Life Time Group Holdings, Inc. ( LTH ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Connor Wienberg Erik Weaver - EVP & CFO Bahram Akradi - Founder, Chairman & CEO Conference Call Participants John Heinbockel - Guggenheim Securities, LLC, Research Division Arpine Kocharyan - UBS Investment Bank, Research Division Brian Nagel - Oppenheimer & Co. Inc., Research Division John Baumgartner - Mizuho Securities USA LLC, Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division Owen Rickert - Northland Capital Markets, Research Division Molly Baum - Morgan Stanley, Research Division Chris Woronka - Deutsche Bank AG, Research Division Presentation Operator Greetings. Welcome to the Life Time Group Holdings Inc. Third Quarter 2025 Earnings Conference Call.
The headline numbers for Life Time Group Holdings (LTH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Life Time Group Holdings, Inc. (LTH) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.26 per share a year ago.
Life Time Group Holdings, Inc. (NYSE:LTH ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Bahram Akradi - Founder, Chairman & CEO Connor Wienberg - Corporate Participant Erik Weaver - EVP & CFO Conference Call Participants Alexander Thomas Perry - BofA Securities, Research Division Brian William Nagel - Oppenheimer & Co. Inc., Research Division Chris Jon Woronka - Deutsche Bank AG, Research Division Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division John Edward Heinbockel - Guggenheim Securities, LLC, Research Division Logan Paul Reich - RBC Capital Markets, Research Division Molly Rose Baum - Morgan Stanley, Research Division Owen Ray Rickert - Northland Capital Markets, Research Division Operator Greetings. Welcome to the Life Time Group Holdings Inc. Second Quarter 2025 Earnings Conference Call.
Life Time Group Holdings, Inc. (LTH) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.25 per share a year ago.
Life Time's country club model with comprehensive amenities and affluent member base creates a defensive moat in the premium fitness market. Elimination of sales staff and promotional pricing has created significant untapped pricing power, with whitespace analysis supporting a revenue uplift opportunity. My Variant View: ancillary revenue streams and strong pricing power drive higher lifetime value per member, extending EBITDA margin runway beyond consensus expectations.
I initiate coverage on Life Time Group Holdings with a buy and overweight rating due to its strong performance and growth potential. Despite market turbulence and tariffs, LTH effectively passes costs to consumers, showing resilience and healthy membership growth. Life Time's asset-light model and strategic reinvestments in new programs and equipment drive high member engagement and lower churn rates.
Life Time Group Holdings, Inc. remains undervalued despite a 30% YTD surge, driven by gym expansion and higher-tier memberships, creating a buying opportunity. The company is shifting to a capital-light expansion model, co-investing with landlords, enhancing its ability to grow its footprint at a faster pace. Average revenue per center is increasing due to upselling to higher-priced memberships and premium services, boosting comparable center sales and margins.
Life Time Group Holdings, Inc. (NYSE:LTH ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Bahram Akradi - Founder, Chairman, Chief Executive Officer Erik Weaver - Executive Vice President, Chief Financial Officer Connor Wienberg - Vice President, Investor Relations and Capital Markets Conference Call Participants John Heinbockel - Guggenheim Brian Nagel - Oppenheimer Alex Perry - Bank of America Megan Alexander - Morgan Stanley Kate McShane - Goldman Sachs John Baumgartner - Mizuho Securities Owen Rickert - Northland Securities Operator Greetings! And welcome to the Life Time Group Holdings, Inc., First Quarter 2025 Earnings Conference Call.
Life Time Group Holdings, Inc. (LTH) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.15 per share a year ago.
Here is how Life Time Group Holdings, Inc. (LTH) and PIGEON CORP (PGENY) have performed compared to their sector so far this year.
LTH benefits from membership growth, higher pricing power and solid demand for its premium fitness and wellness services.