Timeshare vacation company Hilton Grand Vacations (NYSE:HGV) will be reporting earnings tomorrow before market hours. Here’s what to expect.

Hilton Grand Vacations beat analysts’ revenue expectations by 2.5% last quarter, reporting revenues of $1.31 billion, up 28.3% year on year. It was a mixed quarter for the company, with a miss of analysts’ adjusted operating income estimates. It reported 721,504 members, up 37.2% year on year.

Is Hilton Grand Vacations a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Hilton Grand Vacations’s revenue to grow 25.3% year on year to $1.28 billion, improving from the 2.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.73 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Hilton Grand Vacations has missed Wall Street’s revenue estimates six times over the last two years.

Looking at Hilton Grand Vacations’s peers in the travel and vacation providers segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Choice Hotels delivered year-on-year revenue growth of 8.8%, beating analysts’ expectations by 2.8%, and Playa Hotels & Resorts reported a revenue decline of 9.7%, topping estimates by 1.3%. Choice Hotels traded up 1.9% following the results.

Read our full analysis of Choice Hotels’s results here and Playa Hotels & Resorts’s results here.

Stocks, especially growth stocks where cash flows further in the future are more important to the story, had a good 2024. An economic soft landing (so far), the start of the Fed's rate cutting campaign, and the election of Donald Trump were positives for the market, and while some of the travel and vacation providers stocks have shown solid performance, the group has generally underperformed, with share prices down 3.3% on average over the last month. Hilton Grand Vacations is down 2.9% during the same time and is heading into earnings with an average analyst price target of $45.20 (compared to the current share price of $40.83).

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