Planet Fitness Reports Strong Q4 & FY25 Results, Issues Positive 2026 Outlook

summarizeSummary

Planet Fitness delivered robust financial results for both the fourth quarter and full year 2025, surpassing prior year performance across key metrics. The company reported significant increases in total revenue, system-wide same club sales, net income, and Adjusted EBITDA. Notably, Planet Fitness added 1.1 million net new members in 2025, bringing its total to 20.8 million, and opened 181 new clubs. The positive momentum is expected to continue into 2026, with management providing an optimistic outlook for revenue, Adjusted EBITDA, and Adjusted net income per share growth, alongside plans for 180-190 new club openings. This strong performance and positive guidance are particularly impactful as the stock is currently trading near its 52-week low, potentially signaling a re-evaluation by investors.

check_boxKey Events

• Strong Q4 and FY25 Financial Performance

  Reported Q4 2025 total revenue of $376.3 million (up 10.5%) and full-year 2025 total revenue of $1.3 billion (up 12.1%). Adjusted diluted EPS for Q4 was $0.83 (vs $0.70 prior year) and for FY25 was $3.07 (vs $2.59 prior year).

• Significant Membership and Club Growth

  Added 1.1 million net new members in 2025, reaching 20.8 million total members. System-wide same club sales increased by 5.7% in Q4 and 6.7% for the full year. The company opened 181 new clubs in 2025, bringing the total to 2,896.

• Positive 2026 Financial Guidance

  Projected 2026 system-wide same club sales growth of 4% to 5%, revenue increase of approximately 9%, Adjusted EBITDA increase of approximately 10%, and Adjusted net income per share, diluted, to increase 9% to 10%.

auto_awesomeAnalysis

Planet Fitness delivered robust financial results for both the fourth quarter and full year 2025, surpassing prior year performance across key metrics. The company reported significant increases in total revenue, system-wide same club sales, net income, and Adjusted EBITDA. Notably, Planet Fitness added 1.1 million net new members in 2025, bringing its total to 20.8 million, and opened 181 new clubs. The positive momentum is expected to continue into 2026, with management providing an optimistic outlook for revenue, Adjusted EBITDA, and Adjusted net income per share growth, alongside plans for 180-190 new club openings. This strong performance and positive guidance are particularly impactful as the stock is currently trading near its 52-week low, potentially signaling a re-evaluation by investors.