Xponential Fitness, Inc.

NYSE:XPOF 株式レポート

時価総額：US$269.0m

Xponential Fitness 将来の成長

Future 基準チェック /36

Xponential Fitnessの収益は年間1.3%で減少すると予測されていますが、年間利益は年間108.3%で増加すると予想されています。EPS は年間144.6%で増加すると予想されています。

主要情報

108.3%

収益成長率

144.58%

EPS成長率

Hospitality 収益成長18.4%
収益成長率-1.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 13

XPOF: Reset Plan And Franchise Backlog Conversion Will Unlock Brand Value Potential

Analysts have nudged the average price target for Xponential Fitness to $10.00, reflecting updated views that factor in modest revenue growth assumptions, slightly higher profit margins, and a higher future P/E multiple, even as several firms recently adjusted their targets and ratings to account for weaker same store sales, slower franchise backlog conversion, and near term operational challenges. Analyst Commentary Recent research has been mixed for Xponential Fitness, but there are a few clear positive threads that bullish analysts keep coming back to, even as they adjust models for softer comps, slower franchise conversion, and higher leverage.
ナラティブの更新 • Apr 21

XPOF: Franchise Reset And Marketing Investment Will Unlock Brand Value Potential

Analysts have reset the narrative fair value on Xponential Fitness from $14.35 to $10.00. This reflects a lower assumed future P/E multiple alongside mixed research commentary that balances sector tailwinds with company-specific comp pressure, slower franchise conversion, and an investment-heavy period ahead.
ナラティブの更新 • Apr 07

XPOF: Activist Pressure And Franchise Reset May Unlock Long Term Brand Value

Analysts have reduced the fair value estimate for Xponential Fitness from $19.39 to $14.35, as recent research highlights softer revenue expectations, lower profit margins, higher required returns, and more conservative P/E assumptions amid operational and same store sales headwinds. Analyst Commentary Recent Street research on Xponential Fitness reflects a mixed backdrop, with several firms reducing price targets and ratings as they reassess same store sales trends, operational execution, and leverage on the balance sheet.
ナラティブの更新 • Mar 24

XPOF: 2026 Investment Year Reset Will Prioritize Healthier Member Acquisition

The updated analyst price target for Xponential Fitness edges down from about $8.55 to roughly $8.39, as analysts factor in softer same store sales trends, slower conversion of the franchise backlog, weaker 2026 guidance, and an investment year ahead, while still acknowledging supportive fitness industry demand and brand value at Club Pilates. Analyst Commentary Recent research on Xponential Fitness highlights a split view, with some analysts focused on brand strength and long term potential, while others are more focused on near term execution risks and guidance.
ナラティブの更新 • Mar 09

XPOF: Asset Light Model Will Rely On 2026 Investment Year Reset

The updated analyst price target for Xponential Fitness has been reduced from $10.90 to $8.55. Analysts attribute this change to lower expectations for comparable sales, weaker guidance, higher discount rates, and a planned investment-focused year in 2026.
ナラティブの更新 • Feb 23

XPOF: Asset Light Fitness Model Will Benefit From Stable Long Term Assumptions

Analysts have maintained their $10.90 price target for Xponential Fitness, making only slight adjustments to the discount rate and future P/E assumptions. They continue to view the current fair value as consistent with their updated risk and earnings outlook.
ナラティブの更新 • Feb 09

XPOF: Wellness Demand Will Test Stable Outlook And Margin Assumptions

Analysts have modestly adjusted their price targets for Xponential Fitness, citing slightly different assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Together, these factors support an updated fair value of about US$8.00 per share compared with the prior US$8.00 view.
分析記事 • Feb 03

Why We Like The Returns At Xponential Fitness (NYSE:XPOF)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
ナラティブの更新 • Jan 25

XPOF: Wellness Demand Will Face Adjusted Guidance And Margin Execution Tests

Analysts have trimmed their price target for Xponential Fitness to US$8.00 from US$8.00, citing updated assumptions around revenue growth, profit margin, and a higher future P/E multiple. What's in the News Xponential Fitness reiterated earnings guidance for the year ending December 31, 2025, with expected revenue in the range of US$300.0 million to US$310.0 million (Key Developments).
ナラティブの更新 • Jan 10

XPOF: Asset Light Fitness Model Will Capture Rising Wellness Prioritization

Analysts held their fair value view on Xponential Fitness steady around $10.90 while refining assumptions on discount rate, margins and future P/E. They point to UBS's new Neutral rating with an $8 price target and focus on scalable, asset light fitness models as a key reason for the pricing update at the Street level.
ナラティブの更新 • Dec 25

XPOF: Wellness Demand Will Meet Execution And Profitability Tests Ahead

Analysts have modestly reduced their price target on Xponential Fitness to $8.00 from $9.00. This change reflects a lower fair value and tempered expectations for revenue growth and profitability, even as they still see support from broader consumer shifts toward scalable, health and wellness focused fitness models.
分析記事 • Dec 14

Improved Revenues Required Before Xponential Fitness, Inc. (NYSE:XPOF) Stock's 31% Jump Looks Justified

Those holding Xponential Fitness, Inc. ( NYSE:XPOF ) shares would be relieved that the share price has rebounded 31% in...
ナラティブの更新 • Dec 11

XPOF: Asset-Light Model Will Benefit From Rising Health And Wellness Prioritization

Analysts have modestly raised their price target on Xponential Fitness to $8.00, citing expectations for faster revenue growth and a lower perceived risk profile, despite slightly softer long term margin assumptions. Analyst Commentary Analysts view Xponential Fitness as a direct beneficiary of accelerating consumer prioritization of health and wellness, particularly among younger demographics, but see execution and business model risks that temper near term enthusiasm.
ナラティブの更新 • Nov 27

XPOF: Durable Asset-Light Model Will Capture Growing US Health Priority Trend

Analysts have slightly reduced their fair value estimate for Xponential Fitness from $11.10 to $10.90, citing changing consumer priorities and a cautious outlook on scalable and asset-light fitness models. Analyst Commentary Analysts have provided a balanced perspective on Xponential Fitness, reflecting both optimism about industry trends and caution about potential challenges.
ナラティブの更新 • Nov 11

XPOF: Expanded Health Prioritization Will Drive Member Growth in Coming Years

Analysts have lowered their fair value estimate for Xponential Fitness from $12.33 to $11.10 per share, citing evolving consumer health priorities and an uncertain near-term growth outlook. Analyst Commentary Recent analyst evaluations reflect a balanced view on Xponential Fitness, emphasizing both growth opportunities and structural challenges facing the company.
Seeking Alpha • Sep 28

Xponential Fitness: Despite Being Cheap, Certain Risks Make This A Challenge

Summary Xponential Fitness operates as a major franchisor of boutique health and wellness brands, showing strong revenue and studio growth. Despite top-line expansion, XPOF faces bottom-line volatility, rising net debt, and ongoing government investigations impacting its financial performance. XPOF trades at attractive valuation multiples compared to peers like PLNT and LTH, making it appealing from a value perspective. Given profitability concerns and regulatory risks, I rate XPOF as a 'hold' and recommend a cautious approach for now. Read the full article on Seeking Alpha
ナラティブの更新 • Aug 08

International Expansion Will Capture Rising Wellness Demand

Despite improved regulatory clarity and expectations for stronger growth execution and market share gains, Xponential Fitness’s consensus analyst price target has been revised downward from $13.78 to $12.67. Analyst Commentary Recent no-action decision from the SEC investigation removes a significant uncertainty overhang.
分析記事 • Jun 18

Why The 25% Return On Capital At Xponential Fitness (NYSE:XPOF) Should Have Your Attention

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 • May 14

Xponential Fitness, Inc. (NYSE:XPOF) Held Back By Insufficient Growth Even After Shares Climb 28%

Those holding Xponential Fitness, Inc. ( NYSE:XPOF ) shares would be relieved that the share price has rebounded 28% in...
分析記事 • May 11

Xponential Fitness, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Last week, you might have seen that Xponential Fitness, Inc. ( NYSE:XPOF ) released its first-quarter result to the...
Seeking Alpha • Apr 24

Xponential Fitness: Despite Negatives, All Is Not Lost

Summary Xponential Fitness' Club Pilates is highly valuable, initially undervalued due to a short report and regulatory issues, now showing potential for growth with new management. Regulatory issues are clearing, with California's inquiry resolved and positive signs from the SEC, prompting an increased investment position in Q1. Despite disappointing earnings and guidance, Club Pilates performs well, and management is considering divesting underperforming brands, suggesting potential future positive developments. The upcoming investor day in May hints at good news, but the mistake was increasing the position based on regulatory rather than operational improvements. Read the full article on Seeking Alpha
Seeking Alpha • Mar 29

Xponential Fitness: Why I Bought More

Summary Xponential Fitness reported Q4 '24 post-market on March 13th, with shares declining 40%. The company also announced that they restated their 2023 financials. This quarter was about taking a medicine once for historical missteps, and it was the new CEO's first full quarter, as he came on only in June of 2024. With the new CEO's experience at Adidas and Taco Bell and a new management team, I believe the company can expand internationally and achieve healthy franchisor economics. Read the full article on Seeking Alpha
分析記事 • Mar 09

Xponential Fitness, Inc.'s (NYSE:XPOF) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have had a horrible month, losing 27% after a relatively good period...
分析記事 • Feb 27

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Jan 23

Subdued Growth No Barrier To Xponential Fitness, Inc. (NYSE:XPOF) With Shares Advancing 27%

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have continued their recent momentum with a 27% gain in the last month...
分析記事 • Nov 26

What Xponential Fitness, Inc.'s (NYSE:XPOF) 26% Share Price Gain Is Not Telling You

Xponential Fitness, Inc. ( NYSE:XPOF ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha • Nov 18

Xponential Fitness: An Exercise In Judging Management Potential

Summary Xponential Fitness had a troublesome 2023, but the latter half of 2024 has changed the narrative of this ticker. In June of this year, Mark King was hired as the new CEO. Mark, previously of Adidas North America and Taco Bell, profitably grew both brands. I believe he is poised to do the same in his new position, and he is actively hiring a new management team. While the shares are up since the announcement of the new CEO, I believe significant upside potential remains. Read the full article on Seeking Alpha
分析記事 • Nov 10

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
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新しいナラティブ • Sep 24

Mark King's Leadership And Strategic Shifts Set To Propel Business Growth And Profitability

Mark King's appointment as CEO suggests strategic shifts aimed at operational improvements and business growth, without mentioning specific performance metrics.
分析記事 • Aug 28

Xponential Fitness, Inc.'s (NYSE:XPOF) Popularity With Investors Under Threat As Stock Sinks 25%

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have retraced a considerable 25% in the last month, reversing a fair...
分析記事 • Aug 09

Returns Are Gaining Momentum At Xponential Fitness (NYSE:XPOF)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Jul 26

Xponential Fitness: Asymmetrical Reward Payoff At Current Valuations

Summary Xponential Fitness is a global franchisor of boutique fitness brands with diversified revenue streams. The company's differentiated model and competitive advantages drive top-line growth and higher margins vs. peers. XPOF's attractive economics, >90% FCF conversion, and extensive growth runway imply an intrinsic value of $32/share. Read the full article on Seeking Alpha
分析記事 • Jul 05

Xponential Fitness, Inc.'s (NYSE:XPOF) Shares Climb 70% But Its Business Is Yet to Catch Up

Xponential Fitness, Inc. ( NYSE:XPOF ) shares have had a really impressive month, gaining 70% after a shaky period...
Seeking Alpha • Jun 12

Optimist Fund - Xponential Fitness: Worth Significantly More Than The Current Price

Summary Xponential Fitness is a leading franchisor in the boutique fitness sector with brands like Club Pilates, Stretch Lab, and Pure Barre. CEO Anthony Geisler has a successful track record in growing boutique fitness brands, with Xponential Fitness currently valued at around $100 million. Despite a short report criticizing the company, Xponential Fitness is seen as a high-quality business with strong financial performance and potential for significant growth, offering a potential 275% return on investment in the next 2 years. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:XPOF - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202829832N/AN/A2
12/31/20272792231419
12/31/202626416-7-310
3/31/2026299-48-41N/A
12/31/2025315-512328N/A
9/30/2025315-551418N/A
6/30/2025317-58914N/A
3/31/2025318-68915N/A
12/31/2024320-73512N/A
9/30/2024327-28-15N/A
6/30/20243271108N/A
3/31/2024327681624N/A
12/31/2023318342333N/A
9/30/202330054052N/A
6/30/2023283-643956N/A
3/31/2023265-264460N/A
12/31/2022243-223652N/A
9/30/2022223-483448N/A
6/30/2022200-173340N/A
3/31/2022176-981218N/A
12/31/2021155-64914N/A
9/30/2021133-1327N/A
6/30/2021118-705N/A
3/31/2021104-16-7-2N/A
12/31/2020107-14-5-1N/A
12/31/2019129-37N/A2N/A
12/31/201859-42N/A1N/A

アナリストによる今後の成長予測

収入対貯蓄率: XPOFは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: XPOF今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: XPOF今後 3 年以内に収益を上げることが予想されます。

収益対市場: XPOFの収益は今後 3 年間で減少すると予想されています (年間-1.3% )。

高い収益成長: XPOFの収益は今後 3 年間で減少すると予測されています (年間-1.3% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: XPOFの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 10:27
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Xponential Fitness, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Jonathan KompBaird
Alexander PerryBofA Global Research
Jeffrey Van SinderenB. Riley Securities, Inc.