Xponential Fitness, Inc. (XPOF) Earnings
Xponential Fitness, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $0.09. XPOF has beaten EPS estimates in 3 of its last 12 reported quarters (average surprise -47.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.11 | $-0.04 | -136.4% | $61M | -4.8% |
| Nov 6, 2025 | $0.14 | $0.34 | +142.9% | $79M | +7.4% |
| Aug 7, 2025 | $0.19 | $0.26 | +36.8% | $76M | +1.0% |
| May 8, 2025 | $0.15 | $-0.20 | -233.3% | $77M | -0.6% |
| Mar 13, 2025 | $0.44 | $-0.18 | -140.9% | $83M | +2.6% |
| Nov 7, 2024 | $0.18 | $-0.04 | -122.2% | $80M | -1.1% |
| Aug 1, 2024 | $0.19 | $-0.03 | -115.8% | $77M | +0.0% |
| May 2, 2024 | $0.18 | $0.16 | -11.1% | $80M | +0.9% |
| Feb 29, 2024 | $0.11 | $0.08 | -27.3% | $90M | +10.1% |
| Aug 3, 2023 | $0.11 | $0.07 | -36.4% | $77M | +3.3% |
| May 4, 2023 | $0.11 | $-0.02 | -118.2% | $71M | +8.0% |
| Mar 2, 2023 | $-0.01 | $0.11 | +1183.7% | $71M | +8.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Leadership additions: Robert Julian as interim CFO, Eric Quaid as chief information officer, and Steph So as new Chief Marketing Officer joining mid-May. - Q1 focus on integrated operating, aligning marketing, operations, etc. for stronger performance. Opened 66 gross new studios, 26 closures. Sold 28 licenses globally. North America system-wide sales up 2% y-o-y. - Strategic actions to address same-store sales: transition to new national marketing and digital agency, launched automated email CRM program, accelerated brand digital property work, Club Pilates circuit class launched, remodel program in Club Pilates with Pure Bar to follow, enhanced brand assets and offers, leveraging Q4 pricing work, expanded engagement with studio operators with field support teams.
Guidance
Reiterated 2026 guidance: global studios open net of closures in range of 150-170, closures 3%-5% of global system. North America system-wide sales range $1.72B-$1.80B. Total 2026 revenue range $260M-$270M. Adjusted EBITDA range $100M-$110M, midpoint adjusted EBITDA margin 39.6%. Focus on stabilizing lead generation, improving lead to member conversion, supporting franchisees and field teams.
Segment performance
Domestically, 23 net new units opened; internationally, 17 net new units opened. Q1 same-store studio sales were down 6% overall and down 4% for Club Pilates. North America system-wide sales were $437 million, up ~2% year-over-year, with same-store sales negative 6.2% pro forma. Revenue for the quarter was $60.7 million, down 21% year-over-year. Adjusted EBITDA was $20.4 million, down 25% year-over-year. Club Pilates member retention improved 36 basis points in Q1, with ~80% of members expecting to continue taking classes in next 6-12 months. Club Pilates growth pipeline robust with commitment for ~160 future studio openings domestically and 499+ committed licenses internationally. Stretch Lab pilot group microsites had high single-digit initial booking lift. Club Pilates circuit class gained quick adoption, and Yoga 6 new core class to launch.
Risks & headwinds
Forward-looking statements involve risks and uncertainties that could cause actual results to differ. Non-GAAP measures have high variability, complexity, low visibility. Industry-wide platform changes at Meta and Google impacted lead flow and organic website traffic. Transition period from brand-based sales structure to field-based support team caused challenges in lead to member conversion.
Analyst Q&A
Q: Talk to health of Club Pilates member base and when return to flattish trend line.
A: Strong member retention, good member statistics, new studio openings strong, focusing on top of funnel organic traffic.
Q: Other than timing issues, what to do to get to EBITDA target and about third quarter inflationary adjustment.
A: Anticipated four things impacting Q1 EBITDA, focusing on sales trend improvement, pricing analysis with narrowing pricing tiers, providing coaching, setting up for inflationary price increases, looking at discounts.
Q: Update on using tools like CRM to target specific audiences.
A: Worked with new national agency to understand target markets, launched national coordinated email campaign, better paid media spend targeting.
Q: Key drivers behind same-store sales variance.
A: Top of funnel, new member acquisition side.
Q: Newer formats or studio refresh initiatives generating strongest early engagement.
A: Club Pilates refresh effort, PureBar refresh program, new classes like Club Pilates circuit class