secwatch.observer — SEC 8-K summary
======================================

Issuer:     Xponential Fitness, Inc. (XPOF)
CIK:        0001802156
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001193125-26-076678
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Xponential Fitness Q4 net loss $45.6M; settles FTC probe for $17M; 2026 outlook weak
--------------------------------------------------------------------------------

- 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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1802156/000119312526076678/0001193125-26-076678-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1802156/000119312526076678/d102623d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-076678

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer