Xponential (XPOF) Q2 EPS Jumps 18%
Xponential Fitness (NYSE:XPOF), a leading curator of boutique fitness brands operating through an asset-light franchise model, reported results for the second quarter of 2025 on August 7. The main headlines: non-GAAP earnings per share came in at $0.26, beating analyst expectations by $0.04. GAAP revenue totaled $76.2 million, missing the $77.23 million consensus, and representing a slight decline from last year. The period saw mixed results—profitability improved, but revenue growth, new studio openings, and system-level momentum softened. Management significantly dialed back its full-year guidance for net new studios and adjusted EBITDA, attributing much of the change to recent brand divestitures and proactive investments aimed at stabilizing operations for the longer term. While the quarter demonstrated resilient franchise-level economics, it also reflected emerging headwinds for new growth.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Xponential Fitness operates a family of boutique fitness studio brands, such as Pilates, barre, yoga, stretching, and group strength training. Its business model centers on franchising, which means it licenses its brands to local operators rather than running the studios directly. This approach lets it expand rapidly while keeping capital spending and risk relatively low.
Source Fool.com
