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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Xponential Fitness
Xponential Fitness (XPOF) investor relations material
Xponential Fitness Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $62.3M, down 21% YoY; Adjusted EBITDA was $24.3M, down 27%, while net income was $4.9M versus a $6.7M loss.
The global network had 3,185 studios open and 775K members at September 30, 2026.
Priorities include improving franchisee and studio economics, disciplined expansion, stronger financial performance, and an elevated member experience.
Financial highlights
Q3 operating income rose to $19.5M from $3.6M; diluted GAAP EPS was $0.10 versus a loss per share of $0.18.
Adjusted net income was $2.2M versus $19.3M; adjusted diluted EPS was $0.04 versus $0.34.
Nine-month revenue was $188.9M versus $231.9M; Adjusted EBITDA was $66.7M versus $88.9M.
Q3 franchise revenue fell 16% to $43.4M, equipment revenue fell 42% to $4.3M, and merchandise revenue fell 92% to $0.4M.
Outlook and guidance
FY26 revenue guidance remained $250M–$260M and Adjusted EBITDA guidance $91M–$94M; EBITDA guidance narrowed from $91M–$97M.
FY26 net new studio openings guidance was 124–130, reduced from 150; the midpoint was 37% below 2025.
FY26 North America systemwide sales guidance remained $1.70B–$1.75B, with the midpoint 1% below 2025.
Club Pilates’ long-term objective is more than 2,000 locations within five years, with responsible development and sustainable unit economics prioritized.
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Latest events from Xponential Fitness
- Q2 2026 revenue dropped 13% with a net loss; guidance cut amid restructuring and legal costs.XPOF
Q2 2026 - Directors and auditor were approved; no stockholder questions were submitted.XPOFAGM 2026
- Q1 2026 revenue dropped 21% as system-wide sales rose 2% and 2026 guidance was reaffirmed.XPOFQ1 2026
- Virtual 2026 meeting to elect directors, ratify auditor, and address governance and compensation.XPOFProxy filing
- Operational focus and strategic shifts drive growth, with Club Pilates leading and legal issues waning.XPOF47th Annual Raymond James Institutional Investor Conference
- System-wide sales rose 13% to $1.75B in 2025, but 2026 guidance is cautious on growth.XPOFQ4 2025
- Q2 net loss and revenue decline led to lower 2024 outlook amid regulatory and retail headwinds.XPOFQ2 2024
- Targeting double-digit growth, margin expansion, and global franchise leadership.XPOFInvestor Day 2025
- System-wide sales up 18%, but revenue and EBITDA declined; 2025 outlook steady.XPOFQ1 2025
Next Xponential Fitness earnings date
Q4 202625 Feb, 2027
Xponential Fitness
Next Xponential Fitness earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Xponential Fitness Inc is a franchisor of boutique fitness brands offering a range of wellness and exercise programs. The company’s portfolio includes studios specializing in pilates, cycling, rowing, dance, and yoga, among others. It supports franchisees through marketing, technology, and operational infrastructure. Xponential Fitness Inc is headquartered in Irvine, California, and its shares are listed on the NYSE.