Beachbody Company (BODI)
NASDAQ:BODI
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.21Last Year’s EPS
-0.85Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear evidence of a successful financial turnaround (third consecutive quarters of net income and operating income, 10th consecutive positive adjusted EBITDA, a net cash position, large retail distribution agreements, and product/technology initiatives) against material near-term transition challenges (25% YoY revenue decline, notable subscription declines, nutrition margin pressures, negative free cash flow this quarter and lower sequential adjusted EBITDA). Management emphasized operating leverage, an omnichannel pivot toward nutrition, and concrete retail partnerships that are near-term catalysts, but execution and planogram/timing risks mean the company remains in a transformation phase with both encouraging operational momentum and meaningful short-term headwinds.Company Guidance
Third Consecutive Quarter of Profitability
Net income of $2.3M in Q1 2026 (third consecutive quarter of net income) versus a net loss of $5.7M in Q1 2025; operating income of $3.1M (third consecutive quarter positive).
Sustained Positive Adjusted EBITDA
Adjusted EBITDA of $8.0M in Q1 2026, marking the 10th consecutive quarter of positive adjusted EBITDA and up from $3.7M in the prior year period.
Strong Consolidated Gross Margin
Consolidated gross margin of 71.8% in Q1 2026, within guidance and up 60 basis points year-over-year (despite a sequential decline of 270 bps). Digital gross margin particularly strong at 87.4% (up 10 bps sequential; up 190 bps YoY).
Improved Financial Flexibility / Net Cash Position
Cash balance of $36.6M and outstanding debt principal approx. $25M as of March 31, 2026, resulting in a net cash position of ~$13.0M; cash balance up from $18.1M year-over-year.
Meaningful Operating Leverage Improvement
EBITDA breakeven reduced dramatically from over $900M in 2022 to approximately $180M currently, providing operating leverage to invest in growth initiatives while maintaining profitability.
Retail and Distribution Partnerships Announced
Shakeology secured retail distribution wins: more than 80 Sprouts stores initially, Vitamin Shoppe nationwide across ~640+ stores later this year, and partnership with KaHi (distribution network to ~30,000 grocery/supermarket/online channels).
Product and Channel Innovation
Launched P90X Generation Next and P90X supplement line (pre-workout, hydration, creatine, recovery protein, fast-acting energy) and planning P90X/Insanity energy drink test in Southern California (production ready July; expected on-shelf in Aug). Expanded 10-minute body catalog to 400+ workouts and $10/month subscription offering to broaden addressable market.
E-commerce Platform Migration Improving Conversion
Transition to Shopify (late March) and Shop Pay improved site conversion and checkout ease; management reports better conversion versus competitors and further optimization opportunities to raise AOV and conversion.
BODI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BODI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $12.95 | $12.61 | -2.63% |
Mar 10, 2026 | $8.33 | $10.91 | +30.97% |
Nov 10, 2025 | $5.02 | $5.92 | +17.93% |
Aug 05, 2025 | $3.82 | $4.51 | +18.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Beachbody Company (BODI) report earnings?
Beachbody Company (BODI) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Beachbody Company (BODI) earnings time?
Beachbody Company (BODI) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BODI EPS forecast?
BODI EPS forecast for the fiscal quarter 2026 (Q2) is -0.21.