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Mar 31, 2021

Travel + Leisure Q1 2021 Earnings Report

Travel + Leisure's financial performance strengthened in Q1 2021, driven by increased consumer confidence and reduced travel restrictions.

Key Takeaways

Travel + Leisure Co. reported a net income of $29 million and diluted earnings per share of $0.33 on net revenue of $628 million for the first quarter of 2021. The company saw a significant improvement in operating performance in March, driven by increased consumer confidence, reduced travel restrictions, and the vaccine roll-out.

Net income reached $29 million, with diluted earnings per share at $0.33 on net revenue of $628 million.

Adjusted EBITDA stood at $129 million, and adjusted diluted earnings per share was $0.39.

Net cash from operating activities totaled $78 million, with adjusted free cash flow at $20 million.

The company fully paid down its revolving credit facility and $250 million of secured notes.

Total Revenue
$628M
Previous year: $558M
+12.5%
EPS
$0.39
Previous year: -$0.98
-139.8%
Gross VOI sales
$236M
Previous year: $413M
-42.9%
Tours
76K
Previous year: 162K
-53.1%
Exchange revenue per member
$292
Previous year: $137
+112.8%
Gross Profit
$293M
Previous year: $166M
+76.5%
Cash and Equivalents
$322M
Previous year: $1B
-67.8%
Free Cash Flow
$19M
Previous year: $36M
-47.2%
Total Assets
$6.73B
Previous year: $7.78B
-13.5%

Travel + Leisure

Travel + Leisure

Travel + Leisure Revenue by Segment

Forward Guidance

The Company is providing guidance regarding expectations for the second quarter of 2021:

Positive Outlook

  • Adjusted EBITDA of $160 million to $170 million
  • Gross VOI sales of $355 million to $365 million
  • Tours of 118,000 to 123,000
  • VPG to be approximately $2,800

Revenue & Expenses

Visualization of income flow from segment revenue to net income