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Dec 31, 2024

Marriott Vacations Q4 2024 Earnings Report

Expected Revenue:$1.24B
+8.7% YoY
Expected EPS:$1.51
16.1% YoY

Key Takeaways

Marriott Vacations Worldwide reported a strong end to the year with a 7% increase in consolidated vacation ownership contract sales. Net income attributable to common stockholders was $50 million, with diluted earnings per share at $1.30. The company anticipates generating $150 million to $200 million in run-rate benefits from strategic initiatives by the end of 2026.

Consolidated Vacation Ownership contract sales increased 7% year-over-year to $477 million.

Net income attributable to common stockholders was $50 million and diluted earnings per share was $1.30.

Adjusted net income attributable to common stockholders was $73 million and adjusted diluted earnings per share was $1.86.

Adjusted EBITDA was $185 million.

VPG
$3.92K
Previous year: $4K
-2.1%
Total Active Members
1.55M
Previous year: 1.56M
-1.2%
ARPM
$35.4
Previous year: $36.2
-2.2%
Cash and Equivalents
$197M
Previous year: $248M
-20.6%
Free Cash Flow
$177M
Previous year: $57M
+210.5%
Total Assets
$19.5B
Previous year: $9.68B
+101.4%

Marriott Vacations

Marriott Vacations

Forward Guidance

The company is providing guidance for the full year 2025. Contract sales are expected to be between $1,850 million and $1,925 million. Adjusted EBITDA is projected to be between $750 million and $780 million. Adjusted net income attributable to common stockholders is expected to be between $250 million and $280 million, with adjusted earnings per share between $6.30 and $7.00. Adjusted free cash flow is projected to be between $290 million and $350 million.

Positive Outlook

  • Contract sales $1,850 to $1,925 million
  • Adjusted EBITDA $750 to $780 million
  • Adjusted net income attributable to common stockholders $250 to $280 million
  • Adjusted earnings per share - diluted $6.30 to $7.00
  • Adjusted free cash flow $290 to $350 million