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Planet Fitness (PLNT)
NYSE:PLNT
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.63Last Year’s EPS
0.59Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed strong operating and financial performance in 2025 with clear momentum across membership growth, product optimization, digital engagement, and international expansion. Management acknowledged near-term headwinds and conservative 2026 guidance driven by known structural items (equipment replacement cadence and the sale of corporate clubs) and transitory factors (January weather, brief attrition uptick). The company still projects positive growth in revenue, EBITDA and EPS for 2026, maintains a strong balance sheet, continues buybacks, and is investing in AI-enabled marketing and retention tools—indicating confidence in medium-term growth while managing a planned, lower-growth year.Company Guidance
Strong Full-Year Financial Performance
2025 full-year results: same-club sales +6.7% YoY, revenue +12% YoY, adjusted EBITDA +13% YoY, and adjusted diluted EPS +19% YoY. Added ~1,100,000 net new members, opened 181 new clubs, finished the year with ~20.8M members and a global footprint of nearly 2,900 clubs.
Solid Q4 Results and Profitability
Q4 2025: system-wide same-club sales +5.7%; total revenue $376.3M vs $340.5M in Q4 2024 (≈+10.5%); adjusted EBITDA $146.3M with a 38.9% margin (vs $130.8M and 38.4% prior year). Full-year adjusted EBITDA margin improved to 41.7% from 41.3%.
Record Quarterly Openings and Unit Growth
Opened 104 clubs in Q4 (an all-time quarterly high) and 181 clubs in 2025 total ( >20% increase vs 2024 openings). International progress: surpassed 1,000,000 international members and now over 200 international clubs; pipeline expansion into Northern Mexico and progress in Spain.
Membership Product Momentum and Conversion Gains
High School Summer Pass: >3,700,000 teen participants and >19,000,000 workouts; converted 8.3% of teen participants to paying members (an improvement vs prior years). Black Card penetration reached a record 66.5% in Q4, up 260 basis points YoY—driving meaningful rate mix uplift.
Marketing, Brand Visibility and Customer Recognition
Major brand initiatives (e.g., presenting sponsor of Dick Clark's New Year’s Rockin' Eve with strong visibility) and sustained 'We Are All Strong' campaign. Named USA Today's Best Customer Service Company for 2026 and highest-rated fitness brand on that list.
Digital Engagement and Product Innovation
Mobile app remains top download in health & fitness; early AI pilots (CRM, predictive churn, in-club training augmentation). Digital join flow conversion improved ~6% with 'manage your membership' functionality; rejoin rate finished Q4 at ~34.8% (mid-thirties).
Capital Allocation and Balance Sheet Strength
Cash, cash equivalents and marketable securities $607.0M (vs $529.5M prior year). Refinanced $400M of debt and upsized to $750M at a blended coupon of ~5.4%; executed a $350M accelerated share repurchase and returned nearly $800M to shareholders via buybacks over the last two years; plan to repurchase ≈$150M in 2026.
Format Optimization and Franchise Adoption
Format/equipment optimization traction: 95% of clubs opened or remodeled in 2025 chose an optimized format; nearly 80% of the system now features some version of an optimized layout or equipment offering—supporting joins, upgrades and retention.
PLNT 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
PLNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
May 08, 2025 | $101.73 | $97.08 | -4.57% |
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 Planet Fitness (PLNT) report earnings?
Planet Fitness (PLNT) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Planet Fitness (PLNT) earnings time?
Planet Fitness (PLNT) 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 PLNT EPS forecast?
PLNT EPS forecast for the fiscal quarter 2026 (Q1) is 0.63.
