Earnings summaries and quarterly performance for Xponential Fitness.
Executive leadership at Xponential Fitness.
Board of directors at Xponential Fitness.
Research analysts who have asked questions during Xponential Fitness earnings calls.
John Heinbockel
Guggenheim Partners
4 questions for XPOF
Also covers: ACI, ASO, COST +14 more
JK
Jonathan Komp
Robert W. Baird & Co.
4 questions for XPOF
Also covers: AS, BOOT, COLM +11 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
4 questions for XPOF
Also covers: BC, BRCC, CWH +16 more
Randal Konik
Jefferies LLC
4 questions for XPOF
Also covers: AKA, BIRK, BOWL +11 more
RM
Richard Magnusen
B. Riley Securities
4 questions for XPOF
Also covers: MSA, TLYS, ZUMZ
CO
Christopher O'Cull
Stifel, Nicolaus & Company
3 questions for XPOF
Also covers: BROS, CAVA, CMG +13 more
John-Paul Wollam
Roth Capital Partners, LLC
3 questions for XPOF
Also covers: GENK, GOLF, KRUS +3 more
KW
Korinne Wolfmeyer
Piper Sandler & Co.
3 questions for XPOF
Also covers: AIRS, BBWI, CHD +14 more
Owen Rickert
Northland Securities
3 questions for XPOF
Also covers: ASPU, BETR, HNST +4 more
RM
Ryan Meyers
Lake Street Capital Markets
3 questions for XPOF
Also covers: AKA, BARK, FTLF +14 more
AK
Arpine Kocharian
UBS Group AG
2 questions for XPOF
Also covers: CALY, FUN, LTH +4 more
JV
Jeff Van Sinderen
B. Riley Securities
2 questions for XPOF
Also covers: BTMD, BYRN, CDRE +12 more
JA
Joe Altobello
Raymond James
2 questions for XPOF
Also covers: DOOO, GOLF, LCII +4 more
RK
Randy Konik
Jefferies
2 questions for XPOF
Also covers: BIRK, GOLF, MANU +4 more
CO
Chris O'cull
Stifel Financial Corp
1 question for XPOF
Also covers: BROS, CAVA, CMG +11 more
Recent press releases and 8-K filings for XPOF.
Xponential Fitness Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
XPOF
Earnings
Guidance Update
Legal Proceedings
- Xponential Fitness reported Q4 2025 revenue of $83 million, which was flat year-over-year, and a net loss of $45.6 million. For the full year 2025, revenue was $314.9 million, a 2% decrease from the prior year, with adjusted EBITDA of $111.8 million, down 4% from 2024.
- The company issued 2026 guidance, projecting total revenue between $260 million and $270 million and adjusted EBITDA between $100 million and $110 million, representing a 16% and 6% decrease year-over-year at the midpoint, respectively, primarily due to divested brands and an outsourced merchandise sales model.
- In 2025, Xponential Fitness opened 341 gross new studios and closed 140 global studios, ending the year with 3,097 global open studios. Full-year same-store sales were 0.5%, while North America system-wide sales increased 13% to $1.7 billion.
- Xponential Fitness refinanced its debt in December 2025 with a new $525 million term loan and a $25 million revolving credit facility, and agreed to pay $17 million over 12 months to resolve an FTC investigation.
1 day ago
Xponential Fitness Announces Q4 and Full-Year 2025 Financial Results and 2026 Guidance
XPOF
Earnings
Guidance Update
Demand Weakening
- Xponential Fitness reported Q4 2025 Revenue of $83 million, which was flat year-over-year, and Adjusted EBITDA of $23 million, representing a 26% decrease year-over-year. For the full year 2025, Revenue was $314.879 million and Adjusted EBITDA was $111.778 million.
- System-Wide Sales (North America) for Q4 2025 increased 5% year-over-year to $446.682 million, contributing to a full-year total of $1.746 billion.
- As of Q4 2025, the company had 3,097 Global Studios Operating (+7% YoY) and 774,000 Total Members (+5% YoY). However, Same-Store Sales for Q4 2025 decreased by 4%.
- For FY 2026, Xponential Fitness provides guidance for Revenue between $260.0 million and $270.0 million and Adjusted EBITDA between $100.0 million and $110.0 million.
1 day ago
Xponential Fitness Reports Q4 and Full-Year 2025 Results and Provides 2026 Guidance
XPOF
Earnings
Guidance Update
Legal Proceedings
- Xponential Fitness reported FY 2025 revenue of $314.9 million, a 2% decrease year-over-year, and Q4 2025 revenue of $83 million, which was flat year-over-year. Adjusted EBITDA for FY 2025 was $111.8 million, down 4% from 2024, and Q4 2025 Adjusted EBITDA was $22.9 million, a 26% decrease year-over-year. Full-year same-store sales were 0.5%, but Q4 2025 same-store sales were negative 4.3%.
- For 2026, the company expects total revenue between $260 million-$270 million (a 16% decrease at the midpoint year-over-year, primarily due to divested brands and an outsourced merchandise model) and adjusted EBITDA between $100 million-$110 million (a 6% decrease at the midpoint year-over-year). Global net new studio openings are projected to be 150-170, a 20% decrease at the midpoint from the prior year, with same-store sales expected to trend in the negative low single-digit range.
- In December 2025, Xponential Fitness completed a debt refinancing, securing a new 5-year, $525 million term loan and a $25 million revolving credit facility, and repurchased all outstanding convertible preferred stock. Additionally, FTC staff recommended approval of a proposed consent order to resolve alleged claims, with the company agreeing to pay $17 million over 12 months.
- The company acknowledged sales growth moderation in late 2024 and into 2025, alongside marketing and lead management missteps that contributed to member acquisition challenges and same-store sales pressure. Management is prioritizing investments in new member acquisition and healthy top-line growth for franchisees in 2026, focusing on new unit expansion, organic studio revenue performance, and enhanced marketing efforts.
1 day ago
Xponential Fitness Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance
XPOF
Earnings
Guidance Update
Debt Issuance
- For the full year 2025, Xponential Fitness reported $314.9 million in revenue, a 2% decrease from the prior year, and $111.8 million in adjusted EBITDA, down 4% compared to 2024. Full-year same-store sales were 0.5%, while North America system-wide sales increased approximately 13% to $1.7 billion from $1.6 billion in 2024.
- In 2025, the company opened 201 net new studios and ended the year with 3,097 global open studios. Xponential Fitness also completed a debt refinancing, entering into a new five-year, $525 million term loan and fully repurchasing all outstanding convertible preferred stock.
- For 2026, Xponential Fitness projects total revenue between $260 million and $270 million and adjusted EBITDA between $100 million and $110 million, representing a 16% and 6% decrease year-over-year at the midpoint, respectively.
- The company expects 150-170 global net new studio openings in 2026, a 20% decrease at the midpoint from the prior year, and anticipates North America system-wide sales to range from $1.72 billion-$1.8 billion. This outlook reflects a strategic focus on prioritizing investments in new member acquisition and healthy top-line growth for franchisees.
1 day ago
Xponential Fitness, Inc. Announces Q4 and Full Year 2025 Financial Results
XPOF
Earnings
Legal Proceedings
Demand Weakening
- For Q4 2025, Xponential Fitness, Inc. reported revenue of $83.0 million, a slight decrease from the prior year, and a net loss of $45.6 million.
- For the full year 2025, revenue was $314.9 million, a 2% decrease from FY 2024, with a net loss of $53.7 million.
- Adjusted EBITDA for Q4 2025 was $22.9 million, down 26% year-over-year, and for the full year 2025 was $111.8 million, a 4% decrease from FY 2024.
- The company agreed to pay $17.0 million to the FTC over a 12-month period and finalized a $22.75 million settlement with over 500 current and former franchisees, to be paid over thirty-five months, to resolve regulatory and legal uncertainties.
- In 2025, Xponential Fitness, Inc. sold 179 franchise licenses and opened 341 gross new studios.
1 day ago
Xponential Fitness Announces Q4 and Full Year 2025 Financial Results and 2026 Outlook
XPOF
Earnings
Guidance Update
Legal Proceedings
- For the fourth quarter ended December 31, 2025, Xponential Fitness reported revenue of $83.0 million, a slight decrease from the prior year, and a net loss of $45.6 million. North America system-wide sales increased by 5% to $446.7 million.
- For the full year ended December 31, 2025, total revenue was $314.9 million, a 2% decrease from the prior year, and the company posted a net loss of $53.7 million. Adjusted EBITDA for the full year was $111.8 million, down 4% from the prior year.
- Xponential Fitness initiated its full year 2026 outlook, projecting revenue in the range of $260.0 million to $270.0 million and Adjusted EBITDA between $100.0 million and $110.0 million. North America system-wide sales are expected to be in the range of $1.72 billion to $1.80 billion.
- The company announced significant regulatory and legal developments, including an agreement to pay $17.0 million over 12 months to resolve a previously disclosed FTC investigation and a $22.75 million settlement with over 500 current and former franchisees, to be paid over 35 months.
1 day ago
Xponential Fitness Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance
XPOF
Earnings
Guidance Update
Debt Issuance
- For Q4 2025, Xponential Fitness reported revenue of $83 million, flat year-over-year, and Adjusted EBITDA of $23 million, a 26% decrease from Q4 2024, with North America Same Store Sales declining by 4%.
- For the full year 2025, the company's revenue was $315 million and Adjusted EBITDA was $112 million, representing a 2% and 4% decrease respectively compared to 2024. As of December 31, 2025, the company had 3,097 global open studios and 774,000 total members.
- Xponential Fitness provided FY 2026 guidance, projecting revenue between $260.0 million and $270.0 million and Adjusted EBITDA between $100.0 million and $110.0 million, indicating a further decline from 2025. The company also expects North America System-wide Sales between $1,720 million and $1,800 million.
- In Q4 2025, the company secured a new five-year, $525 million term loan, resulting in a Net Debt to LTM Adjusted EBITDA ratio of 4.3x as of December 31, 2025.
1 day ago
Xponential Fitness Announces Debt Refinancing and New Credit Facilities
XPOF
Debt Issuance
- Xponential Fitness, Inc. (XPOF) announced on December 8, 2025, that it has entered into a new credit agreement to refinance its existing debt.
- The new credit facilities include a $525 million five-year term loan facility and a $25 million revolving credit facility.
- Proceeds from the term loan will be used to refinance the existing credit facility in full, fund the repurchase of outstanding convertible preferred stock, and cover associated fees and expenses.
- This refinancing is expected to decrease interest payments by up to one percent if certain financial milestones are achieved, and it eliminates preferred stock that was convertible into approximately 8.2 million shares of common stock.
Dec 8, 2025, 10:27 PM
Xponential Fitness Refinances Debt and Repurchases Preferred Stock
XPOF
Debt Issuance
Share Buyback
- Xponential Fitness has entered into a new credit agreement, which includes a $525 million five-year term loan facility and a $25 million revolving credit facility.
- The proceeds from the term loan will be used to refinance the company's existing credit facility and to repurchase all outstanding convertible preferred stock.
- This refinancing is anticipated to decrease interest payments by up to one percent if certain financial milestones are achieved, and it eliminates preferred stock that was convertible into approximately 8.2 million shares of common stock.
Dec 8, 2025, 9:05 PM
Xponential Fitness Updates on Strategy, Legal Matters, and Refinancing Efforts
XPOF
Legal Proceedings
Debt Issuance
Management Change
- New CEO Mike Nuzzo has joined, and Xponential Fitness has streamlined its portfolio to five brands, shifting to a more centralized, leaner operating structure focused on sustainable growth and strong unit economics.
- Club Pilates is highlighted as a "golden goose" with strong four-wall economics and AUVs reaching $1 million, with a focus on faster unit expansion. The company is actively working to improve StretchLab's performance by adjusting its go-to-market strategy and focusing on consumer engagement, and is not looking to divest the brand.
- The SEC investigation has been closed, and the company is cooperating with the DOJ investigation. A deal is in place for a franchisee class action lawsuit.
- Xponential Fitness is pursuing a refinancing of its approximately $370 million in debt and 8 million share prep, targeting completion by year-end to secure a new five-year runway and lower capital costs.
Dec 8, 2025, 2:20 PM
Quarterly earnings call transcripts for Xponential Fitness.
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