Hilton Grand Vacations Inc. published the transcript of its Fourth Quarter 2025 earnings conference call, held Thursday, February 26, 2026. The call featured Senior Vice President of Investor Relations Mark Melnyk, CEO Mark Wang, and President and CFO Daniel Mathewes. Management highlighted 2025 performance and 2026 guidance, pointing to contract sales growth, margin expansion, financing optimization, and continued capital returns. CEO Mark Wang said, “Two thousand twenty-five was a year of meaningful progress for HGV,” citing 10% contract sales growth, expanded lead generation (including 41 new marketing sites with partners such as Hilton, Bass Pro and Great Wolf), and further rollout of the HGV Max program. Wang added the company reached its integration milestone early: “We reached our $100 million in cost synergy target during the fourth quarter, several months ahead of schedule.” CFO Daniel Mathewes reported full-year Adjusted EBITDA of $1.15 billion and adjusted free cash flow of $756 million, with $600 million returned to shareholders in 2025 via repurchases. He said the company expects to keep buying back stock while holding leverage steady: “We expect to maintain a robust pace of repurchases of approximately $150 million per quarter with the aim of not increasing our leverage through those repurchases.” For 2026, HGV guided Adjusted EBITDA before deferrals to $1.185 billion to $1.225 billion, with low single-digit contract sales growth and free-cash-flow conversion in its long-term 55% to 65% range. Mathewes also described expected Q1 pressure from tough comparisons and expense headwinds, but anticipated improvement through the year: “We expect EBITDA to improve sequentially in each successive quarters.” The call also addressed credit quality and provisioning dynamics tied to upgrades in the acquired Bluegreen portfolio, inventory-related headwinds from developer maintenance fees, and a review of whether certain acquired assets fit the company’s long-term portfolio strategy. The full transcript can be accessed through the link below.

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