Nama Insights

Travel + Leisure (TNL)

Consumer Cyclical · Travel Services · NYSE

Travel + Leisure (TNL) is a Consumer Cyclical company in the Travel Services industry. It has a market capitalization of $4.54B, a trailing price-to-earnings ratio of 10.2 and a free-cash-flow yield of 10.4%. Over the most recent reported fiscal year, revenue grew 4.1% and free cash flow per share grew 44.3%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +1.3% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-7.0%
How far the last close sits under the highest price of the past five years.
Market cap$4.54B
Trailing P/E10.2
Price / book—
Price / sales1.1
FCF yield10.4%
Dividend yield3.2%
Gross margin89.5%
Operating margin13.9%
Net margin5.7%
Revenue growth (YoY)+4.1%
Revenue growth (3-yr annual)+4.1%
EPS growth (YoY)+10.6%
FCF/share growth (YoY)+44.3%
Beta1.2
ExchangeNYSE
SectorConsumer Cyclical
IndustryTravel Services

TNL earnings

Next report: Feb 17, 2027 (Q4 2026, EPS estimate $2.24). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $2.21 $2.06 +7.3% $1.10B
Q2 2026 Jul 22, 2026 $1.88 $1.91 -1.6% $1.06B
Q1 2026 Apr 22, 2026 $1.45 $1.31 +10.7% $961.00M
Q4 2025 Feb 18, 2026 $1.83 $1.82 +0.6% $1.02B

TNL analyst price target

Median target $86.00 from 13 analysts, ranging $72.00 – $108.00.

Travel Services peers

TickerCompanyMarket capP/E
BKNG Booking $119.49B 15.6
ABNB Airbnb $113.76B 35.5
RCL Royal Caribbean Cruises $87.51B 19.0
CCL Carnival $39.77B 12.4
VIK Viking $39.07B 28.5
EXPE Expedia Group $30.76B 12.4
TCOM Trip.com Group $27.94B 6.5
NCLH Norwegian Cruise Line $8.23B 8.5
Explore live TNL data on Nama Insights →

Recent Congressional trades

Travel + Leisure trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025

TNL FAQ

Is TNL a buy?
Nama's AI scorecard currently rates Travel + Leisure Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TNL's P/E ratio?
Travel + Leisure trades at a trailing price-to-earnings ratio of 10.2.
When does TNL report earnings?
Travel + Leisure's next scheduled report is on Feb 17, 2027. Analysts expect EPS of $2.24.
What is the TNL price target?
The median analyst price target from 13 analysts is $86.00, with a range of $72.00 – $108.00.
Is TNL Shariah compliant?
Nama's AAOIFI-style screen reads Travel + Leisure as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does TNL pay a dividend?
Yes — Travel + Leisure's dividend yield is 3.2%.