Xponential Fitness, Inc.
No SEC Form 4 filings for $XPOF in the last 30 days.
Xponential Fitness (NYSE: XPOF) shares fell about 22.5% after its Q2 adjusted EPS of $0.02 missed consensus near $0.13 and the company cut full-year guidance. Revenue was about $66M, down 13% YoY, with same-store sales down 6.8%. FY 2026 revenue guidance was lowered to $250–$260M and adjusted EBITDA to $91–$97M.
Xponential Fitness (XPOF) shares fell about 22% in pre-open after Q2 2026 results missed profitability expectations. Revenue was $66M vs $64.43M consensus, but adjusted EPS was $0.02, about 83% below the $0.12 forecast. Adjusted EBITDA fell 22% to $21.9M. Management cut FY 2026 revenue to $250–$260M and EBITDA to $91–$97M, and Guggenheim downgraded the stock.
Xponential Fitness, Inc. (XPOF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d328551dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Xponential Fitness, Inc. Announces Second Quarter 2026 Financial Results - North America system-wide sales 1 of $437.3 million were flat year-over-year - Opened 67 gross new studios and sold 53 franchise licenses in Q2 2026
Over the past 7 days, alphai's AI scored 4 news stories mentioning XPOF (Xponential Fitness, Inc.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 3 bearish.
Recent XPOF coverage spans financial news, earnings and sector analysis.
The guidance cut plus same-store sales weakness likely drives near-term multiple compression and raises downside risk to FY unit economics.
The guidance reset and profitability miss are likely to drive further downside as investors reprice 2026 margin and growth assumptions.
Guidance cut and weaker Q2 profitability raise downside risk to franchise growth and margin trajectory.
This is an earnings preview built around recent underperformance and consensus expectations for another year-over-year revenue decline.
New agency-of-record and disclosed marketing spend outlook can shift near-term marketing execution and budget allocation.
alphai scores every news story that mentions XPOF with an AI model for sentiment and relevance, and aggregates insider trades from Xponential Fitness, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Xponential Fitness (NYSE: XPOF) shares fell about 22.5% after its Q2 adjusted EPS of $0.02 missed consensus near $0.13 and the company cut full-year guidance. Revenue was about $66M, down 13% YoY, with same-store sales down 6.8%. FY 2026 revenue guidance was lowered to $250–$260M and adjusted EBITDA to $91–$97M.
4 min readXponential Fitness (XPOF) shares fell about 22% in pre-open after Q2 2026 results missed profitability expectations. Revenue was $66M vs $64.43M consensus, but adjusted EPS was $0.02, about 83% below the $0.12 forecast. Adjusted EBITDA fell 22% to $21.9M. Management cut FY 2026 revenue to $250–$260M and EBITDA to $91–$97M, and Guggenheim downgraded the stock.
4 min readXponential Fitness, Inc. (XPOF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d328551dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Xponential Fitness, Inc. Announces Second Quarter 2026 Financial Results - North America system-wide sales 1 of $437.3 million were flat year-over-year - Opened 67 gross new studios and sold 53 franchise licenses in Q2 2026
6 min readXponential Fitness (NYSE: XPOF) is set to report Q2 earnings Thursday after the bell. The article notes it missed prior revenue and profitability expectations, with revenue of $60.71 million in the prior quarter, down 21% year on year. Analysts expect Q2 revenue to fall 15.5% and have largely held estimates. The average analyst price target is $7.42 versus $6.68.
3 min readXponential Fitness selected Brainlabs as its media agency of record, covering Club Pilates, Pure Barre, YogaSix, StretchLab and BFT. Xponential said it raised its marketing fund 25% year over year in Q1 2026 and projects 2026 media spend of $39 million, citing COMvergence. Work started in April; iProspect was the incumbent.
2 min readA leisure and consumer-discretionary peer roundup cites Q1 results for Planet Fitness (PLNT), Live Nation (LYV), Dave & Buster’s (PLAY), Vail Resorts (MTN), and Xponential Fitness (XPOF). PLNT stock is down 19% to $51.82 after an analyst estimate beat. LYV revenue was $3.79B (+12.1%) with a beat; shares up 15.8% to $182.19. PLAY revenue was $559.2M (-1.5%) and shares fell 22.9% to $10.16. MTN revenue was $1.21B (-7%) and shares up 4.7% to $143.70. XPOF revenue was $60.71M (-21%) and shares up 3.
5 min readVoss Capital’s Q1 2026 investor letter said its Voss Value Fund returned -11.4% and the Voss Value Offshore Fund returned -11.5% net of fees, versus gains for the Russell 2000 and Russell 2000 Value and a -4.3% S&P 500. The firm highlighted Xponential Fitness (XPOF), citing a strategic review after it urged a valuation gap fix. XPOF closed May 29, 2026 at $5.49; Q1 revenue fell to $60.7 million from $76.9 million.
6 min readFunds affiliated with Voss Capital, specifically Voss Value Master Fund and Voss Value-Oriented Special Situations Fund, purchased an additional 200,005 shares of Xponential Fitness (NYSE: XPOF) Class A common stock between May 19-20, 2026. These open-market purchases took place at prices ranging from $4.64 to $5.50 per share, significantly increasing Voss Capital's existing stake in the company. Following these transactions, the Voss group, which already beneficially owns over 10% of Xponential Fitness's common stock, now holds 924,334 shares via Voss Value Master Fund and 184,324 shares via Voss Value-Oriented Special Situations Fund.
2 min readVoss Capital and related entities filed an amendment to their Schedule 13D for Xponential Fitness, Inc. (XPOF), reporting beneficial ownership of approximately 16.2% of Class A common stock, totaling 6,788,653 shares. This percentage is based on 41,877,000 shares outstanding as of April 30, 2026. The filing explicitly notes that there have been no transactions by the reporting persons since the prior filing, and the decrease in reported ownership percentage is solely due to an increase in the total number of outstanding shares.
2 min readBenzinga reports on three significant analyst downgrades for Thursday. Raymond James downgraded Xponential Fitness (NYSE: XPOF) from "Strong Buy" to "Market Perform" after its shares closed at $5.67. Additionally, Evercore ISI Group downgraded CSX Corp (NASDAQ: CSX) from "Outperform" to "In-Line" with a raised price target, and DA Davidson downgraded Life360 (NASDAQ: LIF) from "Buy" to "Neutral" with a lowered price target.
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