VAC · MARRIOTT VACATIONS WORLDWIDE Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Marriott Vacations Worldwide reported strong Q2 2026 results with 22% contract sales growth and 6% adjusted EBITDA growth, beating guidance, and raised its full-year 2026 guidance for contract sales, adjusted EBITDA, and adjusted free cash flow.
- + Q2 contract sales grew 22% year-over-year to $545 million, exceeding the high end of guidance.
- + Q2 adjusted EBITDA grew to $215 million, $20 million over the midpoint of guidance.
- + VPG increased 23% to $4,477, driving a 41% rise in owner contract sales.
- + Adjusted free cash flow of $201 million YTD vs. $22 million prior year, driving a raised full-year FCF outlook.
- + Full-year 2026 adjusted EBITDA guidance raised by $50 million to $805–$830 million.
- + Full-year 2026 contract sales guidance raised to $2,080–$2,115 million (from $1,815–$1,885 million).
- − Sales reserve raised to 13.4% of contract sales, weighing on development profit conversion.
- − Net corporate leverage remains elevated at approximately 4.0x.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Resorts & Casinos — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VAC
this stock
MARRIOTT VACATIONS WORLDWIDE Corp
|
$3.54B | +77.3% | +1.3% | — | 5.6% |
|
LVS
Las Vegas Sands Corp
|
$25.25B | -41.9% | +15.2% | 15.2 | 2.8% |
|
WYNN
Wynn Resorts Ltd
|
$8.35B | -34.0% | +10.7% | — | 8.7% |
|
MGM
MGM Resorts International
|
$8.20B | -14.9% | +7.1% | 19.6 | 7.6% |
|
CZR
Caesars Entertainment, Inc.
|
$6.04B | +26.8% | +65.0% | — | 9.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VAC | +1.4% | +3.2% | +49.3% | -1.9% | +77.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +2.1% | +3.1% | +37.1% | -1.3% | +65.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.