Xponential Fitness, Inc. — Third Quarter 2026 Earnings Summary

Xponential Fitness, Inc. reported third-quarter 2026 net income of $4.9 million, or $0.10 per share, a significant improvement from the $6.7 million net loss recorded in the same period of 2025. Total revenue for the quarter declined 21% year-over-year to $62.3 million, driven primarily by lower franchise revenue and a transition to an outsourced logistics model that reduced merchandise sales. The company reiterated its full-year 2026 outlook, projecting North America system-wide sales between $1.70 billion and $1.75 billion and adjusted EBITDA between $91.0 million and $94.0 million. Concurrently, the Board of Directors is actively reviewing strategic alternatives, including a potential sale or merger, to maximize long-term shareholder value.