Xponential Fitness (XPOF) reported $82.96 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.3%. EPS of -$0.91 for the same period compares to -$0.18 a year ago.
The reported revenue represents a surprise of +14.38% over the Zacks Consensus Estimate of $72.53 million. With the consensus EPS estimate being -$0.03, the EPS surprise was -3308.24%.
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.
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 Xponential Fitness performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Same store sales: -4% versus the three-analyst average estimate of -0.3%.
- Revenue- Franchise: $51.51 million versus the three-analyst average estimate of $47.49 million. The reported number represents a year-over-year change of +13.7%.
- Revenue- Equipment: $6.95 million versus $6.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -45.3% change.
- Revenue- Other service: $8.35 million compared to the $7.29 million average estimate based on three analysts. The reported number represents a change of -15.7% year over year.
- Revenue- Franchise marketing fund: $8.91 million versus $8.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
- Revenue- Merchandise: $7.24 million versus $4.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.4% change.
View all Key Company Metrics for Xponential Fitness here>>>
Shares of Xponential Fitness have returned +5.8% over the past month versus the Zacks S&P 500 composite's +0.6% 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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Xponential Fitness, Inc. (XPOF): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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