Overview
Fitness club operator's Q4 revenue grew 10.5%, beating analyst expectations
Adjusted EPS for Q4 beat consensus, reaching $0.83 per share
Company opened 104 new clubs in Q4, expanding global footprint
Outlook
Planet Fitness expects 2026 revenue to increase approximately 9%
Company anticipates 2026 adjusted EBITDA to rise by about 10%
Planet Fitness projects 180 to 190 new club openings in 2026
Result Drivers
SAME CLUB SALES - System-wide same club sales increased 5.7%, contributing to revenue growth
NEW CLUB OPENINGS - Opened 104 new clubs, including 93 franchisee-owned, boosting system-wide sales
EQUIPMENT SALES - Higher equipment sales to franchisee-owned clubs increased equipment segment revenue by 15.3%
Company press release: ID:nPn1pC4Vya
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $376.3 mln | $367.89 mln (15 Analysts) |
Q4 Adjusted EPS | Beat | $0.83 | $0.79 (15 Analysts) |
Q4 EPS | $0.73 | ||
Q4 Adjusted Net Income | Beat | $69 mln | $65.63 mln (11 Analysts) |
Q4 Net Income | $60.4 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the leisure & recreation peer group is "buy"
Wall Street's median 12-month price target for Planet Fitness Inc is $130.00, about 43.3% above its February 23 closing price of $90.75
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 27 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
Comments