Planet Fitness Q4 Earnings Call Highlights

8 months ago 30

MarketBeat

Wed, February 25, 2026 astatine 4:17 AM CST 8 min read

Planet Fitness logo

Planet Fitness logo
  • Planet Fitness finished 2025 with astir 20.8 cardinal members and astir 2,900 clubs, reporting full-year same-club income up 6.7%, gross up 12%, adjusted EBITDA up 13%, 181 caller nine openings and 1.1 million nett caller members.

  • In Q4 the institution opened 104 clubs, delivered system-wide comps of +5.7% (corporate +6%, franchise +5.6%), achieved an all-time precocious Black Card penetration of 66.5%, and generated gross of $376.3 million with instrumentality income up 15.3%.

  • Planet Fitness ended the twelvemonth with $607 million successful cash, refinanced near-term indebtedness into a $750 million installation astatine a blended 5.4% coupon, executed a $350 million accelerated stock repurchase (part of ~$800 million returned implicit 2 years), and guided 2026 to a lower-growth twelvemonth with same-club income of 4–5%, ~180–190 caller clubs, ~9% gross maturation and ~10% adjusted EBITDA growth.

  • Interested successful Planet Fitness, Inc.? Here are 5 stocks we similar better.

  • HSAs for Gym Memberships? These 3 Fitness Stocks Could Soar

Planet Fitness (NYSE:PLNT) absorption highlighted subordinate growth, beardown same-club sales, and grounds fourth-quarter portion openings during the company’s fourth-quarter net call, portion besides outlining a 2026 outlook it characterized arsenic the “lowest maturation year” successful its three-year algorithm owed to instrumentality rhythm dynamics and the anterior merchantability of firm stores.

Chief Executive Officer Colleen Keating said the institution ended 2025 with astir 20.8 cardinal members and a planetary footprint of nearly 2,900 clubs. Keating credited 2025 show to advancement crossed the company’s 4 strategical imperatives and thanked franchisees and squad members for execution.

→ Hinge Health’s AI Moat Might Be Its Patient Movement Data

  • 3 gym stocks to currency successful connected dieters’ New Year's resolutions

For the afloat year, absorption reported:

  • Same-club income maturation of 6.7%

  • Revenue up 12%

  • Adjusted EBITDA up 13%

  • Adjusted diluted EPS up 19%

  • 181 caller nine openings and 1.1 cardinal nett caller members

Keating emphasized that maturation came during the archetypal afloat twelvemonth of the company’s caller Classic Card rank dues, which she said reinforced the brand’s worth proposition.

→ Gold and Silver Pulled Back—Here’s Why the Bull Case Is Intact

  • MarketBeat Week successful Review – 9/25 - 9/29

Keating said a cardinal operator of subordinate maturation was a absorption connected younger consumers, pointing to the company’s 2025 High School Summer Pass program. She reported that much than 3.7 cardinal teens completed much than 19 cardinal workouts, and that 8.3% of teen participants converted to paying members done year-end, an betterment versus the anterior 2 years.

Read Entire Article