Q4 25 EPS
$0.34
BEAT +1.80%
Est. $0.33
Q4 25 Revenue
$745.1M
BEAT +0.15%
Est. $744.0M
vs S&P Since Q4 25
+36.4%
BEATING MARKET
LTH +45.0% vs S&P +8.6%
Full Year 2025 Results
FY 25 EPS
$1.44
MISS 4.64%
Est. $1.51
FY 25 Revenue
$3.00B
BEAT +0.12%
Est. $2.99B
Market Reaction
Did LTH Beat Earnings? Q4 2025 Results
Life Time Group Holdings capped fiscal 2025 with a strong fourth quarter, posting earnings per share of $0.34 against a consensus estimate of $0.27, a beat of 25.93%, while revenue of $745.10 million edged past the $741.36 million estimate and grew 1… Read more Life Time Group Holdings capped fiscal 2025 with a strong fourth quarter, posting earnings per share of $0.34 against a consensus estimate of $0.27, a beat of 25.93%, while revenue of $745.10 million edged past the $741.36 million estimate and grew 12.3% year-over-year. The headline profit figure was materially lifted by one-time items, including a partial COVID-19 insurance settlement and employee retention credits, but even stripping those out, adjusted net income rose 28.4% to $77.40 million and adjusted EBITDA climbed 14.5% to $202.60 million, reflecting durable momentum in membership dues and Dynamic Personal Training revenue. For the full year, adjusted EBITDA reached $825.20 million, up 21.9%, with margin expanding to 27.5%. The company's net debt leverage ratio improved to 1.6x from 2.3x a year ago, and the board authorized a $500 million share repurchase program, a combination that analysts have interpreted as management signaling confidence in the business while continuing to fund an accelerated club opening slate. Looking ahead, Life Time guided fiscal 2026 revenue of $3.30 to $3.33 billion and adjusted EBITDA of $910 to $925 million, with 12 to 14 new clubs planned.
Key Takeaways
- • Increased membership dues and average dues per membership
- • Strong in-center revenue growth, particularly Dynamic Personal Training
- • Membership growth in new and ramping centers
- • Higher member utilization of in-center offerings
- • Average center revenue per center membership grew 10.8% to $882 in Q4
- • Comparable center revenue growth of 9.9% in Q4 and 11.1% for the full year
- • Net debt leverage ratio improved to 1.6x from 2.3x
LTH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
LTH Revenue by Segment
With YoY comparisons, source: SEC Filings
“I am proud of how our team delivered throughout 2025. With higher member engagement, increased dues per membership, and robust in‑center revenue growth, we delivered another year of record financial performance. We enter 2026 with strong fundamentals and a clear plan to expand the number of our large‑format athletic country clubs. We expect to add nearly as much new square footage in 2026 as we opened in the past two years combined. We remain focused on growing revenue and adjusted EBITDA by further increasing member engagement, optimizing our membership mix, and growing revenue per center membership.”
— Bahram Akradi, Q4 2025 Earnings Press Release
LTH Earnings Trends
LTH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LTH EPS Trend
Earnings per share: estimate vs actual
LTH Revenue Trend
Quarterly revenue: estimate vs actual
LTH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.38 | $0.42 | +9.89% | $788.7M | +0.19% |
| Q4 25 BEAT FY | $0.33 | $0.34 | +1.80% | $745.1M | +0.15% |
| FY Full Year | $1.51 | $1.44 | -4.64% | $3.00B | +0.12% |
| Q3 25 BEAT | $0.36 | $0.41 | +14.69% | $782.6M | +1.41% |
| Q2 25 BEAT | $0.36 | $0.37 | +3.35% | $761.5M | +1.18% |
| Q1 25 BEAT | $0.28 | $0.39 | +39.29% | $706.0M | +3.37% |