Xponential Fitness 過去の業績
過去 基準チェック /06
Xponential Fitnessの収益は年間平均-8.4%の割合で減少していますが、 Hospitality業界の収益は年間 増加しています。収益は年間24.6% 14.1%割合で 増加しています。
主要情報
-8.41%
収益成長率
1.82%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 14.14% |
| 株主資本利益率 | n/a |
| ネット・マージン | -18.15% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Sep 05
XPOF: Ongoing Business Review Will Shape Reset Expectations And Potential Upside
Analysts have reduced their average price targets on Xponential Fitness by a few dollars to the mid single-digit dollar range, reflecting weaker Q2 results, lower 2026 expectations and only modest perceived upside from the ongoing review of the business. Analyst Commentary Recent research on Xponential Fitness points to a more cautious stance from Wall Street.
ナラティブ更新 • Aug 22
XPOF: Reset 2026 Outlook And Weaker Comps Will Test Deal Hopes
The analyst price target for Xponential Fitness has been revised from $6.00 to $5.00. Analysts cited weaker Q2 results, softer same-store sales, lower average unit volume (AUV) and membership, higher marketing and legal costs, and reduced expectations for 2026.分析記事 • Aug 12
Xponential Fitness, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
There's been a major selloff in Xponential Fitness, Inc. ( NYSE:XPOF ) shares in the week since it released its...
ナラティブ更新 • Aug 07
XPOF: Deal Incentive Changes Will Unlock Future Equity Value Potential
Analysts have trimmed their price expectations for Xponential Fitness, with the updated fair value estimate moving from about $9.83 to $8.00 after recent research highlighted pressured Q2 comps, a lower reset outlook, and an $8 price target tied to the potential impact of possible corporate actions on executive incentives. Analyst Commentary Recent Street research on Xponential Fitness presents a mixed picture, but there are clear pockets of optimism that focus on potential corporate actions and equity value realization for current executives.ナラティブ更新 • Jun 29
XPOF: Higher Discount Rates Will Test Deal Hopes And Margin Assumptions
Analysts have lowered their average price target for Xponential Fitness to $6 from $8, citing higher discount rates and softer revenue growth expectations. These factors are only partly offset by firmer profit margin and P/E assumptions, while recent research also highlights potential value from a possible change of control transaction.ナラティブ更新 • Jun 15
XPOF: Reset Plan And Deal Incentives Will Unlock Brand Value Potential
Analysts now peg Xponential Fitness' fair value at approximately $9.83 per share, down from about $10.00. This reflects slightly lower modeled revenue growth, a modestly higher profit margin outlook, a reduced future P/E assumption, and recent Street research that includes both target cuts and an $8 price target tied to potential deal activity.ナラティブ更新 • Jun 01
XPOF: Revised Incentives And Deal Review Will Reshape 2026 Reset
Narrative Update Analysts have trimmed their average price target on Xponential Fitness by $1 to $8, reflecting updated views that weigh slower revenue growth against higher expected profit margins and the potential value of a near term transaction under the company’s revised executive incentive structure. Analyst Commentary Recent research on Xponential Fitness highlights a split view, with bullish analysts focusing on potential corporate actions and margin improvement, while more cautious analysts focus on operating trends and execution risk.ナラティブ更新 • 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 AlphaSeeking 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...
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...収支内訳
収支内訳
Xponential Fitness の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 288 | -52 | 110 | 0 |
| 31 Mar 26 | 299 | -48 | 114 | 0 |
| 31 Dec 25 | 315 | -51 | 118 | 0 |
| 30 Sep 25 | 315 | -55 | 131 | 0 |
| 30 Jun 25 | 317 | -58 | 133 | 0 |
| 31 Mar 25 | 318 | -68 | 121 | 0 |
| 31 Dec 24 | 320 | -73 | 122 | 0 |
| 30 Sep 24 | 327 | -28 | 133 | 0 |
| 30 Jun 24 | 327 | 11 | 141 | 0 |
| 31 Mar 24 | 327 | 68 | 143 | 0 |
| 31 Dec 23 | 318 | 34 | 149 | 0 |
| 30 Sep 23 | 300 | 5 | 138 | 0 |
| 30 Jun 23 | 283 | -64 | 129 | 0 |
| 31 Mar 23 | 265 | -26 | 119 | 0 |
| 31 Dec 22 | 243 | -22 | 116 | 0 |
| 30 Sep 22 | 223 | -48 | 114 | 0 |
| 30 Jun 22 | 200 | -17 | 109 | 0 |
| 31 Mar 22 | 176 | -98 | 105 | 0 |
| 31 Dec 21 | 155 | -64 | 88 | 0 |
| 30 Sep 21 | 133 | -13 | 73 | 0 |
| 30 Jun 21 | 118 | -7 | 66 | 0 |
| 31 Mar 21 | 104 | -16 | 63 | 0 |
| 31 Dec 20 | 107 | -14 | 58 | 0 |
| 31 Dec 19 | 129 | -37 | 75 | 0 |
| 31 Dec 18 | 59 | -42 | 44 | 0 |
質の高い収益: XPOFは現在利益が出ていません。
利益率の向上: XPOFは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: XPOFは利益が出ておらず、過去 5 年間で損失は年間8.4%の割合で増加しています。
成長の加速: XPOFの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: XPOFは利益が出ていないため、過去 1 年間の収益成長をHospitality業界 ( 21.8% ) と比較することは困難です。
株主資本利益率
高いROE: XPOFの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/09 09:32 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 8 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。15
| アナリスト | 機関 |
|---|---|
| Jonathan Komp | Baird |
| Alexander Perry | BofA Global Research |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |