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Inferra AI / Company / PLNT

Planet Fitness, Inc.

PLNT · Industrials

Last earnings Aug 6, 2026

Key results

Total revenuequarter

13.3%

Second Quarter Fiscal 2025 Highlights Total revenue increased from the prior year period by 13.3% to $340.9 million.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Revenuequarter

13.3%

Operating Results for the Second Quarter Ended June 30, 2025 For the second quarter of 2025, total revenue increased $39.9 million or 13.3% to $340.9 million from $300.9 million in the prior year period, including system-wide same club sales growth of 8.2%.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

By segment Franchise segment revenue increased $11.9 million or 11.0% to $119.7 million from $107.8 million in the prior year period.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Of the increase, $8.0 million was due to higher royalty revenue, of which $5.0 million was attributable to a franchise same club sales increase of 8.3%, $1.6 million was attributable to new clubs opened since April 1, 2024 before moving into the same club sales base and $1.4 million was from higher royalties on annual fees.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Franchise segment revenue also includes $2.7 million of higher National Advertising Fund ( NAF ) revenue and $1.5 million of higher franchise and other fees Corporate-owned clubs segment revenue increased $13.5 million or 10.8% to $139.0 million from $125.5 million in the prior year period.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Of the increase, $8.1 million was attributable to corporate-owned clubs included in the same club sales base, of which $5.6 million was attributable to a same club sales increase of 7.0%, $0.8 million was attributable to higher annual fee revenue and $1.7 million was attributable to other fees.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Equipment segment revenue increased $14.5 million or 21.5% to $82.2 million from $67.7 million in the prior year period.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Of the increase, $14.3 million was attributable to higher revenue from equipment sales to existing franchisee-owned clubs and $0.3 million was attributable to higher revenue from equipment sales to new franchisee-owned clubs.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

AI analysis

Q2 2025 · reported Aug 6, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Total revenue13.3%——
Revenue13.3%——

EX-99 · Aug 6, 2025

Guidance · company-stated

Direction: Raised

Revenue

“Announces Second Quarter 2025 Results System-wide same club sales increased 8.2% Ended second quarter with total membership of approximately 20.8 million Maintains 2025 full-year growth outlook Hampton, NH, August 6, 2025 - Today, Planet Fitness, Inc.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex20%
Dividend$ 0.6M

It also continues to expect capital expenditures to increase approximately 20% driven by additional clubs in our corporate-owned portfolio and depreciation and amortization to remain flat compared to 2024.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announces Second Quarter 2025 Results System-wide same club sales increased 8.2% Ended second quarter with total membership of approximately 20.8 million Maintains 2025 full-year growth outlook Hampton

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Announces Second Quarter 2025 Results System-wide same club sales increased 8.2% Ended second quarter with total membership of approximately 20.8 million Maintains 2025 full-year growth outlook Hampton, NH, August 6, 2025 - Today, Planet Fitness, Inc.”

Revenue — Raised (“increased”)
“Announces Second Quarter 2025 Results System-wide same club sales increased 8.2% Ended second quarter with total membership of approximately 20.8 million Maintains 2025 full-year growth outlook Hampton, NH, August 6, 2025 - Today, Planet Fitness, Inc.”

Classified from the release's primary full-year outlook statement.

Capital allocation

It also continues to expect capital expenditures to increase approximately 20% driven by additional clubs in our corporate-owned portfolio and depreciation and amortization to remain flat compared to 2024.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Forward-looking statements include the Company s statements with respect to expected future performance presented under the heading 2025 Outlook, those attributed to the Company s Chief Executive Officer in this press release, the Company s expected membership growth and club growth, share repurchases and the timing thereof, ability to deliver future shareholder value, the impact of tariffs and other statements, estimates and projections that do not relate solely to historical facts.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Held-to-maturity debt security The Company has a debt security investment that consists of redeemable preferred shares with a contractual maturity in 2026, however, due to certain subordination clauses in the preferred share agreement, repayment obligations are subordinated to other instruments that mature in 2030.

SEC original ↗Planet Fitness, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The amortized cost of the Company s held-to-maturity debt security investment, which includes accrued dividends, was $ 36.1 million and $ 34.9 million as of June 30, 2026 and December 31, 2025, respectively.

SEC original ↗Planet Fitness, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The Company recognized dividend income of $ 0.6 million during each of the three months ended June 30, 2026 and 2025, and $ 1.2 million and $ 1.1 million during the six months ended June 30, 2026 and 2025, respectively, within other income, net on the condensed consolidated statements of operations.

SEC original ↗Planet Fitness, Inc. — 10-Q Quarterly report10-QAug 6, 2026

The Series 2022-1 Class A-1 Notes (the 2022 Variable Funding Notes, and together with the 2025 Variable Funding Notes, the Variable Funding Notes ) remained undrawn as of June 30, 2026, with $ 75.0 million of borrowing capacity available.

SEC original ↗Planet Fitness, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

Over the past decade, through a steadfast commitment to our mission and strategy, we ve added nearly 14 million members, expanded our global footprint by more than 1,700 clubs, and established a presence in all 50 states and four additional countries.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

As consumers increasingly prioritize health and well-being, Planet Fitness is well-positioned to meet this demand with our judgement-free, high-quality, and affordable fitness experience.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Forward-looking statements can be identified by words such as anticipate, believe, envision, estimate, expect, intend, may, might, goal, plan, prospect, predict, project, target, potential, assumption, will, would, could, should, continue, ongoing, contemplate, future, strategy and similar references to future periods, although not all forward-looking statements include these identifying words.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Instead, they are based only on the Company s current beliefs, expectations and assumptions regarding the future of the business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

These forward-looking statements generally can be identified by the use of words such as anticipate, believe, envision, estimate, expect, intend, may, might, goal, plan, prospect, predict, project, target, potential, assumption, will, would, could, should, continue, ongoing, contemplate, future, strategy and the negative thereof and similar words and expressions are intended to identify forward-looking statements, although not all forward-looking statements include these identifying words.

SEC original ↗Planet Fitness, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

2025 Outlook The Company continues to believe that between its tariff mitigation plans and the current tariff levels, its exposure is limited.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

This guidance does not include estimates or assumptions regarding the impact of tariffs beyond the existing regulations currently in place.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

com Forward-Looking Statements This press release contains forward-looking statements within the meaning of the federal securities laws, which involve risks and uncertainties.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Forward-looking statements include the Company s statements with respect to expected future performance presented under the heading 2025 Outlook, those attributed to the Company s Chief Executive Officer in this press release, the Company s expected membership growth and club growth, share repurchases and the timing thereof, ability to deliver future shareholder value, the impact of tariffs and other statements, estimates and projections that do not relate solely to historical facts.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of the Company s control.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

In light of the significant risks and uncertainties inherent in forward-looking statements, investors should not place undue reliance on forward-looking statements, which reflect the Company s views only as of the date of this press release.

SEC original ↗Planet Fitness, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025

Documents

Earnings deck slides

0 decks with slide view

Planet Fitness, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Planet Fitness, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

39 documents

Earnings releases

10 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Planet Fitness, Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Planet Fitness, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.