Planet Fitness (PLNT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 11, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.84

Last Year’s EPS

0.86

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 17 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

Mixed. The company delivered strong top-line growth (22% revenue increase), materially improved adjusted EBITDA (~20% YoY), significant equipment revenue upside (+123%), a healthy cash position and executed share repurchases. However, a meaningful shortfall in net member growth during the critical Q1 join period, elevated churn, a marketing misstep that missed the company’s core beginner demographic, regional competitive pressure, the decision to pause a Black Card price increase (reducing same-club sales outlook by ~150 bps), and the withdrawal of the multi-year algorithm tempered the upbeat financial results and led to a lowered 2026 outlook. Management has concrete corrective actions underway (creative agency change, data/AI investments, targeted marketing tests) but recovery in membership momentum is expected to take time.

Company Guidance

Planet Fitness updated its 2026 outlook, now forecasting system‑wide same‑club sales growth of approximately 1%, revenue growth of ~7% and adjusted EBITDA growth of ~6%, while expecting net interest expense of about $111 million; adjusted net income is expected to decrease ~2% but adjusted net income per diluted share to grow ~4% on roughly 79 million adjusted diluted weighted average shares outstanding. Management said the pause of the planned national Black Card price increase accounts for roughly 150 basis points of the same‑club sales revision and that the guidance change is also driven by a Q1 net‑member growth shortfall (~700k net adds in Q1) and elevated churn earlier in the year. Unit growth guidance is unchanged at 180–190 new clubs system‑wide with roughly 150–160 equipment placements; they expect re‑equip sales to be ~70% of equipment revenue with an equipment margin of ~30%, replacement equipment revenue split ~30% in Q2, ~30% in Q3 and ~15% in Q4, and capital expenditures and depreciation & amortization to be up roughly 10–15% and ~10%, respectively; the company also withdrew its prior 3‑year algorithm.

Robust Revenue Growth

Total revenue of $337 million in Q1 2026, up 22% year-over-year from $277 million, driven by growth across franchise, corporate-owned club and equipment segments.

Strong Adjusted EBITDA and Profit Metrics

Adjusted EBITDA of $140 million, up ~20% year-over-year, with adjusted EBITDA margin of 41.5%; adjusted net income of $59 million and adjusted EPS of $0.74 for Q1.

Equipment Segment Outperformance

Equipment segment revenue increased 123% year-over-year, driven by higher replacement equipment sales and new franchisee placement sales; equipment adjusted EBITDA margin improved to 31.3% from 26.8%.

Cash Position and Share Repurchase

Cash, cash equivalents and marketable securities totaled $652 million as of March 31, 2026 (up from $607 million on Dec 31, 2025). Executed $50 million share repurchase in Q1 (~614,000 shares at average $81.47).

Black Card Penetration and Pricing Dynamics

Black Card penetration reached 67% (up 240 basis points year-over-year), providing organic price lift through mix even as management paused a planned national Black Card price increase to prioritize membership growth.

Unit Growth Plan and Development Activity Maintained

Opened 15 new clubs in Q1; full-year unit growth outlook unchanged at 180–190 new clubs, with 150–160 equipment placements expected and re-equip sales expected to be ~70% of equipment revenue for 2026.

Investments in Marketing and Data Capabilities

Announced selection of a new creative agency, investments in AI-enabled CRM (predictive churn pilot), dynamic content optimization and machine learning models to improve targeted member acquisition and retention.

Planet Fitness (PLNT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PLNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2026	2026 (Q2)	0.84 / -	0.86	―	―	―
May 07, 2026	2026 (Q1)	0.63 / 0.74	0.59	25.42% (+0.15)	―
Feb 24, 2026	2025 (Q4)	0.79 / 0.83	0.7	18.57% (+0.13)	―
Nov 06, 2025	2025 (Q3)	0.74 / 0.80	0.64	25.00% (+0.16)	―
Aug 06, 2025	2025 (Q2)	0.79 / 0.86	0.71	21.13% (+0.15)	―
May 08, 2025	2025 (Q1)	0.61 / 0.59	0.53	11.32% (+0.06)	―
Feb 25, 2025	2024 (Q4)	0.62 / 0.70	0.6	16.67% (+0.10)	―
Nov 07, 2024	2024 (Q3)	0.58 / 0.64	0.59	8.47% (+0.05)	―
Aug 06, 2024	2024 (Q2)	0.66 / 0.71	0.65	9.23% (+0.06)	―
May 09, 2024	2024 (Q1)	0.51 / 0.53	0.41	29.27% (+0.12)	―

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

PLNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$63.96	$44.01	-31.19%
Feb 24, 2026	$90.75	$82.61	-8.97%
Nov 06, 2025	$91.70	$103.24	+12.58%
Aug 06, 2025	$109.27	$106.12	-2.88%

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.