Xponential Fitness (NYSE:XPOF) Releases Earnings Results, Misses Estimates By $0.08 EPS

Xponential Fitness (NYSE:XPOF) announced its quarterly earnings results on Thursday. The company reported $0.04 earnings per share 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 business had revenue of $62.26 million during the quarter, compared to the consensus estimate of $63.00 million. During the same quarter in the prior year, the firm posted $0.34 EPS. The company’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 Price Performance

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

Wall Street Analysts Forecast Growth

XPOF has been the subject of several analyst reports. Robert W. Baird set a $5.50 target price on Xponential Fitness in a research note on Friday, August 7th. UBS Group lowered their price target on Xponential Fitness from $7.00 to $4.50 and set a “neutral” rating on the stock in a research note on Wednesday, September 16th. B. Riley Financial lowered their price objective on Xponential Fitness from $6.00 to $5.00 and set a “neutral” rating for the company in a research report on Monday, August 10th. Wall Street Zen lowered Xponential Fitness from a “hold” rating to a “sell” rating in a research report on Saturday, August 1st. Finally, Roth Capital decreased their price target on Xponential Fitness from $7.00 to $5.00 and set a “neutral” rating on the stock in a research note on Monday, August 10th. One equities research analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $6.50.

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.