Here's What Key Metrics Tell Us About Xponential Fitness (XPOF) Q4 Earnings

Core Insights - Xponential Fitness reported revenue of $82.96 million for the quarter ended December 2025, reflecting a year-over-year decline of 0.3% and an EPS of -$0.91 compared to -$0.18 a year ago, indicating a significant drop in earnings performance [1] - The revenue exceeded the Zacks Consensus Estimate of $72.53 million by 14.38%, while the EPS fell short of the consensus estimate of -$0.03 by 3308.24% [1] Financial Performance Metrics - Same store sales decreased by 4%, which is worse than the three-analyst average estimate of -0.3% [4] - Franchise revenue was reported at $51.51 million, surpassing the average estimate of $47.49 million, marking a year-over-year increase of 13.7% [4] - Equipment revenue was $6.95 million, slightly above the estimated $6.67 million, but showed a significant year-over-year decline of 45.3% [4] - Other service revenue reached $8.35 million, exceeding the average estimate of $7.29 million, with a year-over-year decrease of 15.7% [4] - Franchise marketing fund revenue was $8.91 million, slightly above the estimated $8.73 million, reflecting a year-over-year decline of 3.2% [4] - Merchandise revenue was reported at $7.24 million, significantly higher than the estimated $4.03 million, indicating an 18.4% year-over-year increase [4] Stock Performance - Xponential Fitness shares have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]