$HGV

Royal Caribbean (RCL) reported Q2 revenue of $4.83B, up 6.5% YoY, meeting expectations. Full-year EPS guidance exceeded estimates, but shares fell 5.3%. Target Hospitality (TH) surged 6.8% after a strong quarter, while Hilton Grand Vacations (HGV) dropped 13.3% after missing estimates. Choice Hotels (CHH) and Marriott Vacations (VAC) also reported Q2 results, with mixed market reactions.

Hilton Grand Vacations (HGV) reported Q2 2026 sales of $906 million and revenue of $1,358 million, with quarterly net income down to $12 million and diluted EPS from continuing operations at $0.15. The company reaffirmed 2026 sales growth guidance of low to mid-single digits and noted ongoing share repurchases, including $497.34 million for 10,947,693 shares under a July 2025 program.

Barchart said vacation ownership and hotel stocks fell in July, citing a 1.5% drop in CoStar’s Baird Hotel Stock Index. Hilton Grand Vacations (HGV) fell about 12% in July and is down 4% YTD. Marriott Vacations (VAC) and Travel + Leisure (TNL) also lagged. The article highlights Q2 2026 results and raised guidance, with 2026 contract sales, adjusted EBITDA, and FCF estimates plus analyst Buy ratings and targets.

Simply Wall St reports Hilton Grand Vacations (HGV) drew investor attention after its Q2 2026 results showed higher year over year sales and revenue but lower quarterly net income. The company cited stronger net income and EPS in the first half of 2026 vs 2025, reiterated low to mid single digit full-year sales growth, and noted share repurchases. Shares fell over 1 and 30 days, while a fair value narrative estimates $58.40 vs about $45.66.

Corbin Charles R. Jr. (See Remarks) sold 20,691 shares of Hilton Grand Vacations Inc. (HGV) at $46.90 ($0.97M total) on 2026-08-06.

HGV Group (HGV) held its Q2 2026 earnings call. The company reported 239,000 tours (+6% YoY) and adjusted EBITDA to shareholders of $293 million (+5%), with margins excluding reimbursements of 23%. Total revenue before cost reimbursements rose 3% to $1.3 billion. Contract sales fell 3% to $810 million, and HGV said it is taking actions to improve sales execution while maintaining full-year EBITDA guidance and repurchasing $150 million of shares in the quarter.

A Q2 earnings teardown of 55 consumer discretionary stocks says group revenues beat consensus by 1.5%, but next-quarter guidance is 2.3% below, and shares are down 1.2% on average. Scholastic (SCHL) revenue was $476.1M (-6.3% YoY), missing estimates; AMC (AMC) revenue $1.60B (+14.2%) beat; Hilton Grand Vacations (HGV) revenue $1.36B (+7.3%) missed.

Hilton Grand Vacations (HGV) said Q2 margins were pressured by weaker sales execution at high-volume sites such as Orlando and Myrtle Beach and by a product mix shift toward trust/new-buyer transactions with lower VPG. Tours rose 6% to 239,000 and new-buyer growth was high single digits. Management expects cost discipline and sales leadership changes to aid recovery.

Thursday, July 30, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Senior Vice President of Investor Relations - Mark Melnyk Chief Executive Officer - Mark Wang Chief Financial Officer - Dan Mathewes TAKEAWAYS Total Revenue -- $1.3 billion, representing 3% growth before cost reimbursements. Adjusted EBITDA -- $293 million, a 5% increase reflecting the resiliency of the operating model and cost efficiency programs.

Hilton Grand Vacations (HGV) reported Q2 2026 revenue of $1.36B, up 7.3% year over year, and Adjusted EBITDA up 13% to $269M. Net income fell to $12M due to a $48M loss tied to property sales. The company cited the Elara acquisition and strong segment margins for support.