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Xponential Fitness (XPOF)
NYSE:XPOF
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
-0.2Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong franchisor scale and system‑wide sales growth (driven by Club Pilates and unit expansion), meaningful operational actions (outsourced retail, refinancing, field team, digital and pricing initiatives) and positive brand training metrics. However, near‑term pressures persist — Q4 same‑store softness, Q4 margin compression, underperformance at StretchLab and other brands, a meaningful portion of inactive license obligations, one‑time legal and lease costs, and higher leverage. Management emphasized deliberate, investment‑led steps to fix top‑of‑funnel issues and improve organic studio revenue, while providing conservative 2026 guidance that reflects these tradeoffs.Company Guidance
Net Studio Growth and Scale
Opened 201 net new studios in 2025 (341 gross openings, 140 closures), ending the year with 3,097 global open studios; Club Pilates led openings (220 gross) and represented the majority of licensing activity (140 licenses, ~78% of 179 licenses sold).
System‑Wide Sales Growth
System‑wide sales increased ~13% year‑over‑year to approximately $1.7 billion in 2025, driven primarily by new studio openings and Club Pilates scale (Club Pilates contributed ~65% of system‑wide sales).
Brand & Training Momentum
Graduated over 2,100 Pilates and over 3,000 barre instructors from Xponential training programs, reinforcing franchisee/studio onboarding and talent pipeline as a company asset.
Outsourced Retail Transition and Merchandise Improvement
Completed transition to an outsourced studio retail and merchandise partner; Q4 merchandise revenue up 18% year‑over‑year to $7.2M, and management expects a $9M–$10M EBITDA improvement annually from the outsourced retail model.
Refinancing and Capital Structure Simplification
Executed a new 5‑year $525M term loan and $25M revolver, repurchased convertible preferred stock eliminating ~8.1M potential common shares, improving financial flexibility and reducing dilution risk.
Adjusted EBITDA and Cash Generation
Reported adjusted EBITDA of $111.8M for 2025 (down 4% YoY) and Q4 adjusted EBITDA of $22.9M; net cash provided by operating activities was $28.3M and cash, cash equivalents and restricted cash increased to $45.9M (from $32.7M).
Positive Brand-Level AUVs for Key Brands
Club Pilates run‑rate AUVs remain strong at ~$966K (despite a 6% YoY decline), Pure Barre AUV increased 3% to $400K, and YogaSix AUV increased 12% to $525K, underscoring continued franchisor royalty potential from high‑performing studios.
Clear 2026 Strategic Priorities and Guidance
Management outlined focused 2026 initiatives (marketing, digital/studio platform upgrades, 35‑person field ops team, studio refreshes) and issued guidance: 150–170 net new studios, North America system‑wide sales $1.72B–$1.80B, revenue $260M–$270M, adjusted EBITDA $100M–$110M.
XPOF 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
XPOF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $8.05 | $4.26 | -47.08% |
Nov 06, 2025 | $6.30 | $6.40 | +1.59% |
Aug 06, 2025 | $10.32 | $9.63 | -6.69% |
May 08, 2025 | $8.70 | $8.14 | -6.44% |
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 Xponential Fitness (XPOF) report earnings?
Xponential Fitness (XPOF) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Xponential Fitness (XPOF) earnings time?
Xponential Fitness (XPOF) earnings time is at May 07, 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 XPOF EPS forecast?
XPOF EPS forecast for the fiscal quarter 2026 (Q1) is 0.1.