection of refined assumptions around discount rates, revenue trajectory, margins and future P/E multiples.Artículo de análisis • Feb 13
Travel + Leisure Co. (NYSE:TNL) Shares Could Be 28% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Travel + Leisure fair value estimate is US$100 Current share...Actualización de narrativa • Feb 03
TNL: Execution And Offensive Initiatives Will Shape A Balanced Earnings Outlook
Analysts have lifted their valuation outlook for Travel + Leisure, with the updated fair value estimate rising by about US$3.42 per share to US$78.33. This increase points to refreshed assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent research updates.Artículo de análisis • Jan 24
Is Now The Time To Put Travel + Leisure (NYSE:TNL) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Actualización de narrativa • Jan 20
TNL: Vacation Ownership Momentum And New Brands Will Drive Future Upside
Analysts nudged their fair value estimate for Travel + Leisure up by about $3 to $89, citing refreshed models that reflect slightly higher assumed revenue growth, profit margins, and future P/E multiples, supported by recent price target increases following Q3 results and vacation ownership momentum. Analyst Commentary Recent Street research on Travel + Leisure has centered on refreshed models following Q3 earnings, with several bullish analysts lifting their price targets and highlighting improving execution in key parts of the business.Artículo de análisis • Jan 06
There Is A Reason Travel + Leisure Co.'s (NYSE:TNL) Price Is Undemanding
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right now...Actualización de narrativa • Jan 05
TNL: Vacation Ownership Momentum Will Drive Future Upside Narrative
Analysts have lifted their price target for Travel + Leisure from about US$73 to roughly US$86. This reflects updated models that point to solid Q3 execution, improving vacation ownership trends, new brand contributions and a higher assumed future P/E multiple.Actualización de narrativa • Dec 20
TNL: Vacation Ownership And New Brands Will Shape A Balanced Earnings Outlook
Analysts have nudged their fair value estimate for Travel + Leisure slightly higher to approximately $74.92. This reflects a tighter discount rate, steady mid single digit revenue growth expectations, and improving conviction in the company’s vacation ownership momentum and new brand driven earnings power.Actualización de narrativa • Dec 06
TNL: Vacation Ownership Momentum And New Brand Expansion Will Shape Earnings Outlook
Analysts have modestly lifted their price target for Travel + Leisure by about $1 to align with stronger Q3 execution and improving momentum in vacation ownership and new brand initiatives, even as they temper long term growth and discount rate assumptions. Analyst Commentary Street research updates reflect a more constructive stance on Travel + Leisure, with multiple firms nudging price targets higher in response to a stronger than expected Q3, improving operational execution and expanding brand initiatives.Actualización de narrativa • Nov 22
TNL: Consistent Segment Momentum And New Market Expansion Will Drive Earnings Upside
Analysts have slightly increased their price target for Travel + Leisure, now projecting modest upside based on consistent operational improvements and encouraging trends in vacation ownership and segment growth. Analyst Commentary Industry analysts have recently reassessed Travel + Leisure, reflecting on both its strengths and challenges moving forward.Actualización de narrativa • Nov 07
TNL: Consistent Earnings Beats And Expanding Brands Will Drive Upside Momentum
Travel + Leisure's analyst price target has increased modestly, rising by just over $1 to $74.27. Analysts cite ongoing strength in core segments and newly expanding brands as key factors supporting the adjustment.Actualización de narrativa • Oct 24
Momentum In Core Segments And New Brands Will Drive Broader Expansion
Analysts have raised their average price target for Travel + Leisure from $67.45 to $73.18. They cite stronger segment momentum, improving sales efficiency, and a promising outlook for new brand initiatives as key reasons for the adjustment.Artículo de análisis • Sep 19
Returns At Travel + Leisure (NYSE:TNL) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Artículo de análisis • Jul 24
Is There An Opportunity With Travel + Leisure Co.'s (NYSE:TNL) 47% Undervaluation?
Key Insights Travel + Leisure's estimated fair value is US$117 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Jul 03
Travel + Leisure Co.'s (NYSE:TNL) Subdued P/E Might Signal An Opportunity
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 9.6x might make it look like a buy right now...Artículo de análisis • Jun 11
Travel + Leisure (NYSE:TNL) Is Looking To Continue Growing Its Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Artículo de análisis • May 15
Is There Now An Opportunity In Travel + Leisure Co. (NYSE:TNL)?
Travel + Leisure Co. ( NYSE:TNL ), is not the largest company out there, but it led the NYSE gainers with a relatively...Artículo de análisis • Mar 31
Market Still Lacking Some Conviction On Travel + Leisure Co. (NYSE:TNL)
Travel + Leisure Co.'s ( NYSE:TNL ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a strong buy...Artículo de análisis • Mar 10
Travel + Leisure's (NYSE:TNL) Shareholders Will Receive A Bigger Dividend Than Last Year
Travel + Leisure Co.'s ( NYSE:TNL ) dividend will be increasing from last year's payment of the same period to $0.56 on...Artículo de análisis • Feb 06
Why Travel + Leisure Co. (NYSE:TNL) Could Be Worth Watching
While Travel + Leisure Co. ( NYSE:TNL ) might not have the largest market cap around , it saw a decent share price...Artículo de análisis • Jan 03
Is Now The Time To Put Travel + Leisure (NYSE:TNL) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Dec 12
There Is A Reason Travel + Leisure Co.'s (NYSE:TNL) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 9.5x Travel + Leisure Co. ( NYSE:TNL ) may be sending very bullish signals...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 4,348 | N/A | 654 | N/A | 4 |
| 12/31/2027 | 4,231 | 501 | 554 | 596 | 11 |
| 12/31/2026 | 4,099 | 453 | 522 | 545 | 11 |
| 3/31/2026 | 4,048 | 236 | 442 | 557 | N/A |
| 12/31/2025 | 4,021 | 230 | 523 | 640 | N/A |
| 9/30/2025 | 3,967 | 409 | 506 | 614 | N/A |
| 6/30/2025 | 3,915 | 396 | 495 | 596 | N/A |
| 3/31/2025 | 3,882 | 385 | 453 | 538 | N/A |
| 12/31/2024 | 3,864 | 378 | 383 | 464 | N/A |
| 9/30/2024 | 3,829 | 389 | 428 | 518 | N/A |
| 6/30/2024 | 3,821 | 402 | 377 | 461 | N/A |
| 3/31/2024 | 3,787 | 394 | 311 | 390 | N/A |
| 12/31/2023 | 3,750 | 391 | 276 | 350 | N/A |
| 9/30/2023 | 3,713 | 352 | 315 | 373 | N/A |
| 6/30/2023 | 3,665 | 357 | 266 | 322 | N/A |
| 3/31/2023 | 3,637 | 368 | 254 | 308 | N/A |
| 12/31/2022 | 3,567 | 356 | 390 | 442 | N/A |
| 9/30/2022 | 3,538 | 376 | 347 | 400 | N/A |
| 6/30/2022 | 3,440 | 362 | 452 | 508 | N/A |
| 3/31/2022 | 3,315 | 335 | 576 | 631 | N/A |
| 12/31/2021 | 3,134 | 313 | 511 | 568 | N/A |
| 9/30/2021 | 2,909 | 208 | 532 | 585 | N/A |
| 6/30/2021 | 2,684 | 147 | 479 | 534 | N/A |
| 3/31/2021 | 2,230 | -90 | 335 | 395 | N/A |
| 12/31/2020 | 2,160 | -253 | 305 | 374 | N/A |
| 9/30/2020 | 2,496 | -103 | 267 | 356 | N/A |
| 6/30/2020 | 2,986 | -8 | 220 | 317 | N/A |
| 3/31/2020 | 3,682 | 274 | 248 | 357 | N/A |
| 12/31/2019 | 4,042 | 489 | N/A | 452 | N/A |
| 9/30/2019 | 4,016 | 440 | N/A | 407 | N/A |
| 6/30/2019 | 3,974 | 436 | N/A | 402 | N/A |
| 3/31/2019 | 3,942 | 306 | N/A | 461 | N/A |
| 12/31/2018 | 3,931 | 266 | N/A | 442 | N/A |
| 9/30/2018 | 3,906 | 604 | N/A | 677 | N/A |
| 6/30/2018 | 3,860 | 574 | N/A | 629 | N/A |
| 3/31/2018 | 3,831 | 600 | N/A | 881 | N/A |
| 12/31/2017 | 3,806 | 645 | N/A | 986 | N/A |
| 9/30/2017 | 3,523 | 298 | N/A | 851 | N/A |
| 6/30/2017 | 4,080 | 393 | N/A | 929 | N/A |
| 3/31/2017 | 4,505 | 534 | N/A | 950 | N/A |
| 12/31/2016 | 3,692 | 351 | N/A | 963 | N/A |
| 9/30/2016 | 5,591 | 588 | N/A | 960 | N/A |
| 6/30/2016 | 5,581 | 581 | N/A | 960 | N/A |
| 3/31/2016 | 5,577 | 586 | N/A | 999 | N/A |
| 12/31/2015 | 4,878 | 552 | N/A | 991 | N/A |
| 9/30/2015 | 5,455 | 552 | N/A | 902 | N/A |
| 6/30/2015 | 5,406 | 568 | N/A | 928 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (36.7% al año) de TNL es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (36.7% al año) de TNL crezcan más rápidamente que el mercado US (18.9% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de TNL crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (2.6% al año) de TNL crezcan más despacio que el mercado de US (13% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 2.6% al año) de TNL crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de TNL se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/21 23:55 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Travel + Leisure Co. está cubierta por 22 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brandt Montour | Barclays |
| Dany Asad | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |