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Revenue by Segment
Details revenue from franchise royalties, membership fees at corporate clubs, equipment and ancillary sales, and other streams, showing whether growth is driven by low-capital franchise expansion or by lower-margin, asset-heavy operations.Equipment has become the swing factor—large, lumpy, higher‑margin equipment sales (re‑equip and franchise placements) are driving much of the revenue and EBITDA upside, aligning with management’s +123% equipment callout and ~30% margin guidance. Franchise revenue is steady and resilient, but membership softness, elevated churn and the paused Black Card price increase mean same‑club sales are weaker than they appear. In short, strong equipment receipts and ad investments are masking underlying membership execution risk that could compress recurring revenue if recovery slows.
Date | Equipment | Franchisee-Owned Stores | Corporate-Owned Stores | National Advertising Fund |
|---|---|---|---|---|
Jun 30, 2026 | $85.58M | $102.86M | $143.86M | $32.92M |
Mar 31, 2026 | $62.15M | $102.25M | $140.62M | $32.22M |
Dec 31, 2025 | $121.21M | $98.61M | $135.61M | $20.84M |
Sep 30, 2025 | $78.84M | $92.25M | $137.83M | $21.43M |
Jun 30, 2025 | $82.23M | $96.88M | $138.99M | $22.78M |
Mar 31, 2025 | $27.81M | $93.24M | $133.67M | $21.94M |
Dec 31, 2024 | $105.12M | $89.54M | $126.31M | $19.48M |
Sep 30, 2024 | $61.70M | $82.87M | $128.13M | $19.54M |
Jun 30, 2024 | $67.69M | $87.68M | $125.47M | $20.14M |
Mar 31, 2024 | $21.62M | $84.23M | $122.38M | $19.79M |