Dafinchi AI

TNL

Consumer

Adjusted earnings per share grew 9% to $1.65, driven by vacation ownership strength and share repurchases.
Adjusted EBITDA was $250 million, up 2% year-over-year, with a consistent margin of 25%.
Adjusted free cash flow was $123 million for the first half of the year, with $107 million returned to shareholders in Q2 through dividends and share repurchases.
Liquidity remains strong with over $800 million available, and leverage at 3.4x with expectations to end the year below that level.
Travel and Membership segment revenue declined 6% to $166 million, with adjusted EBITDA down 11% due to industry consolidation and M&A impacts.
Travel and Membership segment revenue declined 6% to $166 million, with an 11% decline in adjusted EBITDA to $55 million due to industry consolidation and M&A impacts.
Travel + Leisure reported over $1 billion in revenue for Q2 2025, a 3% increase year-over-year.
Vacation Ownership segment revenue grew 6% to $853 million, with a 3% increase in tours and a 7% increase in volume per guest (VPG) to $3,251.

GPI

Consumer

Adjusted net income was $149.6 million with adjusted diluted EPS from continuing operations of $11.52.
Aftersales gross profit increased 14.3%, with customer pay revenue up 13.6% and warranty revenue up 31.9%.
F&I performance was strong, with F&I gross profit per unit up $90 in the quarter.
Group 1 Automotive reported record quarterly revenues of $5.7 billion and gross profit of $936 million in Q2 2025.
U.K. adjusted SG&A as a percent of gross profit was 84.3% in Q2, impacted by wage and insurance cost increases.
U.K. revenues and gross profit increased 96.9% and 109.6% year-over-year respectively, driven by acquisitions and same-store growth.
U.K. used vehicle units sold increased over 8% year-over-year with F&I PRU up 27%.
U.S. adjusted SG&A as a percent of gross profit decreased by 265 basis points sequentially to 64.2%.
Used car volumes in the U.S. rose nearly 4% year-over-year with gross profits up $29 per unit.
U.S. new car sales increased 6% on a same-store basis, outpacing the industry, with PRUs up $211 sequentially.

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