Hilton Grand Vacations Inc. (HGV) Earnings History

Hilton Grand Vacations Inc. - Q4 2025 EarningsBeat

Filed at: Feb 26, 2026, 7:06 AM EST|Read from source

EXECUTIVE SUMMARY

Hilton Grand Vacations reported solid fourth-quarter results with growth in contract sales and EBITDA, alongside margin expansion. The company highlighted progress in 2025 through strategic investments in lead generation and operational execution, positioning for consistent growth and efficiency gains in the long term.

POSITIVE HIGHLIGHTS

  • •

    Total contract sales increased 1.8% to $852 million in Q4 2025 compared to Q4 2024.

    positive
  • •

    Real Estate Sales and Financing segment Adjusted EBITDA increased to $214 million, with a margin expansion to 26.9% from 22.1% in the prior year.

    positive
  • •

    Resort Operations and Club Management segment revenue increased by $24 million to $423 million in Q4 2025.

    positive
  • •

    Resort Operations and Club Management segment Adjusted EBITDA increased to $179 million, with a margin expansion to 42.3% from 40.6% in the prior year.

    positive

CONCERNS & RISKS

  • •

    Net construction deferral activity reduced reported Adjusted EBITDA attributable to stockholders by $32 million in Q4 2025, compared to a $49 million reduction in Q4 2024.

    attention
  • •

    Adjusted free cash flow decreased significantly to $414 million in Q4 2025 from $883 million in Q4 2024.

    negative
  • •

    Financing revenues decreased by $19 million in Q4 2025 compared to Q4 2024, driven by a decrease in premium amortization of acquired timeshare financing receivables.

    negative
  • •

    Total revenues were affected by a net construction deferral of $61 million.

    attention
  • •

    Full year 2025 Adjusted EBITDA attributable to stockholders was $950 million, a decrease from $1,078 million in full year 2024.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$1.33B
N/A
Net Income
Quarterly
$53.00M
N/A
EPS (Diluted)
Quarterly
$0.55
+189.5%
Prior year: $0.19
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.56
+180.0%
Prior year: $0.20

MARGIN ANALYSIS

Net Margin
Current Quarter
3.6%
Prior Year
1.6%
YoY Change
+204 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Real Estate Sales and Financing
0.0%
N/A
Resort Operations and Club Management
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Real Estate Sales and Financing
N/A———
Resort Operations and Club Management
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

Generated strong results in the fourth quarter, with growth in contract sales and EBITDA, in addition to expanding our margins.

— Hilton Grand Vacations Inc., Q4 2025 2025 Earnings Call

Delivered on the expectations we set for the full year, finishing in the upper half of our guidance range while returning a record amount of capital to shareholders.

— Hilton Grand Vacations Inc., Q4 2025 2025 Earnings Call

2025 was a year of meaningful progress for HGV.

— Hilton Grand Vacations Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Contract Sales
852.0M
+1.8% YoY
Prior year: 837.0M
Tour Flow
224.9K
+8.7% YoY
Prior year: 206.9K
VPG
3.8K
-6.4% YoY
Prior year: 4.0K
$

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.