For the quarter ended December 2025, Planet Fitness (PLNT) reported revenue of $376.26 million, up 10.5% over the same period last year. EPS came in at $0.83, compared to $0.70 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $365.11 million, representing a surprise of +3.05%. The company delivered an EPS surprise of +5.59%, with the consensus EPS estimate being $0.79.
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 Planet Fitness performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Stores - End of period: 2,896 versus 2,892 estimated by six analysts on average.
- Same-store sales: 5.7% versus 5.5% estimated by five analysts on average.
- Total Stores - New stores opened: 104 versus the four-analyst average estimate of 95.
- Corporate-owned same store sales: 6% versus 5% estimated by three analysts on average.
- Franchisee-owned same store sales: 5.6% versus 5.4% estimated by three analysts on average.
- Corporate-owned stores - New stores opened: 11 versus the three-analyst average estimate of 10.
- Franchisee-owned stores - New stores opened: 93 compared to the 87 average estimate based on three analysts.
- Revenue- Franchise segment: $119.45 million versus $117.31 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
- Revenue- Corporate-owned clubs: $135.61 million compared to the $137.24 million average estimate based on six analysts. The reported number represents a change of +7.4% year over year.
- Revenue- Equipment segment: $121.21 million compared to the $110.67 million average estimate based on six analysts. The reported number represents a change of +15.3% year over year.
- Revenue- Franchise: $98.61 million versus the five-analyst average estimate of $97.37 million. The reported number represents a year-over-year change of +10.1%.
- Revenue- National advertising fund revenue: $20.84 million compared to the $20.88 million average estimate based on five analysts. The reported number represents a change of +6.9% year over year.
View all Key Company Metrics for Planet Fitness here>>>
Shares of Planet Fitness have returned -2.7% over the past month versus the Zacks S&P 500 composite's -1% 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.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Planet Fitness, Inc. (PLNT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
