For the quarter ended June 2025, Peloton (PTON) reported revenue of $606.9 million, down 5.7% over the same period last year. EPS came in at $0.05, compared to -$0.08 in the year-ago quarter.
The reported revenue represents a surprise of +4.52% over the Zacks Consensus Estimate of $580.64 million. With the consensus EPS estimate being -$0.07, the EPS surprise was +171.43%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Peloton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Ending Connected Fitness Subscriptions: 2.8 million versus 2.79 million estimated by five analysts on average.
- Average Net Monthly Connected Fitness Churn: 6.4% compared to the 1.9% average estimate based on four analysts.
- Revenues- Subscription: $408.3 million versus $414.03 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -5.4% change.
- Revenues- Connected Fitness Products: $198.6 million versus the five-analyst average estimate of $166.01 million. The reported number represents a year-over-year change of -6.4%.
- Gross profit- Subscription: $293.7 million versus the four-analyst average estimate of $281.95 million.
- Gross profit- Connected Fitness Products: $34.4 million compared to the $18.45 million average estimate based on four analysts.
View all Key Company Metrics for Peloton here>>>
Shares of Peloton have returned +8.6% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Peloton Interactive, Inc. (PTON): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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