What changed
$TNL — BUY 📊
Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally.
🎯 Q2 2026 | Rev $1B | EPS $1.45 vs $1.31 🟢
💡 Consensus expected EPS of $1.31, but TNL delivered $1.45. The market underestimates margin expansion from cost controls and sustained elevated travel spending, leading to a re-rating as estimates rise.
📉 Reward/risk: 2.0:1
🏢 Business Quality: 7/10
📊 Valuation: cheap — at 13.2x TTM adjusted P/E, below leisure peer range of 15-20x. EV/EBITDA ~8x with mid-single-digit growth.
🔮 Catalyst: sustained summer travel indicators and upward revisions from analysts
💰 Entry: $76.68, stop $70, target $90
⚖️ Buy TNL on post-earnings momentum with a $90 target; earnings beat and cheap valuation vs. peers support a 17% upside over three months.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/TNL0625
Why it matters
Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally.