Life Time Group (NYSE:LTH – Get Free Report) released its quarterly earnings data on Thursday. The company reported $0.51 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.10, FiscalAI reports. Life Time Group had a net margin of 13.07% and a return on equity of 10.56%. The business had revenue of $893.52 million during the quarter, compared to analyst estimates of $874.98 million. During the same period in the previous year, the business earned $0.41 EPS. Life Time Group’s revenue was up 14.1% compared to the same quarter last year.
Here are the key takeaways from Life Time Group’s conference call:
- Strong third-quarter performance saw revenue rise 14.2% to $893.5 million, comparable-center revenue increase 8.7%, and adjusted EBITDA grow 16.5% to $256.3 million, with margin expanding 60 basis points to 28.7%.
- Management raised full-year comparable-center revenue guidance to 8.5%-8.7% from 7.9%-8.3% and increased full-year revenue and adjusted EBITDA guidance, citing strength in dues, membership acquisition, and in-center businesses.
- Membership optimization is improving economics: non-Qualified Medical memberships grew 5.4% year over year while Qualified Medical memberships declined 19.6%, helping drive 13.7% dues-revenue growth and higher average monthly dues.
- Life Time remains on track to open 14 clubs in 2026 and expects 12-14 openings annually, supported by a strong development pipeline; management also highlighted continued growth in Dynamic Personal Training, LifeSpa, pickleball, and other in-center offerings.
- Capital expenditures rose 29.8% to $288.7 million as the company builds clubs for 2026 and beyond, while it expects roughly $135 million of additional fourth-quarter sale-leaseback proceeds; management reiterated its $400 million annual sale-leaseback target and 2030 free-cash-flow outlook.
Life Time Group Price Performance
NYSE LTH traded up $2.11 during trading on Thursday, reaching $45.25. The company’s stock had a trading volume of 4,262,533 shares, compared to its average volume of 3,038,319. The firm has a fifty day moving average of $41.68 and a 200 day moving average of $35.15. Life Time Group has a one year low of $24.14 and a one year high of $47.32. The stock has a market capitalization of $10.11 billion, a PE ratio of 29.55, a P/E/G ratio of 1.56 and a beta of 1.49. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.66 and a quick ratio of 0.56.
Key Life Time Group News
Here are the key news stories impacting Life Time Group this week:
- Positive Sentiment: Quarterly results exceeded expectations. Life Time reported $893.5 million in third-quarter revenue, up 14.2% year over year and above the $875.0 million consensus estimate. Adjusted diluted earnings per share were $0.51, compared with analyst expectations ranging from $0.41 to $0.45 and $0.41 a year earlier. Life Time Reports Third Quarter 2026 Financial Results
- Positive Sentiment: Profitability improved significantly on an adjusted basis. Adjusted net income rose 24.6% to $115.9 million, while adjusted EBITDA increased 16.5% to $256.3 million. Adjusted EPS grew 24.4%, suggesting operating leverage despite slower growth in reported net income. Life Time Group Reports Third-Quarter Results
- Positive Sentiment: Management raised its 2026 earnings guidance. The upward revision provides a favorable forward-looking signal and indicates that management expects the business to sustain its momentum through the remainder of the year. Life Time Raises 2026 Earnings Guidance
- Neutral Sentiment: Membership growth remained in the low single digits. Revenue growth was strong, but the membership trend suggests that pricing, club additions and ancillary offerings may be contributing meaningfully to results rather than rapid member-count expansion. Life Time Group Posts Third-Quarter Revenue Increase
- Positive Sentiment: Analyst attention remains supportive. Morgan Stanley projected substantial potential appreciation, while Barclays initiated research coverage, potentially broadening institutional visibility for LTH. Morgan Stanley Forecasts Strong Price Appreciation
Analyst Upgrades and Downgrades
Several brokerages have recently weighed in on LTH. UBS Group set a $63.00 price target on Life Time Group in a research report on Wednesday, September 23rd. Morgan Stanley raised their price objective on shares of Life Time Group from $53.00 to $54.00 and gave the company an “overweight” rating in a research report on Tuesday. Deutsche Bank Aktiengesellschaft set a $54.00 price objective on shares of Life Time Group in a research note on Friday, July 31st. Barclays began coverage on shares of Life Time Group in a report on Monday. They set an “overweight” rating and a $51.00 target price on the stock. Finally, Royal Bank Of Canada increased their target price on shares of Life Time Group from $50.00 to $60.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $55.36.
Check Out Our Latest Research Report on Life Time Group
Insider Activity
In other news, CEO Bahram Akradi sold 438,257 shares of the business’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $45.03, for a total transaction of $19,734,712.71. Following the completion of the transaction, the chief executive officer owned 3,615,086 shares of the company’s stock, valued at approximately $162,787,322.58. The trade was a 10.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John Danhakl sold 2,879,154 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $43.80, for a total transaction of $126,106,945.20. Following the completion of the transaction, the director owned 3,029,450 shares in the company, valued at approximately $132,689,910. This trade represents a 48.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 6,971,850 shares of company stock worth $306,262,084. Company insiders own 13.30% of the company’s stock.
Life Time Group Company Profile
Life Time Group Holdings, Inc (NYSE: LTH) operates a network of luxury athletic country clubs in the United States and Canada. The company’s facilities combine fitness, sports, health, and wellness services in an integrated club environment designed for individuals and families.
Life Time clubs typically offer cardiovascular and strength-training equipment, group fitness classes, personal training, indoor and outdoor pools, tennis, pickleball, basketball, and other athletic programs. Many locations also provide childcare, spas, cafés, workspaces, recovery services, and specialized programs for children, older adults, and other member groups.
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