Hilton Grand Vacations (HGV) Q4 Earnings Report Preview: What To Look For

Hilton Grand Vacations (HGV) Q4 Earnings Report Preview: What To Look For

Adam Hejl

Thu, February 26, 2026 at 12:16 AM GMT+9 2 min read

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HGV

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Timeshare vacation company Hilton Grand Vacations (NYSE:HGV) will be reporting results this Thursday before market hours. Here’s what investors should know.

Hilton Grand Vacations missed analysts’ revenue expectations last quarter, reporting revenues of $1.3 billion, flat year on year. It was a disappointing quarter for the company, with a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates. It reported 721,488 members, flat year on year.

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

This quarter, the market is expecting Hilton Grand Vacations’s revenue to grow 6.9% year on year, slowing from the 26% increase it recorded in the same quarter last year.

Hilton Grand Vacations Total Revenue

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 multiple times over the last two years.

Looking at Hilton Grand Vacations’s peers in the consumer discretionary - travel and vacation providers segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Frontier posted flat year-on-year revenue, beating analysts’ expectations by 2.3%, and Hilton reported revenues up 10.9%, topping estimates by 3.3%. Frontier traded down 12% following the results while Hilton’s stock price was unchanged.

Read our full analysis of Frontier’s results here and Hilton’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the consumer discretionary - travel and vacation providers stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Hilton Grand Vacations is up 5.1% during the same time and is heading into earnings with an average analyst price target of $52 (compared to the current share price of $47.80).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.

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