Xponential Fitness (XPOF) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - Xponential Fitness reported a revenue of $78.82 million for the quarter ended September 2025, reflecting a decrease of 2.1% year-over-year, but exceeding the Zacks Consensus Estimate by 4.15% [1] - The company's EPS was $0.34, a significant improvement from -$0.04 in the same quarter last year, resulting in an EPS surprise of 142.86% compared to the consensus estimate of $0.14 [1] Revenue Breakdown - Franchise revenue was $51.88 million, surpassing the average estimate of $47.23 million, marking a year-over-year increase of 16.7% [4] - Franchise marketing fund revenue was $8.83 million, slightly below the estimated $9.19 million, but showing a year-over-year increase of 3.1% [4] - Merchandise revenue was $4.8 million, significantly lower than the estimated $5.8 million, representing a year-over-year decline of 26.6% [4] - Other service revenue was $5.85 million, below the average estimate of $6.01 million, with a year-over-year decrease of 6.3% [4] - Equipment revenue was $7.46 million, falling short of the $9.63 million estimate, reflecting a substantial year-over-year decline of 49.2% [4] Stock Performance - Xponential Fitness shares have returned -17% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]