Planet Fitness Reports Strong Q4 2025 Earnings with Strategic Growth Initiatives
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy PLNT?
Source: seekingalpha
- Significant Membership Growth: Planet Fitness ended 2025 with approximately 20.8 million members and nearly 2,900 clubs globally, demonstrating strong market expansion and customer attraction, which is expected to drive future revenue growth.
- Strong Financial Performance: Total revenue for Q4 reached $376.3 million, a 10.5% increase year-over-year, with adjusted EBITDA rising 13% to $146.3 million, reflecting successful cost control and operational efficiency, thereby enhancing financial stability.
- Strategic Investments and Innovations: The company achieved success with its High School Summer Pass program, with over 3.7 million teens completing more than 19 million workouts and an 8.3% conversion rate, which not only boosts brand influence but also lays the groundwork for future membership growth.
- Optimistic Future Outlook: The CFO projected a 4% to 5% same-club sales growth for 2026 and plans to open 180 to 190 new clubs, showcasing confidence in ongoing expansion and market demand while reaffirming commitment to shareholder value.
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Analyst Views on PLNT
Wall Street analysts forecast PLNT stock price to rise
13 Analyst Rating
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 90.750
Low
120.00
Averages
133.25
High
185.00
Current: 90.750
Low
120.00
Averages
133.25
High
185.00
About PLNT
Planet Fitness, Inc. is a franchisor and operator of fitness centers in the world. The Company operates in three segments: Franchise, Corporate-owned club, and Equipment. The Franchise segment includes operations related to the Company’s franchising business in the United States, Puerto Rico, Canada, Panama, Mexico and Australia. The Corporate-owned clubs segment includes operations with respect to all Corporate-owned clubs throughout the United States, Canada, and Spain. The Equipment segment includes the sale of equipment to franchisee-owned clubs. The Company's subsidiaries operate three lines of business, which include licensing and selling franchises under the Planet Fitness trade name, owning, and operating fitness centers, and selling fitness-related equipment to franchisee-owned stores. It operates 2,735 clubs in all 50 states: the District of Columbia, Puerto Rico, Canada, Panama, Mexico, Australia and Spain.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Planet Fitness Reports Strong Earnings but Cautious Outlook
- Strong Earnings Report: Planet Fitness reported fourth-quarter adjusted EPS of 83 cents, exceeding the analyst estimate of 79 cents, with quarterly sales reaching $376.258 million, a 10.5% year-over-year increase, indicating robust market performance.
- Sales Growth: Same-club sales rose 5.7% year-over-year, with system-wide sales increasing from $1.2 billion to $1.3 billion, demonstrating significant progress in expanding market share despite uncertainties in future growth.
- Expansion Plans: The company opened 104 new clubs during the quarter, including 93 franchisee-owned and 11 corporate-owned locations, bringing the total to 2,896 clubs, showcasing its commitment and capability for ongoing expansion.
- Cautious Outlook: Despite forecasting adjusted EPS for 2026 at $3.35 to $3.38, below the analyst estimate of $3.54, and projected revenue of $1.443 billion, below consensus, reflecting management's cautious stance on future growth.
See More
Planet Fitness Stock Falls to Lowest Point in Over a Year Following Quarterly Results, Down 8.9%
- Company Overview: Planet Fitness shares have hit their lowest level in a year following the release of quarterly results.
- Stock Performance: The stock experienced a decline of 8.9% after the announcement of the financial results.
See More
Planet Fitness Reports Strong Q4 2025 Earnings with Strategic Growth Initiatives
- Significant Membership Growth: Planet Fitness ended 2025 with approximately 20.8 million members and nearly 2,900 clubs globally, demonstrating strong market expansion and customer attraction, which is expected to drive future revenue growth.
- Strong Financial Performance: Total revenue for Q4 reached $376.3 million, a 10.5% increase year-over-year, with adjusted EBITDA rising 13% to $146.3 million, reflecting successful cost control and operational efficiency, thereby enhancing financial stability.
- Strategic Investments and Innovations: The company achieved success with its High School Summer Pass program, with over 3.7 million teens completing more than 19 million workouts and an 8.3% conversion rate, which not only boosts brand influence but also lays the groundwork for future membership growth.
- Optimistic Future Outlook: The CFO projected a 4% to 5% same-club sales growth for 2026 and plans to open 180 to 190 new clubs, showcasing confidence in ongoing expansion and market demand while reaffirming commitment to shareholder value.
See More
Analysis of Stock Price Movements for Multiple Companies
- Dillard's Revenue Decline: Dillard's reported fourth-quarter revenue of $1.99 billion, falling short of the $2.03 billion expected by analysts, leading to a 7% drop in shares, primarily due to winter storms impacting over a third of its stores, highlighting the significant effect of seasonal weather on retail performance.
- Planet Fitness Weak Guidance: Planet Fitness anticipates full-year adjusted earnings per share growth of only 9% to 10%, well below the 16.5% expected by analysts, resulting in an 8% decline in shares, reflecting market concerns over its future growth potential.
- Novo Nordisk Price Reduction Strategy: Novo Nordisk announced it would cut monthly list prices for Wegovy and Ozempic by up to 50%, causing a 2% drop in shares, which may impact its market share and profit margins amid increasing competition.
- Vir Biotechnology Stock Surge: Vir Biotechnology's shares surged nearly 30% following positive Phase 1 results for its VIR-5500 treatment for metastatic prostate cancer, indicating strong potential for its research and an increase in market confidence.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 index rose by 0.50%, the Dow Jones Industrial Average by 0.75%, and the Nasdaq 100 by 0.90%, indicating a gradual recovery after Monday's sharp declines, reflecting renewed investor confidence in economic prospects.
- Consumer Confidence Boost: The February consumer confidence index in the US increased by 2.2 to 91.2, surpassing expectations of 87.1, suggesting that rising consumer optimism could drive spending and positively impact economic growth.
- Strong Software Stock Recovery: Thomson Reuters shares surged by 12% after reaching one million professional users of its AI tool, indicating high market acceptance and potential for further revenue growth, enhancing its competitive position.
- Interest Rate Expectations Shift: The market is pricing in only a 3% chance of a 25 basis point rate cut at the Fed's March meeting, reflecting cautious investor sentiment regarding future monetary policy, which may influence short-term stock market volatility.
See More
US Stocks Rebound Slightly as Software Shares Recover
- Market Rebound: The S&P 500 index rose by 0.17%, the Dow Jones Industrial Average increased by 0.64%, and the Nasdaq 100 index climbed by 0.47%, indicating a recovery after Monday's sharp declines, reflecting renewed investor confidence in software companies.
- Trade Uncertainty: President Trump's new 10% global tariffs took effect today, and concerns about a potential increase to 15% amid Supreme Court rulings may negatively impact the stock market, particularly with rising geopolitical risks.
- Home Price Index Growth: The US December S&P Composite-20 home price index rose 0.47% month-over-month and 1.38% year-over-year, surpassing expectations, suggesting resilience in the housing market that could support economic recovery and influence investor sentiment.
- Corporate Earnings Optimism: Over 80% of S&P 500 companies have reported earnings, with 74% exceeding expectations, and Q4 earnings growth is projected at 8.4%, indicating strong corporate performance that may drive further stock market gains.
See More
Planet Fitness Reports Strong Earnings but Cautious Outlook
- Strong Earnings Report: Planet Fitness reported fourth-quarter adjusted EPS of 83 cents, exceeding the analyst estimate of 79 cents, with quarterly sales reaching $376.258 million, a 10.5% year-over-year increase, indicating robust market performance.
- Sales Growth: Same-club sales rose 5.7% year-over-year, with system-wide sales increasing from $1.2 billion to $1.3 billion, demonstrating significant progress in expanding market share despite uncertainties in future growth.
- Expansion Plans: The company opened 104 new clubs during the quarter, including 93 franchisee-owned and 11 corporate-owned locations, bringing the total to 2,896 clubs, showcasing its commitment and capability for ongoing expansion.
- Cautious Outlook: Despite forecasting adjusted EPS for 2026 at $3.35 to $3.38, below the analyst estimate of $3.54, and projected revenue of $1.443 billion, below consensus, reflecting management's cautious stance on future growth.
See More
Planet Fitness Stock Falls to Lowest Point in Over a Year Following Quarterly Results, Down 8.9%
- Company Overview: Planet Fitness shares have hit their lowest level in a year following the release of quarterly results.
- Stock Performance: The stock experienced a decline of 8.9% after the announcement of the financial results.
See More
Planet Fitness Reports Strong Q4 2025 Earnings with Strategic Growth Initiatives
- Significant Membership Growth: Planet Fitness ended 2025 with approximately 20.8 million members and nearly 2,900 clubs globally, demonstrating strong market expansion and customer attraction, which is expected to drive future revenue growth.
- Strong Financial Performance: Total revenue for Q4 reached $376.3 million, a 10.5% increase year-over-year, with adjusted EBITDA rising 13% to $146.3 million, reflecting successful cost control and operational efficiency, thereby enhancing financial stability.
- Strategic Investments and Innovations: The company achieved success with its High School Summer Pass program, with over 3.7 million teens completing more than 19 million workouts and an 8.3% conversion rate, which not only boosts brand influence but also lays the groundwork for future membership growth.
- Optimistic Future Outlook: The CFO projected a 4% to 5% same-club sales growth for 2026 and plans to open 180 to 190 new clubs, showcasing confidence in ongoing expansion and market demand while reaffirming commitment to shareholder value.
See More
Analysis of Stock Price Movements for Multiple Companies
- Dillard's Revenue Decline: Dillard's reported fourth-quarter revenue of $1.99 billion, falling short of the $2.03 billion expected by analysts, leading to a 7% drop in shares, primarily due to winter storms impacting over a third of its stores, highlighting the significant effect of seasonal weather on retail performance.
- Planet Fitness Weak Guidance: Planet Fitness anticipates full-year adjusted earnings per share growth of only 9% to 10%, well below the 16.5% expected by analysts, resulting in an 8% decline in shares, reflecting market concerns over its future growth potential.
- Novo Nordisk Price Reduction Strategy: Novo Nordisk announced it would cut monthly list prices for Wegovy and Ozempic by up to 50%, causing a 2% drop in shares, which may impact its market share and profit margins amid increasing competition.
- Vir Biotechnology Stock Surge: Vir Biotechnology's shares surged nearly 30% following positive Phase 1 results for its VIR-5500 treatment for metastatic prostate cancer, indicating strong potential for its research and an increase in market confidence.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 index rose by 0.50%, the Dow Jones Industrial Average by 0.75%, and the Nasdaq 100 by 0.90%, indicating a gradual recovery after Monday's sharp declines, reflecting renewed investor confidence in economic prospects.
- Consumer Confidence Boost: The February consumer confidence index in the US increased by 2.2 to 91.2, surpassing expectations of 87.1, suggesting that rising consumer optimism could drive spending and positively impact economic growth.
- Strong Software Stock Recovery: Thomson Reuters shares surged by 12% after reaching one million professional users of its AI tool, indicating high market acceptance and potential for further revenue growth, enhancing its competitive position.
- Interest Rate Expectations Shift: The market is pricing in only a 3% chance of a 25 basis point rate cut at the Fed's March meeting, reflecting cautious investor sentiment regarding future monetary policy, which may influence short-term stock market volatility.
See More
US Stocks Rebound Slightly as Software Shares Recover
- Market Rebound: The S&P 500 index rose by 0.17%, the Dow Jones Industrial Average increased by 0.64%, and the Nasdaq 100 index climbed by 0.47%, indicating a recovery after Monday's sharp declines, reflecting renewed investor confidence in software companies.
- Trade Uncertainty: President Trump's new 10% global tariffs took effect today, and concerns about a potential increase to 15% amid Supreme Court rulings may negatively impact the stock market, particularly with rising geopolitical risks.
- Home Price Index Growth: The US December S&P Composite-20 home price index rose 0.47% month-over-month and 1.38% year-over-year, surpassing expectations, suggesting resilience in the housing market that could support economic recovery and influence investor sentiment.
- Corporate Earnings Optimism: Over 80% of S&P 500 companies have reported earnings, with 74% exceeding expectations, and Q4 earnings growth is projected at 8.4%, indicating strong corporate performance that may drive further stock market gains.
See More
