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EBITDA by Segment
Breaks down profitability across franchising versus company-owned clubs and other business lines, highlighting which parts of Planet Fitness generate the most cash and which carry higher operating costs — a key signal of sustainable margins and where future profit growth will come from.Franchise EBITDA is the clear earnings engine—steady, sizable and driving most gains—but it’s increasingly exposed to membership momentum: Q1 net‑add shortfalls and the paused Black Card price hike (≈150bps hit to same‑club sales) threaten margin upside. Equipment has emerged as a high‑margin growth offset thanks to replacement/re‑equip tailwinds, supporting consolidated EBITDA. Rising Corporate & Other losses reflect heavier marketing, AI/CRM investments and buybacks that compress margins; watch member adds/churn and whether equipment re‑equip cadence and margins sustain the recent outperformance.
Date | Corporate & Other | Franchise | Corporate Owned Clubs | Equipment |
|---|---|---|---|---|
Jun 30, 2026 | -$9.35M | $91.74M | $57.48M | $24.33M |
Mar 31, 2026 | -$22.01M | $94.72M | $46.48M | $19.47M |
Dec 31, 2025 | -$28.51M | $82.86M | $50.16M | $36.88M |
Sep 30, 2025 | -$13.16M | $82.37M | $53.74M | $23.72M |
Jun 30, 2025 | -$27.39M | $86.50M | $56.60M | $26.43M |
Mar 31, 2025 | -$21.20M | $84.86M | $45.85M | $7.44M |
Dec 31, 2024 | -$24.51M | $74.64M | $47.24M | $29.96M |
Sep 30, 2024 | -$20.41M | $72.76M | $50.11M | $18.49M |
Jun 30, 2024 | -$18.26M | $77.41M | $49.30M | $18.57M |
Mar 31, 2024 | -$18.53M | $76.31M | $42.10M | $4.76M |