Xponential Fitness (XPOF) Reports Q3 Earnings: What Key Metrics Have to Say

For the quarter ended September 2025, Xponential Fitness (XPOF) reported revenue of $78.82 million, down 2.1% over the same period last year. EPS came in at $0.34, compared to -$0.04 in the year-ago quarter.

The reported revenue represents a surprise of +4.15% over the Zacks Consensus Estimate of $75.69 million. With the consensus EPS estimate being $0.14, the EPS surprise was +142.86%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Xponential Fitness performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Franchise: $51.88 million versus the three-analyst average estimate of $47.23 million. The reported number represents a year-over-year change of +16.7%.
• Revenue- Franchise marketing fund: $8.83 million versus $9.19 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.1% change.
• Revenue- Merchandise: $4.8 million versus $5.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -26.6% change.
• Revenue- Other service: $5.85 million versus the three-analyst average estimate of $6.01 million. The reported number represents a year-over-year change of -6.3%.
• Revenue- Equipment: $7.46 million compared to the $9.63 million average estimate based on three analysts. The reported number represents a change of -49.2% year over year.

View all Key Company Metrics for Xponential Fitness here>>>

Shares of Xponential Fitness have returned -17% over the past month versus the Zacks S&P 500 composite's +1.3% 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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This article originally published on Zacks Investment Research (zacks.com).

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