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Xponential Fitness, Inc.

Xponential Fitness, Inc.

NYSE•XPOF
CEO: Mr. John P. Meloun
Sector: Consumer Cyclical
Industry: Leisure
Listing Date: 2021-07-23
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness franchisor in North America. It offers pilates, indoor cycling, barre, stretching, rowing, dancing, boxing, running, functional training, and yoga services under the Club Pilates, Pure Barre, CycleBar, StretchLab, Row House, YogaSix, Rumble, AKT, Stride, and BFT brands. Xponential Fitness, Inc. was founded in 2017 and is headquartered in Irvine, California.
Contact Information
17877 Von Karman Avenue, Suite 100, Irvine, CA, 92614, United States
949-346-3000
www.xponential.com
Market Cap
$281.58M
P/E (TTM)
-6.1
30.1
Dividend Yield
--
52W High
$18.87
52W Low
$5.38
52W Range
19%
Rank61Top 91.5%
2.0
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025

Financial Dashboard

Q3 2025 Data

Revenue

$78.82M-2.07%
4-Quarter Trend

EPS

-$0.18-37.93%
4-Quarter Trend

FCF

$7.80M+162.72%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Franchise Revenue Growth Franchise revenue reached $141.1M (9M 2025), marking a 9.2% increase compared to the prior year period results.
Net Loss Significantly Reduced Net loss attributable to XPO Inc. narrowed to $(8.1)M (9M 2025) from $(36.2)M reported previously for the nine months.
Adjusted EBITDA Improvement Adjusted EBITDA reached $88.9M (9M 2025), showing 4.1% growth over the comparable prior period results for nine months.
Cash Flow Generation Increased Cash provided by operations totaled $17.6M (9M 2025), increasing $6.7M year-over-year for the nine months period.

Risk Factors

Goodwill Impairment Charges $32.4M goodwill and asset impairment recognized (9M 2025), driven by BFT and Lindora reporting unit reviews.
Equipment Revenue Decline Equipment revenue dropped 32.4% to $28.1M (9M 2025) due to fewer global equipment installations compared to prior year.
Restructuring Costs Expected Expecting $7.3M to $11.0M in additional restructuring charges throughout 2025 primarily related to company-owned studio exits.
License Development Delays Approximately 40% of global license obligations are over 12 months behind schedule, potentially increasing future terminations.

Outlook

New CEO Appointment Mike Nuzzo appointed Chief Executive Officer effective August 7, 2025, succeeding retiring CEO Mark King.
Brand Portfolio Streamlining Divested Lindora, CycleBar, and Rumble brands to better focus resources on core health and wellness offerings.
Retail Outsourcing Initiative Retail merchandising outsourced via agreement with Fit Commerce, effective December 1, 2025, shifting internal management.
Restructuring Savings Target Restructuring plan estimates annualized savings between $13.5M and $15.5M upon completion throughout the remainder of 2025.

Peer Comparison

Revenue (TTM)

1-800-FLOWERS.COM, Inc.FLWS
$1.66B
-8.1%
Fossil Group, Inc.FOSL
$1.07B
-12.9%
Funko, Inc.FNKO
$928.84M
-11.3%

Gross Margin (Latest Quarter)

Xponential Fitness, Inc.XPOF
104.1%
+39.3pp
Denny's CorporationDENN
76.3%
+44.2pp
WW International, Inc.WW
72.6%
+5.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DENN$321.87M31.8-29.7%82.8%
FLWS$283.94M-1.3-67.4%44.6%
WW$282.83M0.3-272.6%0.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.0%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Mar 12, 2026
|
EPS:-$0.03
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|
    Revenue: $78.82M-2.1%
    |
    EPS: $-0.18-37.9%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 8, 2025|
    Revenue: $76.21M-0.4%
    |
    EPS: $-0.01-96.1%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 9, 2025|
    Revenue: $76.88M-3.3%
    |
    EPS: $-0.10-68.0%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 14, 2025|
    Revenue: $320.35M+0.8%
    |
    EPS: $-2.27-310.2%
    Miss

  • Form 10-Q/A - Q1 2023

    Period End: Mar 31, 2023|Filed: Nov 26, 2024|
    Revenue: $70.69M+40.4%
    |
    EPS: $-0.49-26.9%
    Miss

  • Form 10-K/A - FY 2022

    Period End: Dec 31, 2022|Filed: Nov 26, 2024|
    Revenue: $243.20M+56.8%
    |
    EPS: $-0.87+67.4%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $80.49M+0.1%
    |
    EPS: $-0.29-53.2%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 5, 2024|
    Revenue: $76.52M-1.1%
    |
    EPS: $-0.29-120.1%
    Miss