Peloton Q2 revenue $657M (-3% YoY), adj. EBITDA $81M (+39% YoY); CFO Coddington to exit March 27

PELOTON INTERACTIVE, INC.

2026-Q2 EPS reported -$0.06 revenue$1,207,300,000

GAAP net loss $39M; Adjusted EBITDA $81M, beating guidance and up 39% YoY. Revenue $657M, $8M below guidance.
Ending paid connected fitness subs 2.661M, down 7% YoY; average workout time up 7% YoY.
Total gross margin 50.5%, up 320 bps YoY and 150 bps above guidance.
Raises FY2026 adjusted EBITDA guidance to $450-500M from prior $350-400M.
CFO Liz Coddington to step down March 27, 2026; no severance; search for successor underway.

item 2.02 item 5.02 item 7.01 item 9.01

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