Core Insights - Life Time Group Holdings, Inc. announced preliminary estimated unaudited financial results for Q4 and full-year fiscal 2025, with a scheduled full release on February 24, 2026 [1] Financial Performance - Total revenue for Q4 2025 is estimated to be between $743 million and $745 million, reflecting a 12.2% increase from $663.3 million in Q4 2024. For the full year, total revenue is projected to be between $2,993 million and $2,995 million, a 14.2% increase from $2,621 million in 2024 [2][3] - Net income for Q4 2025 is estimated to be between $120 million and $123 million, a significant increase of 226.6% from $37.2 million in Q4 2024. For the full year, net income is projected to be between $371 million and $374 million, up 138.5% from $156.2 million in 2024 [2][3] - Adjusted net income for Q4 2025 is estimated to be between $74 million and $77 million, a 25.2% increase from $60.3 million in Q4 2024. For the full year, adjusted net income is projected to be between $322 million and $325 million, a 61.3% increase from $200.5 million in 2024 [2][3] - Adjusted EBITDA for Q4 2025 is estimated to be between $200 million and $202 million, a 13.6% increase from $177 million in Q4 2024. For the full year, adjusted EBITDA is projected to be between $823 million and $825 million, a 21.7% increase from $676.8 million in 2024 [2][3] Membership and Revenue Metrics - Center memberships at the end of Q4 2025 are reported at 822,380, a 1.3% increase from 812,062 in Q4 2024 [2] - Average center revenue per membership for Q4 2025 is estimated to be between $880 and $882, reflecting a 10.7% increase from $796 in Q4 2024 [2] Guidance for Fiscal 2026 - The company introduced select financial guidance for fiscal year 2026, projecting total revenue between $3,300 million and $3,330 million, representing a 10.7% increase from the estimated revenue for 2025 [5] - Estimated net income for fiscal 2026 is projected to be between $330 million and $336 million, indicating a decrease of 10.6% compared to the estimated net income for 2025 [5] - Adjusted net income for fiscal 2026 is expected to be between $369 million and $378 million, a 15.5% increase from the estimated adjusted net income for 2025 [5] - Adjusted EBITDA for fiscal 2026 is projected to be between $910 million and $925 million, an 11.3% increase from the estimated adjusted EBITDA for 2025 [5] Operational Plans - The company plans to open 12 to 14 new clubs in 2026, primarily large-format, ground-up construction clubs, with a total square footage of approximately 1.2 million square feet [8] - Comparable center revenue growth is expected to be between 6.3% and 7.3% for 2026 [8] - The company aims to manage its net debt to adjusted EBITDA leverage ratio at or below 2.00 times [8]

Core Insights - Life Time has opened its sixth location in Florida, named Life Time West Boca, which spans 37,000 square feet and is designed for fitness, recovery, and community [1][2] Company Overview - Life Time operates over 185 locations across the U.S. and Canada, focusing on wellness and lifestyle experiences [1][9] - The new West Boca location is part of a broader expansion strategy, with additional locations planned in Lakewood Ranch, Jacksonville, and Winter Park [7] New Offerings - The West Boca club features the new CTR program, an athletic-based training class on a reformer, which is highly sought after within Life Time's offerings [2][4] - CTR combines Pilates with athletic conditioning, focusing on building tone, control, stability, and strength through a signature eight-part sequence led by elite coaches [4][5] Location and Amenities - Life Time West Boca is situated in the Uptown Boca development, which is described as a vibrant lifestyle hub [5] - The club includes various amenities such as dedicated studios for different fitness classes, recovery lounges, and spa-inspired dressing rooms [9][10]

Core Insights - The LT Games, a hybrid fitness competition, will return on April 25, 2026, after a successful debut in October 2025 that sold out [1][4] - The event aims to provide a platform for athletes to experience Life Time's training resources and recovery offerings, regardless of membership status [2] - The competition format includes 17 stations that allow participants to choose their own challenges, emphasizing accessibility and engagement [3] Event Details - Registration for Life Time members opens on December 12, 2025, and for non-members on December 15, 2025, with a limit of 128 athletes [4] - A total prize pool of $25,000 will be awarded to the top three finishers in both male and female categories [5] Training and Preparation - Life Time offers hybrid-based training classes and an 8-week specific training program through its app to help athletes prepare for the LT Games [7] - The training resources focus on the skills and movements featured in the competition, enhancing participants' performance [7] Brand Collaboration - The LT Games are presented in collaboration with Ten Thousand, a premium performance apparel brand, which emphasizes the importance of hybrid training for personal growth [6][7] - The partnership aims to create an innovative arena for athletes to test their limits and compete at a high level [7] Company Overview - Life Time operates over 185 athletic country clubs in the U.S. and Canada, promoting healthy living and offering a range of programs and events [9] - The company is recognized for its commitment to a positive workplace culture and serves a diverse demographic, from young children to seniors [9]

Core Insights - Life Time is expanding its CTR (Core. Tone. Reform.) program, a high-energy, Pilates-inspired reformer workout, to nearly 30 locations by the end of 2025, with a goal of over 60 locations by the end of 2026 [1][4] - The demand for reformer-based workouts has surged, with participation growing more than 70% since 2022, indicating a strong market trend towards this type of fitness [3] - Life Time's commitment to innovation and member experience is evident in the success of CTR, which has led to waitlists and increased class offerings in clubs where it has launched [4] Company Expansion Plans - CTR has debuted in 10 Life Time athletic country clubs, with 18 additional locations expected to be completed by the end of the year [1] - The program is set to expand to major cities including Atlanta, Chicago, Dallas, and New York City, reflecting a strategic growth initiative [4] - Life Time anticipates doubling the program's footprint in 2026, further enhancing its national presence [4] Member Engagement and Offerings - The introduction of CTR is driving interest in Life Time's broader Pilates offerings, which have been available for nearly 20 years, with over 175 dedicated studios and 800 certified instructors [5] - The Life Time app provides access to a wide range of on-demand and livestream classes, catering to members who may not be near a physical location [6] - Life Time's ecosystem supports healthy living and aging, appealing to a diverse demographic from ages 90 days to 90+ years [7]

Core Insights - Life Time Group Holdings, Inc. reported strong financial results for the third quarter of fiscal 2025, with significant growth in revenue and net income, reflecting effective execution of its growth strategy [2][7][8]. Financial Performance - Total revenue for Q3 2025 reached $782.6 million, a 12.9% increase from $693.2 million in Q3 2024 [3][7]. - Net income surged to $102.4 million, marking a 147.3% increase compared to $41.4 million in the same quarter last year [3][7]. - Adjusted net income for Q3 2025 was $93.0 million, up 65.2% from $56.3 million in Q3 2024 [3][7]. - Adjusted EBITDA increased by 22.0% to $220.0 million from $180.3 million year-over-year [3][7]. Membership and Engagement - Center memberships at the end of Q3 2025 totaled 840,622, reflecting a 1.7% increase from 826,502 in Q3 2024 [3][8]. - Total subscriptions, including center memberships and on-hold memberships, rose to 891,225, a 1.7% increase compared to the previous year [8]. Operational Efficiency - Center operations expenses increased by 11.6% to $414.3 million, primarily due to costs associated with new and ramping centers [3][8]. - General, administrative, and marketing expenses rose by 3.6% to $59.8 million, driven by increased overhead to enhance member services [3][8]. Capital Expenditures and Cash Flow - Total capital expenditures for Q3 2025 were $222.5 million, a 155.5% increase from $87.1 million in Q3 2024 [9]. - Net cash provided by operating activities for the nine months ended September 30, 2025, was $630.7 million, a 53.1% increase compared to the prior year [8][25]. Future Outlook - The company raised its full-year 2025 revenue guidance to between $2,978 million and $2,988 million, reflecting a 13.8% increase from the previous year [12]. - The net income guidance for 2025 is set between $304 million and $306 million, indicating a 95.3% increase from the prior year [12].

Core Insights - Life Time introduced a new hybrid fitness competition format with the inaugural LT Games, held on October 25-26, 2025, at Life Time Target Center in Minneapolis, featuring 150 competitors [1][3] - Lauren Weeks won first place overall and first place female with a record-setting time of 35:59, while Noah Ohlsen secured first place male and second overall with a time of 39:03 [2][3] Event Details - The LT Games consisted of 17 high-intensity strength and conditioning stages, testing participants' power, endurance, and mental toughness [1] - Life Time awarded over $20,000 in prize money to the top five male and female finishers [3] Sponsorship and Collaboration - The event was presented in collaboration with premium performance apparel brand Ten Thousand, along with other sponsors including Aion, Hyperice, and NOBULL Shoes [4] Training and Facilities - Life Time offers a complimentary LT Games training program through its app and has athletic country clubs equipped with best-in-class equipment used in the LT Games [5] Expansion of Athletic Events - The LT Games is part of Life Time's expanding lineup of athletic competitions, which includes the LT Open singles pickleball tournament and over 30 other athletic events [6]

Core Viewpoint - Life Time Group Holdings, Inc. will release its financial results for the third quarter of 2025 on November 4, 2025, before market open, followed by a conference call to discuss the results and provide a business update [1]. Group 1: Financial Results Announcement - The financial results for Q3 2025 will be announced before the market opens on November 4, 2025 [1]. - A conference call is scheduled for 10:00 a.m. ET on the same day to discuss the financial results [1]. Group 2: Participation and Replay Information - A live audio webcast of the conference call will be available at the company's investor relations website [2]. - A recorded replay of the conference call will be accessible approximately three hours after the call concludes and will be available until November 18, 2025 [7]. Group 3: Company Overview - Life Time operates 185 athletic country clubs across the U.S. and Canada and offers a comprehensive app featuring an AI-powered health companion [4]. - The company serves a wide demographic, from ages 90 days to 90+ years, focusing on healthy living, aging, and entertainment experiences [4]. - Life Time is recognized as a Great Place to Work® and is committed to maintaining a strong culture for its 49,000 team members [4].

Core Insights - Life Time announced the return of its 30 Strong Challenge, a 30-day wellness program designed to help members establish healthy habits as seasons change [1][2] - The inaugural year saw over 50,000 participants, leading to the addition of a new daily habit for this year's challenge [3] - The program includes eight daily habits aimed at promoting overall health and well-being [3][4] Program Details - Registration for the 30 Strong Challenge is open, with the program running from October 6 to November 4 [2] - Participants will receive a complimentary 50-minute functional training session and a Get Started Guide with tips and strategies [4] - The eight daily habits include spending time in nature, daily workouts, protein intake, hydration goals, self-care, eliminating alcohol, and ensuring adequate sleep [4] Technology and Support - Life Time's app features L•AI•C, an AI-powered health companion providing guidance on fitness, nutrition, and recovery [5] - The app also offers access to a variety of on-demand and livestream classes led by top instructors [5] Company Overview - Life Time operates 185 athletic country clubs across the U.S. and Canada, focusing on healthy living and aging [7] - The company is recognized for its exceptional workplace culture and commitment to its 49,000 team members [7]

Core Insights - Life Time Group Holdings, Inc. reported strong financial results for the second quarter of fiscal 2025, with total revenue reaching $761.5 million, a 14.0% increase year-over-year, driven by growth in membership dues and in-center revenue [6][7][12] - The company achieved a net income of $72.1 million, reflecting a 36.6% increase compared to the same quarter last year, and an adjusted net income of $84.1 million, up 60.5% [6][12][13] - Life Time's balance sheet remains strong, with a net debt leverage ratio reduced to 1.8 times and total available liquidity of $794.0 million as of June 30, 2025 [14][12] Financial Performance - Total revenue for the six months ended June 30, 2025, was $1,467.5 million, a 16.1% increase from the prior year [6][12] - Adjusted EBITDA for the second quarter was $211.0 million, a 21.6% increase year-over-year, indicating improved operational efficiency [6][12][13] - The company achieved positive free cash flow of $112.5 million for the second quarter and $153.8 million for the six months ended June 30, 2025 [13][14] Membership and Operations - Center memberships increased by 2.0% year-over-year to 849,643, with total memberships, including on-hold memberships, reaching 898,850 [7][29] - The average center revenue per center membership rose to $888, an 11.8% increase compared to the previous year [6][29] - Life Time opened four new centers during the second quarter, bringing the total to 184 centers [12][29] Capital Expenditures and Growth Outlook - Growth capital expenditures for the second quarter were $167.0 million, a 53.8% increase from the prior year, reflecting ongoing expansion efforts [9][12] - The company raised its full-year 2025 guidance, projecting revenue between $2,955 million and $2,985 million, representing a 13.3% increase from the previous year [12][19] - Life Time plans to manage its net debt leverage ratio to remain at or below 2.00 times and anticipates comparable center revenue growth of 9.5% to 10.0% [19][12]

Core Insights - Life Time has launched L•AI•C, an AI-powered wellness companion that provides personalized workouts, nutrition, and recovery tips, leveraging over 30 years of health and wellness expertise [1][2][4] - The AI wellness market is projected to exceed $30 billion by 2030, indicating significant growth potential for Life Time's innovative offerings [1] - L•AI•C is designed to integrate with users' wearable device data over time, enhancing personalization and differentiating it from other AI tools [4][5] Company Overview - Life Time operates more than 180 athletic country clubs across the U.S. and Canada, focusing on promoting healthy living and aging [10] - The company has a comprehensive app that offers a variety of health and wellness resources, including on-demand classes, meditation sessions, and custom health programs [8][10] - Life Time has been recognized as a Great Place to Work®, highlighting its commitment to a positive workplace culture for its over 49,000 employees [10] Product Features - L•AI•C offers personalized support for workouts, nutrition, and recovery, with features such as guided exercise videos and supplement recommendations from registered dietitians [7][8] - The Life Time app includes access to hundreds of on-demand and livestream classes, meditation sessions, and a wealth of editorial content from Experience Life magazine [8][9] - The app is designed to enhance individual health journeys, providing trusted support and resources tailored to user needs [6][7]