PLNT
Planet Fitness, Inc.109.56
-0.32-0.29%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details transitory headwinds
Q&A framed 2026 as the 3-year algorithm's lowest-growth year, blaming known equipment cycles and California club sales for ~300bps revenue drag, while downplaying January storms hitting 2,000 clubs and attrition spikes as transitory and now normalized. Black Card pricing details emerged: post-peak-season rollout around Q3, fueling 75% of 4-5% comps from rate. Rejoins hit 34.8% in Q4; AI tools from NAF shift eyed for joins. Analysts probed comp slowdown; management cited lapping online management and back-loaded new-club comp entry. Guidance conservative. Momentum intact.
Key Stats
Market Cap
9.23BP/E (TTM)
44.90Basic EPS (TTM)
2.44Dividend Yield
0%Recent Filings
8-K
CFO Stasz exits; Fitzgerald interim
Planet Fitness announced CFO Jay Stasz's departure effective March 9, 2026, with no disputes over financials. Tom Fitzgerald, prior CFO through 2024, steps in as interim CFO under a 6-month agreement at $250,000 monthly, ineligible for severance policy. Company launches search for permanent replacement; reaffirms 2026 guidance. Smooth transition taps proven insider.
10-K
FY2025 results
Planet Fitness drove FY2025 revenues to $1.3B, up 12% y/y, with franchise royalties climbing 10% on 6.8% same-club sales growth across 2,604 franchise clubs while corporate clubs posted 6% same-club gains. Q4 accelerated the momentum, fueling system-wide sales to $5.3B and membership to 20.8M, including 66.5% PF Black Card penetration—up from 62.6% in 2021. Corporate clubs delivered 37.8% Segment Adjusted EBITDA margins; franchisees matched ~35% royalty-adjusted. $500M share repurchases retired 4M+ shares. Debt stands at $2.5B post-refinancing, with $412M cash. Franchisee actions could erode royalties.
8-K
Crushed 2025 revenue, membership
Planet Fitness crushed 2025 with revenue up 12.1% to $1.3B, system-wide same club sales rising 6.7%, and 181 new clubs opened, hitting 2,896 total. Net income attributable soared to $219.1M from $172.0M, while adding 1.1M members post-price hike. Growth powers on. 2026 eyes 9% revenue gain, 10% Adjusted EBITDA bump.
8-K
Appoints Beard to board
Planet Fitness expanded its board from eight to nine members, appointing Steve Beard, Chairman and CEO of Covista Inc., as independent Class II director effective February 9, 2026. Beard, who transformed Covista into America's largest healthcare educator, brings expertise in strategy, operations, and governance. He received 368 restricted stock units worth $33,746, prorated for the year. Beard adds fresh perspectives amid rising health focus.
8-K
20.8M members, 6.7% sales growth
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