\t\t\t Life Time<\/p>\n
Life Time Q3 revenue grew ~13% YoY to $782.6M, while net income jumped 147% \u2014 driven by strong in-center utilization, particularly personal training.<\/p>\n
Raising full-year guidance to nearly $3B, Life Time expects to end with 10 new centers, including its NYC high-performance lab<\/a>.<\/p>\n Expanding the ecosystem, LT wrapped its inaugural fitness competition<\/a>, is rolling out athletic reformer Pilates nationwide, and plans to open additional MIORA<\/a> longevity clinics in 2026.<\/p>\n Peloton<\/p>\n Despite a 6% YoY revenue decline and loss of 164K connected fitness subscribers, Peloton recorded a second consecutive profit\u2014nearly $14M\u2014in fiscal Q1.<\/p>\n Approaching its hottest sales season, it\u2019s bullish on a revamped product lineup, AI agents<\/a>, and partnerships with HYROX, Twin Health, and more. But its product recall of 870K bikes might ding consumer confidence.<\/p>\n Planet Fitness<\/p>\n Beating expectations, the low-cost gym operator\u2019s revenue jumped 13% YoY on solid same-stores sales.<\/p>\n Buoyed by 35 new openings during the quarter, equipment sales to existing franchisees carried the segment as gyms upgrade facilities<\/a> for strength and longevity.<\/p>\n CEO Colleen Keating raised outlooks while teasing a revamped Black Card tier, adding dry cold plunge and red light therapy.<\/p>\n Xponential Fitness<\/p>\n Following divestitures of CycleBar<\/a>, Rumble, and weight loss clinic Lindora<\/a>, quarterly revenue slipped 2% to $78M, with slight same-store sales declines.<\/p>\n Now centered on five core brands, new CEO Mike Nuzzo hopes to attract private equity to scale franchise groups\u2014particularly its \u201cflagship brand\u201d Club Pilates\u2014 while launching new YogaSix formats and expanding BFT internationally. Guidance calls for ~180 openings and $300M in 2025 revenue.<\/p>\n Technogym<\/p>\n Reporting earnings YTD, the Italian fitness equipment maker notched \u20ac708.5M, a 14% YoY jump fueled by double-digit growth in both commercial and consumer segments<\/p>\n Advancing its AI diagnostics ecosystem, the brand deepened partnerships with Oura and launched<\/a> a global treadmill racing championship while cementing its role at the intersection of fitness and healthcare.<\/p>\n But, despite strong growth, it expects a slowdown in Q4 on international headwinds and increased competition.<\/p>\n Garmin<\/p>\n Garmin hit a record $1.8B in revenue, with its fitness segment increasing 30% YoY.<\/p>\n Ahead of the holidays, it debuted a satellite-enabled f\u0113nix 8 Pro watch, new cycling computers, and next-gen Venu 4 \u2014 while launching automatic lifestyle activity logging.<\/p>\n