Xponential Fitness (NYSE:XPOF – Get Free Report) released its quarterly earnings data on Thursday. The company reported $0.04 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.08), FiscalAI reports. The firm had revenue of $62.26 million during the quarter, compared to the consensus estimate of $63.00 million. Xponential Fitness had a negative net margin of 13.64% and a negative return on equity of 3.40%. Xponential Fitness’s revenue was down 21.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.34 earnings per share.
Here are the key takeaways from Xponential Fitness’ conference call:
- Q3 operating results weakened: same-studio sales fell 7.5% (5.6% at Club Pilates), North American systemwide sales declined 2%, revenue decreased 21% to $62.3 million, and adjusted EBITDA fell 27% to $24.3 million. Management cited softer studio performance, lower equipment installations, and merchandise-transition challenges.
- 2026 guidance was tightened: expected net new studio openings are now 124–130, and adjusted EBITDA is expected to be $91–$94 million; North American systemwide sales and revenue outlooks were unchanged. Management attributed slower openings partly to tougher real-estate availability and said it is being more selective about sites.
- Management reported early signs of improvement from its marketing and technology initiatives. Since the new Club Pilates website launched, lead-form submissions and first-class appointment conversions have increased by a double-digit percentage, while lower cost per lead and stronger YogaSix member-tenure trends were also cited.
- International expansion and Club Pilates remain long-term growth priorities. The company ended the quarter with 3,185 studios, including 19 net international openings, and reiterated a goal of growing Club Pilates to more than 2,000 locations domestically within five years, while emphasizing disciplined development.
- The board’s strategic-alternatives review remains active and could include a sale, merger, or other transaction; the company said it would not comment further while the process is ongoing.
Xponential Fitness Price Performance
XPOF stock traded up $0.25 during midday trading on Friday, reaching $4.67. The company had a trading volume of 2,561,034 shares, compared to its average volume of 855,943. The firm has a 50-day moving average price of $4.41 and a 200-day moving average price of $5.96. The company has a market capitalization of $230.23 million, a P/E ratio of -3.92 and a beta of 1.07. Xponential Fitness has a 1 year low of $3.57 and a 1 year high of $9.25.
More Xponential Fitness News
Here are the key news stories impacting Xponential Fitness this week:
- Neutral Sentiment: The Q3 earnings call was characterized as showing growth amid pressure, but the available coverage does not provide enough detail to identify a specific positive development driving the shares. Article: Xponential Fitness Earnings Call Shows Growth Amid Pressure
- Negative Sentiment: Q3 revenue was $62.3 million, down from $78.8 million a year earlier and below the roughly $63 million analyst estimate. EPS of $0.04 also missed the $0.12 consensus cited by MarketBeat, compared with $0.34 a year ago. Article: Xponential Fitness Q3 2026 Financial Results Article: Xponential Fitness earnings results
- Negative Sentiment: Operating indicators were also soft: North American system-wide sales fell to $424.3 million from $432.2 million, while same-store sales declined 7.5%. A separate report said the revenue miss weighed on the stock after results. Article: Xponential Fitness misses Q3 revenue estimates
Analyst Upgrades and Downgrades
Several research analysts have commented on the stock. B. Riley Financial cut their price target on shares of Xponential Fitness from $6.00 to $5.00 and set a “neutral” rating for the company in a report on Monday, August 10th. Guggenheim cut shares of Xponential Fitness from a “buy” rating to a “neutral” rating in a report on Friday, August 7th. UBS Group lowered their price objective on Xponential Fitness from $7.00 to $4.50 and set a “neutral” rating on the stock in a research report on Wednesday, September 16th. Wall Street Zen lowered Xponential Fitness from a “hold” rating to a “sell” rating in a research note on Saturday, August 1st. Finally, Robert W. Baird set a $5.50 target price on Xponential Fitness in a research report on Friday, August 7th. One research analyst has rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $6.50.
View Our Latest Stock Analysis on Xponential Fitness
About Xponential Fitness
Xponential Fitness, Inc is a franchisor of boutique health and wellness businesses. Founded in 2017 and headquartered in Irvine, California, the company develops and supports specialized fitness concepts that operate through franchised studios and licensed locations.
Its portfolio has included Club Pilates, CycleBar, StretchLab, YogaSix, Pure Barre, AKT, Rumble, STRIDE Fitness and BFT, which offer services such as Pilates, indoor cycling, assisted stretching, yoga, barre, dance-based workouts, boxing-inspired training and group fitness.
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