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EarningsQ2 2026 Earnings Report
XPOF Q2 2026 EPS Results
Actual EPS$0.02
Consensus EPS$0.13
Beat/MissMissed by -$0.11
One Year Ago EPS$0.26
XPOF Q2 2026 Revenue Results
Actual Revenue$65.97M
Expected Revenue$64.42M
Beat/MissBeat by +$1.55M
YoY Revenue Growth-13.44%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeAfter Close
Conference CallThursday, August 6, 2026
XPOF Upcoming Earnings
Xponential Fitness's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
XPOF Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Negative
The call highlighted continued unit growth, a substantial development pipeline, improved member retention, active digital and operational initiatives, and ongoing franchise partnerships. However, material near-term headwinds were emphasized: same-store sales comps deteriorated (-6.8% in Q2), consolidated revenue declined -13% YoY, merchandise execution and revenue recognition changes weighed on results, adjusted EBITDA fell -22%, cash decreased and debt increased, and management lowered full-year guidance. While management has clear plans (digital upgrades, remodels, AI/CRM pilots, strategic partnerships) and regulatory issues are largely resolved, the magnitude and number of operational and financial setbacks communicated on the call indicate that the lowlights outweigh the highlights in the near term.Company Guidance
Net Unit Growth and Scale
Opened 67 gross new studios in Q2 (47 North America, 20 international); net unit growth of +16 domestic and +12 international in Q2; year-to-date net units +39 domestic and +29 international; total open studios 3,165 globally.
Strong Pipeline and Franchise Commitments
More than 690 North America licenses contractually obligated to open and 730 international master franchise obligations; company expects ~150 net new global studio openings for full-year 2026; announced Spartan Fitness partnership to open 117 Club Pilates studios over six years.
Brand Engagement and Strategic Partnerships
Pure Barre 25th anniversary event drove >1.8 million social views and hosted 211 stakeholders; Club Pilates partnered with Starbucks for a Starbucks protein coffee promotion reaching ~120,000 Starbucks and Pepsi employees.
Member Retention Improvement
Total company member retention improved +28 basis points year-over-year in Q2, reflecting member loyalty across brands.
Digital & Product Initiatives Underway
Launched new StretchLab digital experience (July); Club Pilates website redesign in development for Q3; expanded Club Pilates remodel program and implemented AI/SEO and AI-enabled CRM pilot initiatives aimed at improving organic leads and lead-to-membership conversion.
Positive System-Level Sales Trend (North America)
North America system-wide sales of $437 million were flat year-over-year, indicating new studio openings offset same-store declines at the system level.
Adjusted EBITDA Still Positive
Q2 adjusted EBITDA of $21.9 million (margin 33%), demonstrating ongoing profitability at an adjusted level despite YoY pressure.
Regulatory Matters Largely Resolved
Management reported significant progress resolving regulatory matters, allowing renewed focus on operations and growth; franchise disclosure documents substantially refreshed.
XPOF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed