Xponential Fitness, Inc. (XPOF) AI Stock Analysis

Xponential Fitness, Inc. is a boutique fitness franchisor operating across the United States and internationally. Founded in 2017 and headquartered in Irvine, California, the company offers a range of fitness modalities including pilates, barre, cycling, stretching, rowing, yoga, boxing, dancing, running, and functional training. These programs are delivered through brands such as Club Pilates, Pure Barre, CycleBar, StretchLab, Row House, YogaSix, Rumble, AKT, Stride, and BFT. By the end of 2021, the company's network included 1,556 franchisees operating 1,954 open studios on an adjusted basis.

Revenue expanded from $155.1M in FY2021 to $320.3M in FY2024 before decreasing 1.7% to $314.9M in FY2025, reflecting a 5-year revenue CAGR of 24.2% from FY2020 to FY2025. Gross margin was 75.6% in FY2025, down from 81.4% in FY2024, while operating margin improved to 25.3%. However, the company recorded an annual net loss of -$33.8M in FY2025. Over the trailing twelve months, revenue was $288.5M with a profit margin of -14.8% and an EPS of -$1.49. In the quarter ended June 30, 2026, quarterly revenue fell 13.4% and quarterly earnings fell 81.7% year-over-year.

As of June 30, 2026, Xponential Fitness held $25.0M in cash and short-term investments compared to $519.7M in total debt, creating net debt of $494.8M. Total assets stood at $309.8M, the current ratio was 0.75, and shareholders' equity was -$321.4M. In FY2025, the company generated $28.3M in operating cash flow and $24.7M in free cash flow. Cash outlays during FY2025 included $3.6M for capital expenditures, $128.5M for share buybacks, and $5.7M in dividends paid.

XPOF traded at a forward P/E of 10.0x as of October 16, 2026, below the 14.1x median of its US-listed Consumer Cyclical peers. Its EV/EBITDA multiple of 95.8x is well above the peer group median of 11.1x, while its price-to-sales ratio of 0.8x compares to the sector median of 0.7x. The company's price-to-book ratio is 430.2x. Over the past year, XPOF shares fell 36.9%, trailing the S&P 500 return of 16.8%, and the stock's 5-year return was -71.8% versus 83.0% for the index.

Wall Street coverage includes 1 Strong Buy and 7 Hold ratings, with zero Buy, Sell, or Strong Sell recommendations. The mean price target is $5.60, representing a 25.3% premium over the last close of $4.47 on October 16, 2026. For FY2026, consensus estimates project EPS of $0.31 and revenue of $255.2M. For FY2027, 3 analysts estimate EPS of $0.65 and revenue of $268.8M. Over the last four quarters, the company beat EPS estimates 1 time. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Xponential Fitness, Inc. (XPOF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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