Xponential Fitness (XPOF)
NYSE:XPOF
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.13Last Year’s EPS
0.26Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong operational initiatives, leadership additions, a healthy studio development pipeline, and improving retention and early marketing/CRM traction are positive. However, material near-term financial headwinds — including a 21% decline in consolidated revenue, a 25% drop in Adjusted EBITDA, a ~6% same-store sales decline, reduced cash balances, legal settlement outflows, and digital/lead-generation disruptions driven by platform changes — temper the outlook. Management reaffirmed 2026 guidance and outlined concrete remediation steps, leaving the outlook contingent on execution of marketing, digital experience, and conversion improvements.Company Guidance
Reaffirmed 2026 Guidance
Management reaffirmed full-year 2026 guidance: global net studio openings of 150–170; North America system-wide sales $1.72B–$1.80B; total revenue $260M–$270M; Adjusted EBITDA $100M–$110M (midpoint implies ~39.6% Adjusted EBITDA margin).
Improving Member Retention and LTV
Company-wide member retention improved 36 basis points year-over-year; March marked best member retention since Q1 2024. Club Pilates three-year member LTV remains strong at over $2,300. Surveys indicate ~80% of members expect to continue classes over the next 6–12 months.
Early Operational and Marketing Wins
Transitioned to a new national marketing/digital agency and launched an automated email CRM across brands. Initial digital pilot (StretchLab microsites) produced a high single-digit booking lift. Club Pilates Circuit class sees quick adoption (~75% of chain). Management reported improved paid-performance marketing metrics following the agency change.
Pricing and Studio Refresh Initiatives
Completed comprehensive pricing analysis in Q4 and plan modest, market-consistent inflationary price adjustments in early Q3; launched Club Pilates remodel program with Pure Barre to follow, expecting new openings to feature refreshed design and to support acquisition and retention.
Leadership Additions Strengthen Management
Appointed Robert Julian as Interim CFO, Eric Quaid as Chief Information Officer, and announced Steph So as incoming Chief Marketing Officer (mid-May). Management cited these hires as strengthening execution across finance, technology, and marketing.
Studio Growth and Robust Development Pipeline
Ended Q1 with 3,137 global open studios; opened 66 gross new studios in Q1 (43 North America, 23 international) and 26 closures. Company opened 23 net domestic and 17 net international studios (CEO remarks). More than 780 North America licenses contractually obligated and 750 international master franchise obligations; Club Pilates committed for ~160 future domestic studio openings and expects to expand to >2,100 U.S. studios. Internationally 189 open studios across 14 countries with committed licenses for >499 additional studios.
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 |
|---|---|---|---|
May 07, 2026 | $6.54 | $5.60 | -14.37% |
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% |
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 Aug 06, 2026, After Close (Confirmed).
What is Xponential Fitness (XPOF) earnings time?
Xponential Fitness (XPOF) earnings time is at Aug 06, 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 (Q2) is 0.13.