Xponential Fitness NYSE: XPOF reported second-quarter results that fell below its internal expectations, prompting the boutique fitness franchisor to lower its full-year outlook as same-store sales declined, merchandise operations remained pressured and the company continued to invest in paid marketing and digital initiatives.
Xponential Fitness, Inc. (XPOF) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xponential Fitness (XPOF) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.26 per share a year ago.
Xponential Fitness faces deteriorating fundamentals, with revenue and studio openings declining and leverage rising despite recent brand divestitures. Regulatory settlements totaling over $43 million and reputational damage have constrained XPOF's ability to open new locations in key states. Management expects 2026 revenue of $260–$270 million, down from $314.9 million, and EBITDA to fall to $100–$110 million.
Xponential Fitness (XPOF) trades at just 6.5x forward EV/EBITDA, pressured by expensive debt and legal settlements despite strong Club Pilates assets. A strategic review, board changes, and Voss Capital's activism increase the likelihood of a sale or asset monetization within 12 months. DCF analysis suggests XPOF is 56% undervalued, with a conservative $8.00 intrinsic value giving a substantial margin of safety.
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xponential Fitness (XPOF) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of $0.11. This compares to a loss of $0.2 per share a year ago.
Xponential Fitness, Inc. released a concerning Q4 report, sending the stock plummeting -47%. Fourth quarter financials were still relatively stable, albeit a sharp increase in XPOF's marketing expenses did cause a significant EBITDA headwind. More concerning, operational metrics are trending down, pressuring the 2026 outlook. Same-store sales reflect challenged member acquisition efforts, and franchisees continue to close studios at an elevated rate.
Xponential Fitness, Inc. (XPOF) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xponential Fitness (XPOF) came out with a quarterly loss of $0.91 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.18 per share a year ago.