XPOF

Xponential Fitness, Inc. (XPOF) Q3 2026 Earnings Call Transcript

Xponential Fitness remains a "Sell" as revenue, profits, and same-store sales continue to decline sharply. Despite a cheap valuation, deteriorating fundamentals and lowered guidance outweigh any potential upside for XPOF at this time. Management is taking steps to boost sales, but the near-term outlook remains negative with net leverage at 5.21x and net debt rising.

IRVINE, Calif.--(BUSINESS WIRE)--Xponential Fitness, Inc. (NYSE: XPOF) (“Xponential” or the “Company”), one of the leading global franchisors of boutique health and wellness brands, today announced that the Company's Board of Directors (the “Board”) has adopted a limited-duration stockholder rights plan (the “Rights Plan”). As previously announced, the Company's Board has initiated a review of strategic alternatives to maximize stockholder value. The review remains ongoing and is being led by t.

Xponential Fitness Inc. (NYSE:XPOF) faces lower UBS forecasts and a $4.50 price target, down from $7, after weaker sales prompted management to cut guidance. Management's revised guidance puts financial year 2026 revenue at $250 million to $260 million and EBITDA at $91 million to $97 million.

Xponential Fitness, Inc. (XPOF) Q2 2026 Earnings Call Transcript

Xponential Fitness faces deteriorating fundamentals, with revenue and studio openings declining and leverage rising despite recent brand divestitures. Regulatory settlements totaling over $43 million and reputational damage have constrained XPOF's ability to open new locations in key states. Management expects 2026 revenue of $260–$270 million, down from $314.9 million, and EBITDA to fall to $100–$110 million.

IRVINE, Calif.--(BUSINESS WIRE)--Xponential Fitness, Inc. (NYSE: XPOF) (“Xponential” or the “Company”), one of the leading global franchisors of boutique health and wellness brands, today announced that it will release its second quarter 2026 financial results on Thursday, August 6, 2026, after the market closes. Xponential Fitness management will host a conference call to discuss the results the same day at 1:30 p.m. PT / 4:30 p.m. ET. To access the event by telephone, please dial +1 (877) 407.

IRVINE, Calif.--(BUSINESS WIRE)--Xponential Fitness, Inc. (NYSE: XPOF) (“Xponential” or the “Company”), one of the leading global franchisors of boutique health and wellness brands, announced today that its Board of Directors has appointed Danielle Porto Parra as President, effective immediately. Danielle is a seasoned operational leader with over 20 years of experience building and scaling high-performing brands. She brings deep expertise across marketing, operations, product development, and.

Xponential Fitness (XPOF) trades at just 6.5x forward EV/EBITDA, pressured by expensive debt and legal settlements despite strong Club Pilates assets. A strategic review, board changes, and Voss Capital's activism increase the likelihood of a sale or asset monetization within 12 months. DCF analysis suggests XPOF is 56% undervalued, with a conservative $8.00 intrinsic value giving a substantial margin of safety.

Xponential Fitness, Inc. (XPOF) Q1 2026 Earnings Call Transcript