earnings
confidence high
sentiment negative
materiality 0.80
Xponential Fitness Q4 net loss $45.6M; settles FTC probe for $17M; 2026 outlook weak
Xponential Fitness, Inc.
2025-FY EPS
reported -$1.47
vs consensus -$0.02
▼ miss
(-6551.6%)
- Q4 revenue $83.0M (flat YoY); net loss $45.6M vs $62.5M loss; Adj. EBITDA $22.9M, down 26%
- Full year revenue $314.9M (-2%); system-wide sales $1.75B (+13%); same-store sales +0.5% vs +7%
- Full year net loss $53.7M; Adj. EBITDA $111.8M, down from $116.2M; cash flow from ops $28.3M
- Agreed to $17M FTC settlement (12-month payout); $22.75M franchisee settlement (35-month payout)
- 2026 outlook: net new studios 150-170; revenue $260-270M; Adj. EBITDA $100-110M, down 6% at midpoint
item 2.02item 9.01