Peloton (PTON) reported $656.5 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.6%. EPS of -$0.09 for the same period compares to -$0.24 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $672.68 million, representing a surprise of -2.41%. The company delivered an EPS surprise of -31.2%, with the consensus EPS estimate being -$0.07.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 Paid Connected Fitness Subscriptions: 2.66 million versus 2.66 million estimated by six analysts on average.
- Ending Paid App Subscriptions: 522,000 compared to the 552,508 average estimate based on four analysts.
- Average Net Monthly Paid Connected Fitness Subscription Churn: 1.9% versus 1.9% estimated by four analysts on average.
- Revenues- Subscription: $412.6 million compared to the $418.68 million average estimate based on six analysts. The reported number represents a change of -1.9% year over year.
- Revenues- Connected Fitness Products: $243.9 million versus $253.07 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -3.8% change.
- Gross profit- Subscription: $297.3 million versus $289.57 million estimated by five analysts on average.
- Gross profit- Connected Fitness Products: $34 million versus the five-analyst average estimate of $33.86 million.
View all Key Company Metrics for Peloton here>>>
Shares of Peloton have returned -10.5% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform 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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