Investor Presentation November 6, 2025 Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by the use of forward-looking terminology such as the words "believe," "expect," "plan," "intend," "anticipate," "estimate," "predict," "potential," "continue," "may," "might," "should," "could" or the negative of these terms or similar expressions. We caution you that these statements are not guarantees of future performance and are subject ...

Marriott Vacations Worldwide (VAC) reported $1.26 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 3.2%. EPS of $1.69 for the same period compares to $1.80 a year ago.The reported revenue represents a surprise of -5.2% over the Zacks Consensus Estimate of $1.33 billion. With the consensus EPS estimate being $1.64, the EPS surprise was +3.05%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compar ...

Marriott Vacations Worldwide (VAC) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.8 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.05%. A quarter ago, it was expected that this timeshare company would post earnings of $1.72 per share when it actually produced earnings of $1.96, delivering a surprise of +13.95%.Over the last four ...

Exhibit 99.1 In the tables below "*" denotes non-GAAP financial measures. Please see "Non-GAAP Financial Measures" for additional information about our reasons for providing these alternative financial measures and limitations on their use. Vacation Ownership Neal Goldner Investor Relations 407-206-6149 IR@mvwc.com Cameron Klaus Global Communications 407-206-6300 media@mvwc.com Marriott Vacations Worldwide Reports Third Quarter 2025 Financial Results ORLANDO, Fla. – November 5, 2025 – Marriott Vacations Wor ...

Ucore Announces Strategic Alliance with Vacuumschmelze and eVAC Magnetics LLC for the Supply of Rare Earth OxidesNovember 03, 2025 8:49 AM EST | Source: Ucore Rare Metals Inc.Ucore announces:eVAC Magnetics has completed construction of a rare earth permanent magnet manufacturing facility in Sumter County, South Carolina with support from the US DoW and a $111.9 million Qualifying Advanced Energy Project Tax CreditVAC also produces magnets at its facilities in Europe requiring rare earth oxides ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Marriott Vacations Worldwide (VAC) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 5, might help the stock move higher if these key numbers are be ...

公司业绩表现 - 公司拥有超越盈利预期的良好记录，过去两个季度的平均盈利惊喜达到10.18% [2] - 最近一个季度，公司每股收益为1.96美元，超出市场预期的1.72美元，惊喜幅度为13.95% [3] - 上一季度，公司每股收益为1.66美元，超出市场预期的1.56美元，惊喜幅度为6.41% [3] 未来盈利预测 - 近期市场对公司的盈利预测正在上调，Zacks盈利ESP为+0.80%，表明分析师近期对其盈利前景转向乐观 [6][9] - 结合其积极的盈利ESP和Zacks第三级持有评级，公司下一次财报可能再次超越预期 [9] - 公司下一次财报预计将于2025年11月5日发布 [9] 投资方法论 - 研究表明，具备正盈利ESP和Zacks第三级或更优评级的股票，有近70%的概率实现盈利惊喜 [7] - 盈利ESP通过比较最准确预期和共识预期来预测盈利惊喜，分析师在财报发布前的最新修正可能包含更准确信息 [8]

行业核心观点 - 休闲与娱乐服务行业受益于业务流程优化、持续合作和数字化举措 [1] - 强劲的音乐会需求和邮轮运营商预订量持续支撑行业 [1] - 行业前景光明，其Zacks行业排名为第50位，位列所有243个行业的前21% [6][7] 行业趋势 - 邮轮运营商受益于强劲的邮轮需求和加速的预订量，北美和欧洲航线的预订表现稳固，临近需求的强劲定价和可观的船上支出对行业有利 [3] - 主题公园运营商因客流量改善而获益，园内消费者支出持续增长，增强现实和虚拟现实等技术的整合推动了该领域发展 [4] - 现场娱乐公司从被压抑的现场活动需求和强劲的门票销售中受益 [4] - 美国可支配收入增加刺激了休闲旅游需求，个人消费支出增长提供了支持 [5] - 体验式旅行偏好增长，探险旅游、健康疗养和豪华旅行日益突出，生态旅游和可持续旅行也越来越受欢迎 [5] - 技术进步，包括人工智能驱动的旅行推荐和虚拟现实预览，正在提升消费者参与度和可及性，数字预订平台和社交媒体持续塑造旅行趋势 [5] 行业表现与估值 - 在过去一年中，该行业股票整体上涨10.1%，表现逊于其所在板块（上涨13%）和标普500指数（上涨16.2%）[10] - 基于远期12个月市销率，该行业的交易倍数为2.49倍，低于标普500指数的5.36倍，但高于其所在板块的2.35倍 [13] - 过去五年，该行业的市销率最高为6.37倍，最低为1.68倍，中位数为2.30倍 [13] 重点公司分析 - Trip.com Group (TCOM)：受益于多个增长动力，其OTA平台的国际预订量同比增长超过60%，入境旅行预订量较去年增长超过一倍 [16] 公司股价在过去一年上涨14.6%，预计2025年销售额和收益将分别同比增长15.5%和2.8% [17] - Carnival (CCL)：受益于持续的需求强度、预订量增加和目的地战略，2026年的远期预订量超过运力增长，北美和欧洲品牌均实现创纪录定价水平 [20] 公司股价在过去一年上涨32.4%，预计2025财年销售额和收益将分别同比增长6.5%和51.4% [21] - Norwegian Cruise Line (NCLH)：受益于强劲的消费者需求、可观的船上支出以及战略增长举措带来的效益，所有三个品牌的预订量强劲，推动其第二季度末的预收票款达到创纪录的40亿美元 [24] 公司股价在过去一年下跌4%，预计2025年销售额和收益将分别同比增长6%和14.8% [25] - Marriott Vacations (VAC)：可能受益于强劲的休闲旅游需求、数字化举措和扩张努力，其战略业务现代化计划前景良好，毛伊岛、佛罗里达沿海和加勒比海地区的远期预订表现强劲 [28] 公司股价在过去一年下跌15.5%，预计2025年销售额和收益将分别同比增长3% [29]

Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Marriott Vacations Worldwide (VAC) and Airbnb, Inc. (ABNB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with ...

财务报告发布时间 - 公司将于2025年第三季度结束后公布财务业绩 具体时间为11月5日星期三市场收盘后 [1] - 公司计划在11月6日星期四美国东部时间上午8点30分举行电话会议 讨论季度业绩 [1] 业绩发布参与方式 - 电话会议接入号码为(877) 407-8289 国际来电者可拨打(201) 689-8341 [1] - 电话会议将通过公司网站投资者关系板块进行网络直播 [1]