Travelzoo Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
Travelzoo har ökat intäkterna med en genomsnittlig årlig takt på 29.3%, medan Interactive Media and Services -branschen såg intäkterna växande på 21.1% årligen. Intäkterna har varit växande med en genomsnittlig takt på 10.2% per år.
Viktig information
29.29%
Tillväxttakt i vinsten
30.99%
Tillväxttakt för EPS
| Interactive Media and Services Tillväxt i branschen | 6.15% |
| Intäkternas tillväxttakt | 10.16% |
| Avkastning på eget kapital | n/a |
| Nettomarginal | 4.32% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Apr 29
TZOO: Buybacks And Mixed Street Views Will Support Future Upside Potential
Narrative Update on Travelzoo The analyst fair value estimate for Travelzoo has moved from $20.00 to $21.00. Analysts point to updated assumptions for revenue growth, profit margins, and a lower future P/E multiple following recent revisions to Street price targets around the Q4 results.Seeking Alpha • Apr 24
Travelzoo: Improved Earnings On Seasonally Cheaper CAC, But Its Economics Don't Seem Attractive
Summary Travelzoo delivered sequential improvement in operating income for 1Q26, driven by lower G&A and S&M expenses. Despite higher revenues, TZOO's margins declined YoY, and membership economics remain questionable due to high CAC and churn rates. Membership revenue growth is offset by significant marketing spend and potentially high churn, raising doubts about long-term profitability. I maintain a Hold rating on TZOO, citing inconsistent economics and elevated risks to global travel in 2026. Read the full article on Seeking AlphaUppdatering av berättelse • Apr 14
TZOO: Reset Forecasts And Buyback Plan Will Support Long Term Upside
Analysts now frame Travelzoo around a $20 price target, in line with the updated fair value estimate, after revising long term forecasts and valuation inputs following softer than expected Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Recent research updates on Travelzoo focus on lower price targets and revised long term expectations following softer than expected Q4 results and reduced outlooks for 2026 and 2027.
Uppdatering av berättelse • Mar 31
TZOO: Subscriber Momentum And Buybacks Will Support 2026 Earnings Recovery
Analysts have cut Travelzoo's blended price target, with recent moves from $21 to $20 and from $13 to $8, citing softer Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Bearish analysts have reacted to the softer Q4 results by trimming longer term expectations and resetting price targets, signalling more caution around execution and growth visibility.Uppdatering av berättelse • Mar 17
TZOO: Reset Expectations Will Support 2026 Upside As Buyback Program Advances
Narrative Update on Travelzoo The analyst price target for Travelzoo has been reduced from $22.25 to $20.00, as analysts factor in softer than expected Q4 results and lowered expectations for 2026 and 2027 that also affect updated profit margin and P/E assumptions. Analyst Commentary Recent Street research reflects a mixed but engaged view on Travelzoo, with price targets adjusted to align with softer than expected Q4 results and revised expectations for 2026 and 2027.Uppdatering av berättelse • Mar 03
TZOO: Subscriber Expansion Will Drive 2026 Earnings Despite Softer Q4 Reset
Analysts have lowered their fair value estimate for Travelzoo from $13.00 to $8.00, citing revised assumptions for revenue growth and profit margins following softer than expected Q4 results and reduced long-term forecasts reflected in recent price target cuts to $20 and $8. Analyst Commentary Bearish analysts have responded to the softer than expected Q4 results by trimming their longer term assumptions, which feeds directly into lower valuation estimates and more cautious sentiment on the stock.
Uppdatering av berättelse • Feb 24
Update on Q4/FY25 Results
Average cost to acquire members improved from $40 to $34, making each member acquisition immediately profitable without any additional spend. Membership costs also increased to $50/year adding additional room for profitable membership acquisition, though I would prefer TravelZoo focus revenue generation on customer spend once acquired (thereby demonstrating the value of the membership and lowering customer churn) rather than on profitable acquisition.Uppdatering av berättelse • Feb 16
TZOO: Subscriber Expansion Will Support 2026 Earnings Despite Reset 2025 Expectations
Analysts have trimmed their price target on Travelzoo to $23 from $26, pointing to updated 2025 estimates after the Q3 report, while still highlighting subscriber growth as a key support for the longer term outlook. Analyst Commentary Recent Street research reflects a more cautious tone on Travelzoo, with price targets adjusted to reflect updated 2025 estimates following the Q3 report.Uppdatering av berättelse • Feb 02
TZOO: Subscriber Momentum Will Support 2026 Upside Despite Near Term Estimate Cuts
Analysts have lowered their price target for Travelzoo from $26 to $23, citing reduced 2025 estimates after the Q3 report. They still identify subscriber growth as a key factor in their outlook for 2026.Uppdatering av berättelse • Jan 19
TZOO: Subscriber Expansion Will Support 2026 Upside Despite Reduced Forecasts
Analysts have trimmed their average price target on Travelzoo to about $22, down from prior targets closer to $26, as they recalibrate expectations following softer Q3 results and reduced forecasts for 2025 and 2026. Analyst Commentary Recent research updates on Travelzoo reflect a more cautious stance after softer Q3 results and reduced forecasts for 2025 and 2026, even as some analysts still see room for attractive upside if execution improves.Uppdatering av berättelse • Jan 04
TZOO: Subscriber Expansion Will Drive 2026 Membership Monetization Upside Despite Forecast Reset
Analysts have nudged our Travelzoo price target slightly lower to $22.25, reflecting trimmed near term 2025 and 2026 forecasts after softer Q3 results, while still acknowledging subscriber driven growth potential into 2026. Analyst Commentary Street research following the Q3 release reflects a more cautious stance on near term execution while maintaining a constructive long term view on Travelzoo's growth algorithm.Uppdatering av berättelse • Dec 19
TZOO Subscriber Momentum Will Drive Earnings Despite Near Term Execution Risks
We lower our price target on Travelzoo to $13 from $17, as analysts factor in softer near term growth, reduced profit margin expectations, and higher required returns, despite confidence that subscriber momentum can still support solid performance into 2026. Analyst Commentary Bearish analysts have trimmed their price targets following the latest quarterly update, citing a combination of softer than expected near term trends and more conservative long term assumptions.Uppdatering av berättelse • Dec 05
TZOO: Subscriber Momentum Will Drive Paid Membership Upside After Forecast Reset
Analysts have trimmed their price target on Travelzoo to approximately $22 per share from about $24 previously, citing reduced 2025 and 2026 forecasts following softer Q3 results, while maintaining confidence in subscriber driven growth over the longer term. Analyst Commentary Recent Street research reflects a recalibration of expectations for Travelzoo, with lower price targets and revised forecasts for 2025 and 2026 following softer than anticipated Q3 results.Uppdatering av berättelse • Nov 20
TZOO: Subscriber Growth Will Drive Recovery Despite Near-Term Forecast Cuts
Analysts have revised their price target for Travelzoo downward from $25.25 to $22.25. They cited softer-than-expected Q3 results and lowered growth projections for 2025, although expectations for 2026 remain positive.Analysartikel • Nov 05
Not Many Are Piling Into Travelzoo (NASDAQ:TZOO) Stock Yet As It Plummets 25%
Travelzoo ( NASDAQ:TZOO ) shareholders that were waiting for something to happen have been dealt a blow with a 25...Uppdatering av berättelse • Oct 29
Increasing revenue at high costs relies on membership to convert to spend
Updating on Q3 25 resultsNy berättelse • Jul 30
Oversold on misunderstood earnings
Travelzoo's recent drop due to lower profit margins (based on higher customer acquisition costs) is fundamentally misunderstood. Travelzoo acquires a new customer for $38, and that customer pays $40 for membership, leading to an immediate net gain of $2.Analysartikel • Apr 27
Is Travelzoo (NASDAQ:TZOO) Potentially Undervalued?
While Travelzoo ( NASDAQ:TZOO ) might not have the largest market cap around , it saw a double-digit share price rise...Seeking Alpha • Apr 21
Travelzoo: There Is Hope, But Wait For Technicals
Summary Travelzoo still shows promise, despite its weaker performance last Q4. Its unique and flexible business model is somewhat challenging to emulate, as many travelers rely on it. It's quite underpriced with a slight upside, as the DCF Model suggests. Technical risks are still evident, despite a potential shift in market sentiments, so a hold rating is logical today. Read the full article on Seeking AlphaAnalysartikel • Apr 05
Market Cool On Travelzoo's (NASDAQ:TZOO) Earnings Pushing Shares 27% Lower
Unfortunately for some shareholders, the Travelzoo ( NASDAQ:TZOO ) share price has dived 27% in the last thirty days...Seeking Alpha • Mar 13
Travelzoo: An Exciting Outlook, But Some Red Flags Remain
Summary Travelzoo has shown impressive alpha generation, surging over 43% in the past year, trouncing other travel tech and micro-cap stocks, although the pace has dipped. Revenue growth isn't currently taking place with the core advertising business declining, but a greater contribution of recurring membership fees should start leaving their presence felt shortly. TZOO's cost base is rather well controlled, and it has also improved its performance on the cash generation front, which will help fund investments in the metaverse and share buybacks. The stock's valuations based on earnings through FY26 EPS look very compelling. However, TZOO is currently in the midst of strong bearish pressure, and it doesn't also help that the CEO resorted to insider selling this month. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Travelzoo tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 93 | 4 | 65 | 3 |
| 31 Dec 25 | 92 | 5 | 64 | 3 |
| 30 Sep 25 | 90 | 8 | 60 | 3 |
| 30 Jun 25 | 88 | 11 | 56 | 3 |
| 31 Mar 25 | 85 | 12 | 54 | 2 |
| 31 Dec 24 | 84 | 14 | 53 | 2 |
| 30 Sep 24 | 84 | 14 | 53 | 2 |
| 30 Jun 24 | 85 | 13 | 55 | 2 |
| 31 Mar 24 | 85 | 12 | 55 | 2 |
| 31 Dec 23 | 84 | 12 | 56 | 2 |
| 30 Sep 23 | 82 | 11 | 54 | 2 |
| 30 Jun 23 | 77 | 10 | 52 | 2 |
| 31 Mar 23 | 74 | 8 | 51 | 2 |
| 31 Dec 22 | 71 | 7 | 51 | 2 |
| 30 Sep 22 | 66 | 1 | 53 | 2 |
| 30 Jun 22 | 65 | 3 | 53 | 2 |
| 31 Mar 22 | 67 | 5 | 52 | 2 |
| 31 Dec 21 | 63 | 1 | 50 | 3 |
| 30 Sep 21 | 62 | 4 | 46 | 3 |
| 30 Jun 21 | 60 | 0 | 45 | 2 |
| 31 Mar 21 | 48 | -8 | 45 | 2 |
| 31 Dec 20 | 54 | -10 | 51 | 3 |
| 30 Sep 20 | 66 | -8 | 59 | 4 |
| 30 Jun 20 | 76 | -5 | 63 | 5 |
| 31 Mar 20 | 96 | 4 | 69 | 6 |
| 31 Dec 19 | 105 | 12 | 70 | 7 |
| 30 Sep 19 | 107 | 12 | 72 | 7 |
| 30 Jun 19 | 108 | 10 | 75 | 8 |
| 31 Mar 19 | 110 | 7 | 79 | 8 |
| 31 Dec 18 | 111 | 5 | 82 | 9 |
| 30 Sep 18 | 111 | 4 | 82 | 9 |
| 30 Jun 18 | 111 | 3 | 83 | 9 |
| 31 Mar 18 | 109 | 3 | 80 | 9 |
| 31 Dec 17 | 107 | 2 | 80 | 9 |
| 30 Sep 17 | 106 | 2 | 79 | 9 |
| 30 Jun 17 | 108 | 4 | 79 | 9 |
| 31 Mar 17 | 112 | 5 | 81 | 9 |
| 31 Dec 16 | 114 | 6 | 81 | 9 |
| 30 Sep 16 | 120 | 5 | 85 | 10 |
| 30 Jun 16 | 126 | 13 | 91 | 11 |
| 31 Mar 16 | 133 | 12 | 96 | 12 |
| 31 Dec 15 | 124 | 9 | 90 | 12 |
| 30 Sep 15 | 144 | 10 | 108 | 12 |
| 30 Jun 15 | 147 | 3 | 112 | 12 |
Kvalitetsintäkter: TZOO har inkomster av hög kvalitet.
Växande vinstmarginal: TZOO s nuvarande netto vinstmarginaler (4.3%) är lägre än förra året (14.7%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: TZOO har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 29.3% per år.
Accelererande tillväxt: TZOO s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: TZOO hade negativ intäktstillväxt ( -67.9% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Interactive Media and Services ( -1.3% ).
Avkastning på eget kapital
Hög ROE: TZOO s skulder överstiger dess tillgångar, så det är svårt att beräkna dess avkastning på eget kapital.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/26 14:10 |
| Aktiekurs vid dagens slut | 2026/05/26 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Travelzoo bevakas av 10 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |
| Patrick Sholl | Barrington Research Associates, Inc. |