Group 1 - Hilton Grand Vacations (HGV) shares have performed well over the past year, with a gain of approximately 16% [1] - The timeshare or vacation ownership interest (VOI) operators have shown varied performance, indicating a mixed market environment [1] - There are encouraging trends in credit quality following a period of elevated concerns, suggesting potential stability in the sector [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________ FORM 10-K ________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission file number 001-37794 ___________________ ...

Hilton Grand Vacations (NYSE:HGV) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsDan Mathewes - CFOMark Melnyk - Senior VP of Investor RelationsMark Wang - CEOConference Call ParticipantsBen Chaiken - AnalystDavid Katz - Equity Research AnalystPatrick Scholes - Senior AnalystStephen Grambling - AnalystOperatorGood morning, welcome to the Hilton Grand Vacations fourth quarter 2025 earnings conference call. At this time, all participants have been placed in a listen-only mode, and the ...

Hilton Grand Vacations (NYSE:HGV) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsDan Mathewes - CFOMark Melnyk - Senior Vice President, Investor RelationsMark Wang - CEOConference Call ParticipantsBen Chaiken - AnalystDavid Katz - Equity Research AnalystPatrick Scholes - Senior AnalystStephen Grambling - AnalystOperatorGood morning, welcome to the Hilton Grand Vacations fourth quarter 2025 earnings conference call. At this time, all participants have been placed in a listen-only mod ...

Hilton Grand Vacations (NYSE:HGV) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker4Good morning, welcome to the Hilton Grand Vacations fourth quarter 2025 earnings conference call. At this time, all participants have been placed in a listen-only mode, and the floor will be opened for your questions following the presentation. If you would like to ask a question, please press star one on your touchtone phone to enter the queue. If at any point your question has been answered, you may remove yourse ...

Hilton Grand Vacations Q4 2025 Earnings Call Supplement February 26, 2026 Q4 2025 Net Deferral Activity Efficient conversion supported material 2025 capital return $ millions FY25 FCF Conversion: 66% Target: 65% - 70% $1,152 2025 Adjusted EBITDA to stockholders excluding net deferrals $257 Cost of VOI Sales Addback ($154) Cash Taxes ($297) Interest Payments on Corporate Debt $177 Net Consumer Finance ($369) Inventory Capital ($46) Non-Inventory Capital $36 Working Capital & Other $756 2025 Adjusted FCF >$8. ...

Exhibit 99.1 Investor Contact: Mark Melnyk 407-613-3327 mark.melnyk@hgv.com Media Contact: Lauren George 407-613-8431 lauren.george@hgv.com FOR IMMEDIATE RELEASE Hilton Grand Vacations Reports Fourth Quarter and Full Year 2025 Results ORLANDO, Fla. (Feb. 26, 2026) – Hilton Grand Vacations Inc. (NYSE: HGV) ("HGV" or "the Company") today reports its fourth quarter and full year 2025 results. Fourth quarter of 2025 highlights 1 Full Year 2026 Outlook • The Company expects full-year 2026 Adjusted EBITDA attribu ...

Hilton Grand Vacations operates resorts, serving leisure travelers through vacation ownership and club membership programs.On February 17, 2026, Breach Inlet Capital Management disclosed buying 63,548 shares of Hilton Grand Vacations (HGV +0.83%), an estimated $2.70 million trade based on quarterly average pricing.What happenedAccording to its SEC filing dated February 17, 2026, Breach Inlet Capital Management increased its position in Hilton Grand Vacations (HGV +0.83%) by 63,548 shares. The estimated valu ...

Industry Overview - The leisure industry experienced resilient consumer demand in Q4 2025, driven by steady employment and a preference for experiences over goods, particularly during the holiday season [1] - Strong booking trends for leisure travel, increased attendance at events, and solid visitation at resorts, casinos, theme parks, and cruises contributed to revenue growth [1] Pricing Strategies - Leisure operators utilized dynamic pricing, premium offerings, and bundled experiences to counteract softer traffic, leading to higher average revenue per customer [2] - Increased room rates, onboard spending, ticket pricing, and ancillary revenues helped sustain revenue growth despite modest volume increases [2] Cost Management - The bottom line benefited from easing inflationary pressures, improved labor availability, and operational efficiencies, including streamlined staffing and technology-driven productivity gains [3] - Lower energy and input cost volatility further stabilized operating expenses [3] Financial Discipline - Disciplined capital allocation and balance sheet management supported profitability, allowing companies to focus on margin-accretive growth without aggressive discounting [4] - Healthier financial positions enabled companies to translate solid revenues into stronger earnings [4] Company Highlights - Pool Corporation is set to report Q4 2025 results with an Earnings ESP of +1.10% and projected EPS of 99 cents, up from 97 cents a year ago [7][10] - Hilton Grand Vacations is expected to report Q4 2025 results with an Earnings ESP of +1.19% and projected EPS of $1.05, compared to 49 cents last year [10][11] - PENN Entertainment is anticipated to report a narrower loss of 20 cents per share for Q4 2025, with an Earnings ESP of +7.03% [12][14]

Core Insights - Iridian Asset Management increased its stake in Hilton Grand Vacations (NYSE:HGV) by purchasing 190,909 shares for an estimated value of $8.11 million, reflecting a significant investment in the company [2][3][7] - The total value of Iridian's position in Hilton Grand Vacations rose by $9.35 million at the end of the quarter, indicating positive trading and price effects [3][7] - Hilton Grand Vacations now represents 7.66% of Iridian's reportable assets under management, highlighting its importance in the fund's portfolio [4][10] Company Overview - Hilton Grand Vacations is a leading timeshare company with a diversified revenue base, operating in real estate sales, consumer financing, and resort management [9][12] - The company reported a total revenue of $5.00 billion and a net income of $53.00 million for the trailing twelve months [5] - As of January 22, shares of Hilton Grand Vacations were priced at $46.65, reflecting a 14.17% increase over the past year, which is comparable to the S&P 500's 14% gain [4][5] Financial Performance - In the third quarter, Hilton Grand Vacations achieved $907 million in contract sales, marking a nearly 17% year-over-year increase, while adjusted EBITDA reached $245 million [10] - Management reaffirmed its full-year adjusted EBITDA guidance of $1.125 billion to $1.165 billion, indicating confidence in cash generation despite some revenue deferrals [10] - CEO Mark Wang emphasized broad-based operational and financial performance, which is expected to support long-term cash flow and shareholder returns [11]