Xponential Fitness (NYSE:XPOF) Posts Earnings Results

Xponential Fitness (NYSE:XPOF) issued its quarterly earnings results on Thursday. The company reported $0.04 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.08), FiscalAI reports. Xponential Fitness had a negative return on equity of 3.40% and a negative net margin of 13.64%. The company had revenue of $62.26 million for the quarter, compared to the consensus estimate of $63.00 million. During the same period in the previous year, the business posted $0.34 EPS. The business’s revenue for the quarter was down 21.0% on a year-over-year basis.

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 Stock Up 5.6%

XPOF traded up $0.25 during trading on Friday, reaching $4.67. 2,561,034 shares of the stock traded hands, compared to its average volume of 855,943. The stock has a market capitalization of $230.23 million, a PE ratio of -3.92 and a beta of 1.07. The stock’s 50-day moving average is $4.41 and its 200 day moving average is $5.96. Xponential Fitness has a 12 month low of $3.57 and a 12 month high of $9.25.

Xponential Fitness News Roundup

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

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. UBS Group decreased their target price on Xponential Fitness from $7.00 to $4.50 and set a “neutral” rating on the stock in a report on Wednesday, September 16th. Weiss Ratings lowered Xponential Fitness from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Wednesday. Roth Capital decreased their price target on shares of Xponential Fitness from $7.00 to $5.00 and set a “neutral” rating on the stock in a research note on Monday, August 10th. Wall Street Zen cut Xponential Fitness from a “hold” rating to a “sell” rating in a research note on Saturday, August 1st. Finally, Guggenheim lowered shares of Xponential Fitness from a “buy” rating to a “neutral” rating in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $6.50.

Xponential Fitness Company Profile

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.