Life Time Group Holdings, Inc. (LTH)
NYSE:LTH
Want to see LTH full AI Analyst Report?
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.38Last Year’s EPS
0.32Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: double‑digit revenue growth, expanding margins, rising average dues/ARPM, robust adjusted EBITDA growth, improving operating cash flow, and a clear plan to convert real estate sale‑leasebacks into visible positive free cash flow. Management framed sustained demand for new clubs, high ROIC on openings, successful ancillary offerings (notably dynamic personal training), and a large development pipeline. Near‑term challenges are manageable and mostly strategic: deliberate reduction of low‑dues qualified medical memberships (which compresses reported membership growth), elevated capex for new club construction, and preopening costs that modestly pressure near‑term margins. Overall the positives materially outweigh the issues.Company Guidance
Revenue Growth
Total revenue increased 11.7% year-over-year to $789 million in Q1 2026.
Comparable Center Revenue
Comparable center revenue grew 8.6% (slightly above expectations); contribution breakdown: membership mix +3.5%, price +3.0%, in-center businesses +2.3%, volume -0.2%.
Pricing and ARPM Expansion
Average monthly dues rose to $230, up ~10.5% year-over-year; average revenue per center membership increased to $930, up 10.2% year-over-year.
Membership and Mix Improvement
Total center memberships ended the quarter near 838,000, up 1.4% year-over-year; membership mix is shifting toward higher‑dues customers and more family/couple memberships, driving higher LTV per membership.
Profitability Expansion
Net income was $88 million, up 15.8% year-over-year; adjusted net income was $96 million, up 27.4% year-over-year.
Adjusted EBITDA Strength
Adjusted EBITDA totaled $227 million, up 18.3% year-over-year; adjusted EBITDA margin improved by ~160 basis points to 28.7%; updated full-year midpoint margin guidance to 28% (includes new-club preopening impact).
Operating Cash Flow and Free Cash Flow Plan
Net cash provided by operating activities increased to $199 million (approximately +8%); closed ~$200 million of sale-leaseback proceeds in April and expect ~$400 million for the full year to support delivering positive free cash flow in 2026 and growing free cash flow thereafter.
Capital Deployment and Low Leverage
Total CapEx was $260 million (up 82% YoY) to support new club construction; management highlights very low leverage (well below 2.0x net debt/EBITDA target), zero revolver balance and several hundred million of cash on hand.
New Club & Real Estate Pipeline
Opened 5 of 14 clubs scheduled for 2026, with strong early performance (including 4 clubs opened in last 30 days); management describes a robust real estate pipeline and high expected ROIC on new openings (north of ~30% cash-on-cash when including leasehold improvements).
In-center Revenue Drivers & Product Rollouts
Strong utilization of in-center businesses, notably dynamic personal training (trainers up low double digits and new business up more), and continued rollouts of programs (CTR, dynamic stretch, hybrid XT, MIORA and Lacy AI companion) supporting ancillary revenue and engagement.
Capital Return Optionality
Board authorized a $500 million buyback program; management intends to opportunistically repurchase shares below their view of fair value while also returning capital as free cash flow grows.
LTH 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
LTH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $28.41 | $27.85 | -1.97% |
Nov 04, 2025 | $24.87 | $26.18 | +5.27% |
Aug 05, 2025 | $28.59 | $25.83 | -9.65% |
May 08, 2025 | $32.97 | $30.76 | -6.70% |
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 Life Time Group Holdings, Inc. (LTH) report earnings?
Life Time Group Holdings, Inc. (LTH) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Life Time Group Holdings, Inc. (LTH) earnings time?
Life Time Group Holdings, Inc. (LTH) earnings time is at Aug 12, 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 LTH EPS forecast?
LTH EPS forecast for the fiscal quarter 2026 (Q2) is 0.38.