Q3 25 EPS
$0.80
BEAT +8.23%
Est. $0.74
Q3 25 Revenue
$330.3M
BEAT +2.14%
Est. $323.4M
vs S&P Since Q3 25
-60.2%
TRAILING MARKET
PLNT -49.1% vs S&P +11.1%
Market Reaction
Did PLNT Beat Earnings? Q3 2025 Results
Planet Fitness delivered a convincing third quarter, posting adjusted EPS of $0.80 against a consensus estimate of $0.74, an 8.23% beat, while revenue of $330.35 million exceeded the $323.43 million consensus by 2.14% and grew 13.0% year-over-year. T… Read more Planet Fitness delivered a convincing third quarter, posting adjusted EPS of $0.80 against a consensus estimate of $0.74, an 8.23% beat, while revenue of $330.35 million exceeded the $323.43 million consensus by 2.14% and grew 13.0% year-over-year. The standout driver was a striking acceleration in system-wide same club sales, which climbed 6.9% as both franchise and corporate-owned locations gained momentum, while the equipment segment surged 27.8% to $78.84 million on the back of accelerating franchise development activity. New club openings brought the global footprint to 2,795 locations serving roughly 20.7 million members, underscoring the durability of the company's low-cost fitness model even as broader market sentiment has remained sensitive to the macro environment. Adjusted EBITDA rose to $140.77 million from $123.07 million a year ago. Management responded to the momentum by raising its full-year 2025 outlook, now guiding for revenue growth of approximately 11% and adjusted EPS growth of 16%-17%, with long-term investor day targets pointing to low-double-digit revenue growth and mid-to-high teens adjusted earnings per share through 2028.
Key Takeaways
- • System-wide same club sales increased 6.9%
- • Franchise same club sales increased 7.1%
- • Corporate-owned same club sales increased 6.0%
- • Equipment segment revenue surged 27.8% driven by higher sales to new and existing franchisee-owned clubs
- • 35 new clubs opened system-wide during the quarter
- • Approximately 20.7 million members as of September 30, 2025
- • Higher royalty revenue of $7.5 million driven by same club sales and new clubs
PLNT YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
PLNT Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are making significant progress in executing on our long-term strategy, as highlighted by our strong financial performance during the quarter, which enabled us to raise certain growth targets for our 2025 outlook.”
— Colleen Keating, Q3 2025 Earnings Press Release
PLNT Earnings Trends
PLNT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
PLNT EPS Trend
Earnings per share: estimate vs actual
PLNT Revenue Trend
Quarterly revenue: estimate vs actual
PLNT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.63 | $0.74 | +17.57% | $337.2M | +13.22% |
| Q4 25 BEAT FY | $0.79 | $0.83 | +4.82% | $376.3M | +2.27% |
| FY Full Year | $3.04 | $3.07 | +0.93% | $1.32B | +0.63% |
| Q3 25 BEAT | $0.74 | $0.80 | +8.23% | $330.3M | +2.14% |
| Q2 25 BEAT | $0.79 | $0.86 | +8.67% | $340.9M | +3.32% |
| Q1 25 MISS | $0.62 | $0.59 | -4.14% | $276.7M | -1.09% |