← Russell 3000 cross-section

XPOF Xponential Fitness, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Consumer Disc

Scale

Market cap
$221m
Revenue TTM
$288m
Net income TTM
$-43m
Free cash flow
$-8m
Composite score
12.1
Sector rank
#2828

Valuation

P / E
EV / EBITDA
25.7
EV / sales
2.5
FCF yield
-3.65%
Earnings yield vs 10-yr
-23.99pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-14.8%
EBITDA margin
9.7%
ROE
13.2%
ROIC
10.1%
Revenue growth
-9.1%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

No franchisee accounted for more than 10% of our revenue. Under the terms of the agreement, we are entitled to receive consideration of up to $6.0 million based on 7% of the monthly cash-basis gross revenue of the legacy studio locations. Our revenue growth depends to a significant extent on the number of studios that are open and operating. To the extent franchisees are unable to open new studios on the timeline we anticipate, or at all, we will not realize the revenue growth that we expect. Our long-term revenue prospects are driven in part by franchisees’ ability to increase same store sales (discussed below). …Xponential Fitness, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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