Xponential Fitness Q4 revenue dips

Xponential Fitness

26/02/2026 21:48

Overview

Boutique fitness franchisor's Q4 revenue fell slightly, while adjusted net loss widened

Company's Q4 adjusted EBITDA decreased 26% from prior year

Company agreed to $17 mln FTC settlement, reducing regulatory uncertainty

Outlook

Company expects 2026 revenue between $260 mln and $270 mln, a decrease of 16% midpoint

Xponential projects 2026 Adjusted EBITDA between $100 mln and $110 mln, down 6% midpoint

Company forecasts 2026 North America system-wide sales between $1.72 bln and $1.80 bln

Result Drivers

FRANCHISE REVENUE - Higher franchise revenue offset lower equipment revenue due to fewer installations

SAME STORE SALES DECLINE - North America same store sales decreased by 4%, compared to previous growth

Company press release: ID:nBwLrBQZa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Franchise Revenue
$51.51 mln
Q4 Net Income
-$45.61 mln
Q4 Operating Income
-$8.22 mln
Q4 Pretax Profit
-$45.35 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the leisure & recreation peer group is "buy"

Wall Street's median 12-month price target for Xponential Fitness Inc is $10.00, about 21.5% above its February 25 closing price of $8.23

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)