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Mar 31, 2022

Travel + Leisure Q1 2022 Earnings Report

Reported first quarter 2022 results, showcasing a return to leisure travel and strong performance in the timeshare business.

Key Takeaways

Travel + Leisure Co. reported a strong first quarter in 2022, driven by the resurgence of leisure travel. Net income reached $51 million on net revenue of $809 million. The company is optimistic about the year ahead, expecting occupancy to be above 2019 levels due to a robust travel season in North America.

Net income was $51 million, with diluted earnings per share at $0.59, on net revenue of $809 million.

Adjusted EBITDA reached $170 million, and adjusted diluted earnings per share were $0.69.

Net cash from operating activities was $141 million, and adjusted free cash flow was $146 million.

The company repurchased $45 million of common stock during the quarter and increased the share repurchase program by $500 million.

Total Revenue
$809M
Previous year: $628M
+28.8%
EPS
$0.69
Previous year: $0.39
+76.9%
Gross VOI Sales
$379M
Previous year: $236M
+60.6%
Tours
108K
Previous year: 76K
+42.1%
Gross Profit
$371M
Previous year: $293M
+26.6%
Cash and Equivalents
$381M
Previous year: $322M
+18.3%
Free Cash Flow
$146M
Previous year: $19M
+668.4%
Total Assets
$6.6B
Previous year: $6.73B
-1.9%

Travel + Leisure

Travel + Leisure

Travel + Leisure Revenue by Segment

Forward Guidance

The Company is providing guidance regarding expectations for the 2022 full year: Adjusted EBITDA of $855 million to $875 million, Gross VOI sales of $1.9 billion to $2.0 billion and VPG of approximately $3,200. The Company is providing guidance regarding expectations for the second quarter 2022: Adjusted EBITDA of $220 million to $230 million, Gross VOI sales of $500 million to $520 million and VPG of approximately $3,300.

Revenue & Expenses

Visualization of income flow from segment revenue to net income