Travel + Leisure (TNL) to Report Q4 Earnings: Revenue Estimates and Peer Performance

Travel + Leisure (NYSE: TNL) will release fourth-quarter earnings on Wednesday, February 23, 2026. The company exceeded expectations in the prior quarter, reporting revenue of $1.04 billion, a 5.1% increase year-over-year, and 200,000 tours, up 2.6%. Analysts forecast Q4 revenue of $996.2 million, a 2.6% rise, with adjusted EPS at $1.82. Estimates have remained stable recently. Over the past two years, TNL has missed revenue estimates three times. Peer results show Frontier with flat revenue (beating by 2.3%) and Hilton at +10.9% (beating by 3.3%). Peer stocks are mixed post-earnings. TNL shares are up 1.4% in the last month, with a consensus price target of $78.33 versus the current $70.88.