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Travel + Leisure TNL Business Segments

FY'25FY'24FY'23FY'22
Revenue from Contract with Customer, Excluding Assessed Tax by Business
Travel and Membership$662M-4.7%$695M-2.3%$711M-3.3%$735M+2.9%
Vacation Ownership$3.36B+6.0%$3.17B+4.3%$3.04B+7.3%$2.84B+17.0%
Assets, Net of Investment in Unconsolidated Subsidiaries by Business
Travel and Membership$5.35B-0.7%$5.39B-0.5%$5.42B-1.0%$5.47B-5.4%
Vacation Ownership$20.48B+1.0%$20.28B+3.4%$19.62B+2.6%$19.12B-0.3%
Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization by Business
Travel and Membership$228M-9.2%$251M+1.6%$247M-7.8%$268M-1.1%
Vacation Ownership$861M+12.7%$764M+4.8%$729M+9.6%$665M+16.9%
Other segment items by Business
Travel and Membership$7M+133%$3M-25.0%$4M+300%-$2M
Vacation Ownership$33M+17.9%$28M-15.2%$33M+136%$14M
Sales administration by Business
Travel and Membership$0$0$0$0
Vacation Ownership$218M+12.4%$194M+8.4%$179M+10.5%$162M
Commissions by Business
Travel and Membership$0$0$0$0
Vacation Ownership$427M+4.9%$407M+13.7%$358M+4.1%$344M
Consumer financing interest by Business
Travel and Membership$0$0$0$0
Vacation Ownership$135M-0.7%$136M+21.4%$112M+41.8%$79M
Marketing by Business
Travel and Membership$43M-4.4%$45M-22.4%$58M-7.9%$63M
Vacation Ownership$440M+7.3%$410M+13.9%$360M+18.0%$305M
Foreign Exchange by Business
Travel and Membership$6M+400%-$2M-200%$2M+129%-$7M-133%
Vacation Ownership$0$0$0$0
G&A by Business
Travel and Membership$91M-9.9%$101M-3.8%$105M-0.9%$106M
Vacation Ownership$243M+5.2%$231M-0.4%$232M-7.9%$252M
Cost of vacation ownership interests by Business
Travel and Membership$193M+3.8%$186M+3.3%$180M-3.7%$187M
Vacation Ownership$57M-37.4%$91M-31.1%$132M-15.4%$156M
Licensing fees by Business
Travel and Membership$0$0$0$0
Vacation Ownership$103M+9.6%$94M+5.6%$89M+7.2%$83M
Fee-for-Service expenses by Business
Travel and Membership$0$0$0$0
Vacation Ownership$49M+11.4%$44M-45.7%$81M+3.8%$78M
Capital Expenditures by Business
Travel and Membership$17M-10.5%$19M-13.6%$22M+29.4%$17M0.0%
Vacation Ownership$54M0.0%$54M+14.9%$47M+46.9%$32M-5.9%
Resort services by Business
Travel and Membership$30M-9.1%$33M-13.2%$38M+5.6%$36M
Vacation Ownership$0$0$0$0
Property management expense by Business
Travel and Membership$0$0$0$0
Vacation Ownership$682M+6.1%$643M+5.9%$607M+7.6%$564M
Capitalized contract costs by Business
Travel and Membership$62M-7.5%$67M-1.5%$68M-5.6%$72M+2.9%
Vacation Ownership$195M+2.6%$190M+10.5%$172M+39.8%$123M-3.9%
Contact center by Business
Travel and Membership$71M-7.8%$77M-2.5%$79M+2.6%$77M
Vacation Ownership$0$0$0$0
Developer obligations by Business
Travel and Membership$0$0$0$0
Vacation Ownership$111M-13.3%$128M-0.8%$129M-3.0%$133M
Net revenues by Product
Consumer financing$454M+0.9%$450M+5.4%$427M+5.4%$405M+0.5%
Vacation ownership interest sales$1.85B+7.3%$1.72B+8.8%$1.58B+6.5%$1.49B+26.3%
Revenue from Contract with Customer, Excluding Assessed Tax by Product
Fee-for-service Commissions$78M+9.9%$71M-45.8%$131M+12.9%$116M+14.9%
Property Management Fees and Reimbursable Revenues$879M+4.0%$845M+3.8%$814M+6.7%$763M+10.4%
Subscription revenue$172M-3.9%$179M-2.2%$183M-0.5%$184M+4.5%
Transaction Revenues$463M-4.9%$487M-2.4%$499M-3.9%$519M+3.2%
Contract with Customer, Liability, Revenue Recognition Term by Product
VOI incentive revenue0000
VOI trial package revenue0000
Revenue from Contract with Customer, Excluding Assessed Tax by Geography
Non-US$476M+3.5%$460M+7.0%$430M
UNITED STATES$3.55B+4.1%$3.4B+2.5%$3.32B+4.9%$3.17B+15.0%
Percentage Of vacation Ownership Interest Sales Revenue Generated From Geographic Sales Office by Geography
CALIFORNIA12%0.0pp12%+1.0pp11%0.0pp11%
FLORIDA21%+2.0pp19%+5.0pp14%-1.0pp15%
NEVADA9%-2.0pp11%-3.0pp14%-1.0pp15%

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Questions, answered.

How does Travel + Leisure break its business down?
Travel + Leisure (TNL) reports net revenues by business across 2 parts — Travel and Membership and Vacation Ownership. Each is extracted from the segment footnotes and tracked over time.
Where does Travel + Leisure's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Travel + Leisure's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.