Finanzen von Marriott Vacations Worldwide Corp (VAC)VACMarriott Vacations Worldwide Corp

Marriott Vacations Worldwide Corporation (VAC) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Sale of vacation ownership products, accounting for 32.6% of total sales, equivalent to $430.00M. Other significant revenue streams include Cost reimbursements and Rental. Understanding this composition is critical for investors evaluating how VAC navigates market cycles within the Hotels, Motels & Cruise Lines industry.

Evaluating the bottom line, Marriott Vacations Worldwide Corporation maintains a gross margin of 74.13%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 18.48%, while the net margin is 8.37%. These profitability ratios, combined with a Return on Equity (ROE) of -14.71%, provide a clear picture of how effectively VAC converts its operational activities into shareholder value.

In the context of the broader market, VAC competes directly with industry leaders such as LRN and PLNT. With a market capitalization of $4.16B, it holds a leading position in the sector. When comparing efficiency, VAC's gross margin of 74.13% stands against LRN's 34.16% and PLNT's 39.97%. Such benchmarking helps identify whether Marriott Vacations Worldwide Corporation is trading at a premium or discount relative to its financial performance.

Marriott Vacations has shown impressive revenue growth, with Q2 2026 revenue reaching $920 million, a significant increase from previous quarters. The gross margin improved to 74.13% in Q2 2026, indicating strong profitability. The company also raised its adjusted EBITDA guidance to between $805 million and $830 million for FY26, reflecting ongoing improvements in profitability and cash flow.