VAC · MARRIOTT VACATIONS WORLDWIDE Corp · Earnings Call Transcripts & Audio
$102.28
-2.40 (-2.29%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$3.54B
Shares
34.40M
Volume · Sep 30
294.11K
Avg daily vol (3M)
475.99K
MARRIOTT VACATIONS WORLDWIDE Corp Earnings Call Transcripts
Quarterly earnings calls for MARRIOTT VACATIONS WORLDWIDE Corp (VAC), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19%
$1.25B
$109.00M
'22 Q3
22-10-31
▲8%
$1.19B
$88.00M
'22 Q4
23-02-22
▲11.1%
$1.17B
$87.00M
'23 Q1
23-05-03
▲1.2%
$1.18B
$90.00M
'23 Q2
23-08-31
▼5.3%
$1.19B
$42.00M
'23 Q3
23-11-01
▲0.5%
$1.19B
$35.00M
'23 Q4
24-02-21
▲2.2%
$1.20B
$47.00M
'24 Q1
24-05-06
▼3.2%
$1.14B
$37.00M
'24 Q2
24-07-31
▲10%
$1.30B
$84.00M
'24 Q3
24-11-06
▲11.1%
$1.33B
$50.00M
'24 Q4
25-02-26
▲0.4%
$1.20B
$56.00M
'25 Q1
25-05-08
▲9.3%
$1.25B
$69.00M
'25 Q2
25-08-05
▼3.2%
$1.26B
−$2.00M
'25 Q3
25-11-06
▼0.3%
$1.32B
−$431.00M
'25 Q4
26-02-26
▲4.8%
$1.26B
$22.00M
'26 Q1
26-05-05
LATEST
▲5.9%
$1.32B
$77.00M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2026 Earnings Call Transcript
Confident tone
Owner Engagement & Experience
Contract Sales Growth
Commercial / Five-Step Sales Strategy
Revenue
$1.32B
▲ 5.9% YoY Diluted EPS
$2.12
▲ 19.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-16
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-06-02
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-05
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2026 Earnings Call Transcript
Positive tone
Contract sales and April momentum
First-half/second-half 2026 profile and Q1 transition
Organizational restructuring and new leadership
Revenue
$1.26B
▲ 4.8% YoY Diluted EPS
$0.64
▼ 56.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2025 Earnings Call Transcript
Positive tone
Financial performance and VPG
Asia Pacific restructuring
Owner growth and tour flow
Revenue
$1.32B*
▼ 0.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2025 Earnings Call Transcript
Balanced tone
Contract sales shortfall and Orlando/Maui weakness
Consumer/owner demand environment and competition
Asia Pacific expansion and new inventory
Revenue
$1.26B
▼ 3.2% YoY Diluted EPS
$-0.07
▼ 103.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2025 Earnings Call Transcript
Positive tone
Contract Sales & VPG Trends
Loan Delinquencies & Sales Reserve
Inventory & Product Costs
Revenue
$1.25B
▲ 9.3% YoY Diluted EPS
$1.77
▲ 80.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2025 Earnings Call Transcript
Positive tone
First-time buyer mix and contract sales
Non-core asset sales and inventory optimization
Modernization initiative and cost savings
Revenue
$1.20B
▲ 0.4% YoY Diluted EPS
$1.46
▲ 19.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2024 Earnings Call Transcript
Positive tone
Business Modernization / Cost Savings Initiative
Vacation Ownership Contract Sales
Economic Pressure on Customers
Revenue
$1.33B*
▲ 11.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2024 Earnings Call Transcript
Confident tone
First-time buyer growth and sales strategy
New resort and inventory expansion
Financing spreads and interest expense
Revenue
$1.30B
▲ 10% YoY Diluted EPS
$2.12
▲ 94.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2024 Earnings Call Transcript
Cautious tone
Contract sales and VPG weakness
Sales reserve and loan delinquencies
Guidance reduction
Revenue
$1.14B
▼ 3.2% YoY Diluted EPS
$0.98
▼ 54.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2024 Earnings Call Transcript
Positive tone
Maui recovery
Development margin and loan performance
International and Asia Pacific expansion
Revenue
$1.20B
▲ 2.2% YoY Diluted EPS
$1.22
▼ 40.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2023 Earnings Call Transcript
Confident tone
Abound Transition
Contract Sales and VPG Performance
Maui Wildfire Impact and Recovery
Revenue
$1.19B*
▲ 0.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2023 Earnings Call Transcript
Revenue
$1.19B
▼ 5.3% YoY Diluted EPS
$1.09
▼ 56.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-31
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2023 Earnings Call Transcript
Revenue
$1.18B
▲ 1.2% YoY Diluted EPS
$2.17
▼ 26.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2023 Earnings Call Transcript
Revenue
$1.17B
▲ 11.1% YoY Diluted EPS
$2.06
▲ 67.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2022 Earnings Call Transcript
Revenue
$1.19B*
▲ 8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2022 Earnings Call Transcript
Revenue
$1.25B
▲ 19% YoY Diluted EPS
$2.53
▲ 1000% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2022 Earnings Call Transcript
Revenue
$1.16B
▲ 18.9% YoY Diluted EPS
$2.97
▲ 1880% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2022 Earnings Call Transcript
Revenue
$1.05B
▲ 38.6% YoY Diluted EPS
$1.23
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2021 Earnings Call Transcript
Revenue
$1.10B*
▲ 47.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-08
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2021 Earnings Call Transcript
Revenue
$1.05B
▲ 62.1% YoY Diluted EPS
$0.23
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2021 Earnings Call Transcript
Revenue
$979.00M
▲ 104% YoY Diluted EPS
$0.15
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2021 Earnings Call Transcript
Revenue
$759.00M
▼ 24.9% YoY Diluted EPS
$-0.68
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-20
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2020 Earnings Call Transcript
Revenue
$747.00M
▼ 33.1% YoY Diluted EPS
$-0.88
▼ 151.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-04
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q3 2020 Earnings Call Transcript
Revenue
$649.00M
▼ 39.1% YoY Diluted EPS
$-1.51
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q2 2020 Earnings Call Transcript
Revenue
$480.00M
▼ 54% YoY Diluted EPS
$-1.68
▼ 252.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q1 2020 Earnings Call Transcript
Revenue
$1.01B
▼ 2.3% YoY Diluted EPS
$-2.56
▼ 602% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) Q4 2019 Earnings Call
Revenue
$1.12B
▲ 6.1% YoY Diluted EPS
$1.71
▲ 87.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls