earnings
confidence high
sentiment positive
materiality 0.80
Peloton reports first full-year net profit; FY26 revenue $2.446B, Adj. EBITDA $468M
PELOTON INTERACTIVE, INC.
- Q4 revenue $608M (+$1M YoY); FY26 revenue $2.446B, $6M above guidance.
- GAAP net income $62M in Q4, $63M for FY26; first full year of net profitability.
- Adjusted EBITDA $142M in Q4, $468M for FY26 (+16% YoY); Free Cash Flow $378M.
- Ending paid connected fitness subs 2.553M, down 8.8% YoY; within guidance.
- Acquired Skōp (Connected Pilates); plans to double microstore fleet in FY27.