Travel + Leisure Co.

NYSE:TNL 株式レポート

時価総額：US$4.7b

Travel + Leisure 将来の成長

Future 基準チェック /36

Travel + Leisureは、43.4%と3.9%でそれぞれ年率43.4%で利益と収益が成長すると予測される一方、EPSはgrowで36%年率。

主要情報

43.4%

収益成長率

35.99%

EPS成長率

Hospitality 収益成長18.9%
収益成長率3.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日03 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 06

TNL: Capital Light Fee Model And Acquisitions Will Support Future Repricing

Analysts have raised the fair value estimate for Travel + Leisure to $91.00 per share, reflecting updated assumptions around revenue growth, profitability, and sector research. This includes recent price target increases from $77.00 to $107.00 across several firms.
分析記事 • Jul 30

Travel + Leisure's (NYSE:TNL) Conservative Accounting Might Explain Soft Earnings

The market was pleased with the recent earnings report from Travel + Leisure Co. ( NYSE:TNL ), despite the profit...
ナラティブ更新 • Jul 23

TNL: Capital Light Fees And Resort Acquisitions Will Shape A Measured Outlook

Analysts have raised the fair value estimate for Travel + Leisure to $77.00 from $74.00, reflecting updated views on its capital light, recurring fee model; adjusted expectations for profit margins and future P/E; and recent price target increases into the low to mid $80s from major research firms. Analyst Commentary Recent Street research on Travel + Leisure has included both higher price targets and a shift toward more positive ratings, with some firms pointing to the stock's capital light, recurring fee model as a key support for the updated views.
Seeking Alpha • Jul 22

Travel + Leisure: Sales Momentum Supports Further Upside

Summary Travel + Leisure remains a 'Buy,' supported by robust recurring cash flows, margin expansion, and a healthy balance sheet. Q2 results showed 14% EPS growth, 8% EBITDA growth, and strong Vacation Ownership performance, despite mixed consumer trends and exchange unit headwinds. TNL raised full-year EBITDA guidance by $32.5 million and expects VOI sales to be about $100 million higher, reflecting stronger VPG and operational momentum. Capital returns are a key value driver, with $450+ million run-rate capacity and a fair value target above $85, underpinned by disciplined M&A and buybacks. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 08

TNL: Capital Light Fees And Timeshare Expansion Will Shape A Balanced Outlook

The updated fair value estimate for Travel + Leisure has shifted from $78.00 to $74.00 as analysts factor in slightly lower revenue growth assumptions alongside firmer profit margin and P/E expectations. This reflects a blend of recent target cuts and a fresh Buy upgrade that highlights the stock’s capital light, recurring fee model and exposure to resilient U.S. travel demand.
ナラティブ更新 • Jun 24

TNL: Capital Light Fee Model Will Drive Future Earnings Reappraisal

Analysts modestly raised the Travel + Leisure price target by about $1 to reflect slightly higher fair value estimates, citing renewed optimism around its capital light, recurring fee model after a recent upgrade to Buy, along with a more constructive view on timeshare earnings potential. Analyst Commentary Recent commentary on Travel + Leisure reflects a mix of optimism around the business model and caution around execution and earnings, which helps explain the modest adjustment to fair value estimates and price targets.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:TNL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,482N/A605N/A3
12/31/20274,3585305817209
12/31/20264,1694595496789
6/30/20264,094237442545N/A
3/31/20264,048236442557N/A
12/31/20254,021230523640N/A
9/30/20253,967409506614N/A
6/30/20253,915396495596N/A
3/31/20253,882385453538N/A
12/31/20243,864378383464N/A
9/30/20243,829389428518N/A
6/30/20243,821402377461N/A
3/31/20243,787394311390N/A
12/31/20233,750391276350N/A
9/30/20233,713352315373N/A
6/30/20233,665357266322N/A
3/31/20233,637368254308N/A
12/31/20223,567356390442N/A
9/30/20223,538376347400N/A
6/30/20223,440362452508N/A
3/31/20223,315335576631N/A
12/31/20213,134313511568N/A
9/30/20212,909208532585N/A
6/30/20212,684147479534N/A
3/31/20212,230-90335395N/A
12/31/20202,160-253305374N/A
9/30/20202,496-103267356N/A
6/30/20202,986-8220317N/A
3/31/20203,682274N/A357N/A
12/31/20194,042489N/A452N/A
9/30/20194,016440N/A407N/A
6/30/20193,974436N/A402N/A
3/31/20193,942306N/A461N/A
12/31/20183,931266N/A442N/A
9/30/20183,906604N/A677N/A
6/30/20183,860574N/A629N/A
3/31/20183,831600N/A881N/A
12/31/20173,806645N/A986N/A
9/30/20173,523298N/A851N/A
6/30/20174,080393N/A929N/A
3/31/20174,505534N/A950N/A
12/31/20163,692351N/A963N/A
9/30/20165,591588N/A960N/A
6/30/20165,581581N/A960N/A
3/31/20165,577586N/A999N/A
12/31/20154,878552N/A991N/A
9/30/20155,455552N/A902N/A

アナリストによる今後の成長予測

収入対貯蓄率: TNLの予測収益成長率 (年間43.4% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: TNLの収益 ( 43.4% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: TNLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TNLの収益 ( 3.9% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: TNLの収益 ( 3.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TNLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/07 09:22
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Travel + Leisure Co. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
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Dany AsadBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)