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

Xponential Fitness (NYSE:XPOF) issued its quarterly earnings data on Thursday. The company reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.08), FiscalAI reports. The company had revenue of $62.26 million during the quarter, compared to analyst estimates of $63.00 million. Xponential Fitness had a negative net margin of 13.64% and a negative return on equity of 3.40%. The business’s quarterly revenue was down 21.0% compared to the same quarter last year. During the same period last year, the firm earned $0.34 EPS.

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 Stock Performance

Xponential Fitness stock traded up $0.25 during trading on Friday, reaching $4.67. The company had a trading volume of 2,561,034 shares, compared to its average volume of 855,943. The firm has a market capitalization of $230.23 million, a PE ratio of -3.92 and a beta of 1.07. The firm’s 50-day simple moving average is $4.41 and its 200 day simple moving average is $5.96. Xponential Fitness has a 1-year low of $3.57 and a 1-year high of $9.25.

Key Stories Impacting Xponential Fitness

Here are the key news stories impacting Xponential Fitness this week:

• Neutral Sentiment: The Q3 earnings call was characterized as showing growth amid pressure, but the available coverage does not provide enough detail to identify a specific positive development driving the shares. Article: Xponential Fitness Earnings Call Shows Growth Amid Pressure
• Negative Sentiment: Q3 revenue was $62.3 million, down from $78.8 million a year earlier and below the roughly $63 million analyst estimate. EPS of $0.04 also missed the $0.12 consensus cited by MarketBeat, compared with $0.34 a year ago. Article: Xponential Fitness Q3 2026 Financial Results Article: Xponential Fitness earnings results
• Negative Sentiment: Operating indicators were also soft: North American system-wide sales fell to $424.3 million from $432.2 million, while same-store sales declined 7.5%. A separate report said the revenue miss weighed on the stock after results. Article: Xponential Fitness misses Q3 revenue estimates

Analyst Upgrades and Downgrades

XPOF has been the subject of a number of analyst reports. Guggenheim downgraded Xponential Fitness from a “buy” rating to a “neutral” rating in a report on Friday, August 7th. Roth Capital dropped their price objective on shares of Xponential Fitness from $7.00 to $5.00 and set a “neutral” rating on the stock in a research note on Monday, August 10th. B. Riley Financial cut their target price on shares of Xponential Fitness from $6.00 to $5.00 and set a “neutral” rating for the company in a report on Monday, August 10th. Robert W. Baird set a $5.50 target price on shares of Xponential Fitness in a research note on Friday, August 7th. Finally, Weiss Ratings downgraded shares of Xponential Fitness from a “sell (d-)” rating to a “sell (e+)” rating in a report on Wednesday. One investment analyst has rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Xponential Fitness presently has a consensus rating of “Hold” and a consensus price target of $6.50.

Xponential Fitness Company Profile

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.