earnings
confidence high
sentiment positive
materiality 0.65
Peloton Q3 net income $26M; Adj EBITDA $126M (+41%); revenue $631M (+1%)
PELOTON INTERACTIVE, INC.
2026-Q3 EPS reported
$0.00
revenue$1,838,300,000
- GAAP net income of $26M vs loss a year ago; Adjusted EBITDA $126M, up 41% YoY.
- Total revenue $631M (+1% YoY), beating guidance midpoint by $6M.
- Ending Paid Connected Fitness Subs 2.662M, down 7.6% YoY; gross margin 51.9% (+90bps).
- Net debt reduced 70% to $173M; Free cash flow $151M, up 59% YoY.
- FY2026 revenue guidance raised to $2.42-2.44B midpoint; Adj EBITDA outlook $470-480M.