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XPOF · NYSE · Leisure

Xponential Fitness

Franchises Pilates, stretching, yoga, barre, and strength-training studios.

$5.43

After-hours close−0.00 (−0.09%)

At close$5.44(+0.83%)

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Profile

Xponential Fitness, Inc.XPOFConsumer Discretionary

Operates a franchised boutique fitness platform built around Club Pilates, StretchLab, YogaSix, Pure Barre, and BFT. Revenue is reported as one franchise business segment, with most studios in North America and an international franchise footprint.

Runs a five-brand boutique health and wellness franchise platform: Club Pilates, StretchLab, YogaSix, Pure Barre, and BFT. Franchisees and master franchisees operate the studios, while the company supplies brand systems, training, equipment channels, marketing support, and the Xponential Playbook.

The footprint is concentrated in North America, with additional international franchise agreements. Recent divestitures narrowed the portfolio toward core Pilates, assisted stretching, yoga, barre, and strength-training modalities.

Reported revenue sits in one franchise business segment rather than by brand. The model depends on franchisee economics, regulatory compliance, and durable studio-level demand.

Company facts

CEOMichael Nuzzo

ListedJul 23, 2021

ExchangeNYSE

HeadquartersIrvine, CA

CountryUnited States

Employees358

CIK0001802156

ISINUS98422X1019

Key statistics

Market cap$202.6M

EPS (ttm)−$1.47

P/E (ttm)−3.70

ROE15.2%

P/B−0.7100

P/S0.7023

Dividend yield—

Beta1.06vs XLY 0.66

Year to date −32.2% · Average volume (30d) 1.0M

Analysts

Price target, next 12 months$5.75+5.9%Median of 14 analysts · vs the Aug 28 close

ConsensusHold6 of 14 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $5.43

High$8.00+47.3%

Median$5.75+5.9%

Low$5.00−7.9%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 10, 2026	Roth Capital	Reiterate		Neutral	$7	$5
Aug 7, 2026	Robert W. Baird	Target			$15	$5.50
Aug 7, 2026	Guggenheim	Downgrade	Buy	Neutral
May 20, 2026	Northland Securities	Target				$8
May 8, 2026	Roth Capital	Target			$8	$7

Earnings

EPS

Estimate$0.10

ReportedDue Nov 5, 2026

Revenue

Estimate$63.9M

ReportedDue Nov 5, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	$0.13	$0.02	−84.1%	$64.4M	$66.0M	+2.4%	−20.91%
May 7, 2026Q1 FY26	$0.11	−$0.04	−136.4%	$63.8M	$60.7M	−4.8%	−14.37%
Feb 26, 2026Q4 FY25	−$0.03	−$0.91	−2,560.8%	$73.4M	$83.0M	+13.0%	−47.08%
Nov 6, 2025Q3 FY25	$0.14	$0.34	+142.9%	$73.4M	$78.8M	+7.4%	+1.59%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$76.9M	$76.2M	$78.8M	$83.0M	$60.7M	$66.0M
Gross profit	$51.5M	$65.7M	$57.9M	$63.6M	$51.6M	$56.2M
Operating income	$9.7M	$14.8M	$23.4M	$14.6M	$15.0M	$9.5M
Net income	−$1.9M	$1.5M	−$4.3M	−$29.6M	−$725.0K	−$4.1M
Diluted EPS	−$0.10	−$0.01	−$0.18	−$1.17	−$0.02	−$0.10
Gross margin	66.9%	86.2%	73.4%	76.7%	84.9%	85.2%
Operating margin	12.6%	19.5%	29.7%	17.6%	24.7%	14.4%

Fiscal years (4-quarter sums)FY21 $155.1M · FY22 $245.0M · FY23 $317.9M · FY24 $320.9M · FY25 $314.9M

Revenue by product · Q2 FY26

Franchise$44.0M · 58%

Franchise Marketing Fund Revenue$8.7M · 12%

Equipment Revenue$7.1M · 9%

Service, Other$5.6M · 7%

Product$5.6M · 7%

Franchise And Service Revenue$4.2M · 6%

Merchandise Revenue$542.0K · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $25.0M · Total debt $519.7M · Total assets $309.8M · Shareholders' equity −$321.4M

Dividends

No dividends on record.

Ownership

Institutions 92.78%Insiders 7.35%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 37.31M · Float 28.96M · 77.6% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Anthony Geisler	8.06M	19.00%	13D	Aug 1, 2025
Voss Capital, LLC	6.80M	18.21%	13F	Aug 14, 2026
Fund 1 Investments, LLC	4.17M	9.90%	13D	Aug 25, 2026
Jared R. Nussbaum	3.00M	9.30%	13G	Nov 14, 2024
Shay Capital LLC	2.69M	7.22%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
May 19, 2026	Voss Capital, LP	10 percent owner	+111,912	$4.71
May 20, 2026	Voss Capital, LP	10 percent owner	+29,149	$5.50