Marriott Vacations delivered a second quarter that surpassed Wall Street expectations, with management emphasizing the impact of new commercial strategies and owner engagement initiatives. CEO Matthew Avril highlighted that contract sales rose 22% year over year, attributing this to the rollout of data-driven Tour Logistics and enhancements to owner benefits. President Mike Flaskey noted the sequential improvement throughout the quarter, with May and June standing out as the company’s highest sa

Both earnings growth and the “surprise ratio,” the share of companies exceeding analyst expectations, are near historic highs. What’s more important is how many companies are upbeat about the future. Luckily, analysts at Bespoke Investment Group keep track of such things.

Owner VPG surged 33%, driving contract sales up 22% and full-year guidance hikes.

Does Marriott Vacations Worldwide (VAC) have what it takes to be a top stock pick for momentum investors? Let's find out.

HGV, VAC, and TNL all underperformed over five years despite 2026 sector gains. VAC raised guidance after strong Q2 results; HGV and TNL offer higher FCF yields. Analysts favor TNL for its balance sheet and brand strength, though VAC shows stronger near-term momentum.

Vacation ownership company Marriott Vacations (NYSE:VAC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 5.9% year on year to $1.32 billion. Its non-GAAP profit of $2.31 per share was 15.4% above analysts’ consensus estimates.

Marriott Vacations Worldwide (NYSE:VAC) reported second-quarter results that exceeded the high end of its guidance for contract sales and adjusted EBITDA, citing higher sales productivity, stronger owner engagement and new commercial programs. Chief Executive Officer Matt Avril said contract sales

Marriott Vacations Worldwide stock has more than doubled year to date, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium rather than offering clear value. The stock is up 112.0% year to date, which puts extra focus on whether recent enthusiasm already prices in much of the good news. Stronger recent earnings and revenue have supported sentiment, while any disappointment in future cash flow delivery or...

Marriott Vacations Worldwide (VAC) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Moby summary of Marriott Vacations Worldwide Corporation's Q2 2026 earnings call

In early August 2026, Marriott Vacations Worldwide reported higher second-quarter revenue of US$1,320 million and net income of US$77 million year over year, and raised its full-year 2026 contract sales guidance to a range of US$2,080 million to US$2,115 million from US$1,815 million to US$1,885 million. The company’s guidance upgrade, alongside a beat on earnings expectations and the appointment of a Chief Strategy & Transformation Officer to advance analytics and AI, points to management’s...

Strong owner demand and new commercial initiatives drive record sales, prompting the company to lift its full-year EBITDA and cash flow outlook.

Marriott Vacations Worldwide (VAC) delivered earnings and revenue surprises of +16.67% and +3.39%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Marriott Vacations Worldwide (VAC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Vacation ownership company Marriott Vacations (NYSE:VAC) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.9% year on year to $1.32 billion. Its non-GAAP profit of $2.31 per share was 15.4% above analysts’ consensus estimates.

PLNT's Q2 results are likely to reflect membership pricing, equipment sales and Black Card strength, offset by softer joins and higher attrition.

TTWO prepares for Q1 results as GTA VI marketing, strong bookings and mobile growth shape expectations ahead of earnings.

CVSA heads into Q4 earnings with rising enrollment and healthcare education demand expected to support revenue and profit growth.

PENN's Q2 results are likely to reflect stable retail gaming demand and Interactive momentum, offset by Aurora closure and macro pressures.

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]

Lindblad Expeditions (LIND) delivered earnings and revenue surprises of +80.00% and +7.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

WYNN's Q2 revenues are expected to rise, but higher labor, staffing and property costs may pressure earnings despite firm demand.

MAT heads into Q2 earnings with Hot Wheels, digital gaming and retailer recovery in focus as investors watch for revenue growth and margin pressures.

Marriott Vacations Worldwide (VAC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

MAR's Q2 results are likely to reflect resilient leisure demand, fee growth and stronger U.S. trends, offset by Middle East and Mexico weakness.

Marriott Vacations Worldwide stock has climbed 59.4% year to date, yet the company still screens as undervalued on both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples. This creates a clear question around how much upside may remain at the current US$93.82 share price. The 59.4% year to date gain suggests investors have been willing to re-rate Marriott Vacations Worldwide, even as the stock is still below its longer term levels from several years...

Executive change and brand initiatives at Marriott Vacations Worldwide Marriott Vacations Worldwide (VAC) has entered a period of organizational change, highlighted by the upcoming elimination of the Executive Vice President and Chief Brand and Digital Officer role and related leadership transition. Alongside this internal reorganization, the company is also rolling out operational initiatives such as Hyatt Vacation Club’s new Villa Bites program, giving investors several moving pieces to...

Marriott Vacations Worldwide Corporation (NYSE:VAC) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. A caller inquired whether it is too late to get into the stock, noting that it is up around 70% in 2026. Cramer replied: No, it’s not. […]