STOCK TITAN

TRNR to Report Q1 2026 Results on May 20, 2026; Previews Preliminary Q1 Pro Forma Revenue of Approximately $7.7 Million

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(Neutral)
Rhea-AI Sentiment
(Positive)
Tags
earnings date

TRNR (Nasdaq:TRNR) plans to report Q1 2026 results on May 20, 2026 after filing a Form 12b-25 to use a five-day extension for integrating Ergatta's financials.

Based on preliminary, unaudited data, Q1 2026 revenue is expected to exceed $5.0 million, with pro forma revenue of about $7.7 million including Ergatta for the full quarter.

Ergatta's audited 2025 results show $12.4 million net revenue, $7.2 million gross profit at ~58% margin, $1.1 million income from operations, and $0.7 million net income, plus $3.5 million cash at year-end. Pro forma combined 2025 revenue for TRNR and Ergatta was $24.0 million, and TRNR reiterates expected 2026 full-year pro forma revenue above $30 million. TRNR also indicates Ergatta's 2026 operating income is expected to be about $4.0 million following cost reductions.

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AI-generated analysis. Not financial advice.

Positive

  • Preliminary Q1 2026 revenue expected to exceed $5.0 million
  • Q1 2026 pro forma revenue estimated at approximately $7.7 million
  • Ergatta 2025 net revenue reported at $12.4 million
  • Ergatta 2025 income from operations of $1.1 million and net income of $0.7 million
  • Pro forma combined 2025 revenue for TRNR and Ergatta of $24.0 million
  • TRNR reiterates expectation for 2026 full-year pro forma revenue above $30 million
  • Ergatta 2026 operating income expected to be approximately $4.0 million after cost cuts

Negative

  • TRNR will file Form 12b-25 to delay Q1 2026 10-Q filing by five days
  • Q1 2026 results include only 21 days of Ergatta consolidation
  • Final Q1 2026 net loss and Adjusted EBITDA figures are not yet available and may show losses

News Market Reaction – TRNR

+1.99% 1.9x vol
21 alerts
+1.99% News Effect
+27.4% Peak in 34 hr 28 min
+$42K Valuation Impact
$2.16M Market Cap
1.9x Rel. Volume

On the day this news was published, TRNR gained 1.99%, reflecting a mild positive market reaction. Argus tracked a peak move of +27.4% during that session. Our momentum scanner triggered 21 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $42K to the company's valuation, bringing the market cap to $2.16M at that time. Trading volume was above average at 1.9x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q1 2026 prelim revenue: More than $5.0 million Q1 2026 pro forma revenue: Approximately $7.7 million Ergatta 2025 net revenue: $12.4 million +5 more
8 metrics
Q1 2026 prelim revenue More than $5.0 million Preliminary reported Q1 2026 revenue with 21 days of Ergatta consolidation
Q1 2026 pro forma revenue Approximately $7.7 million Pro forma Q1 2026 revenue assuming full-quarter Ergatta inclusion
Ergatta 2025 net revenue $12.4 million Ergatta standalone net revenue for year ended December 31, 2025
Ergatta 2025 net income $0.7 million Ergatta standalone net income for year ended December 31, 2025
Ergatta 2025 gross margin 58% Gross margin on $7.2 million gross profit in 2025
Ergatta cash balance $3.5 million Cash and cash equivalents as of December 31, 2025
2025 pro forma combined revenue $24.0 million Interactive Strength + Ergatta as if combined from January 1, 2025
2026 full-year pro forma revenue More than $30 million Company reiteration of 2026 pro forma revenue expectation

Market Reality Check

Price: $0.5766 Vol: Volume 43,131 is at 0.41x...
low vol
$0.5766 Last Close
Volume Volume 43,131 is at 0.41x the 20-day average of 105,099, indicating subdued trading ahead of earnings. low
Technical Shares at $0.8627 are 99.32% below the $126.00 52-week high, only 3.32% above the $0.835 52-week low, and trading below the $18.05 200-day MA.

Peers on Argus

Momentum data flags a stock-specific setup: scanner peers like CLIK and WBUY are...
2 Down

Momentum data flags a stock-specific setup: scanner peers like CLIK and WBUY are both moving down (as much as -11.40%), while the sector list shows mixed moves with most peers negative.

Historical Context

5 past events · Latest: Apr 15 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 15 Distribution expansion Positive +8.3% CLMBR placement on Rogue Fitness and >$30M 2026 revenue guidance.
Apr 01 Shareholder letter Positive +9.5% Shareholder letter highlighting 2025 record results and 2026 expectations.
Mar 31 Earnings and buyback Positive +5.4% Record 2025 growth, 2026 guidance, and a $0.5M stock repurchase program.
Mar 20 Buyback authorization Positive +9.8% Authorization of $500,000 repurchase program tied to >$30M 2026 revenue view.
Mar 17 Trade show update Positive -5.4% HFA 2026 exhibition and commentary on >$30M 2026 pro forma revenue.
Pattern Detected

Recent news around growth, acquisitions, and buybacks often saw positive price reactions, with only one notable divergence on a trade-show event.

Recent Company History

Over the past few months, TRNR has focused on transformation and growth. It reported record 2025 revenue of $11.5M with 114% growth, confirmed $30M+ pro forma 2026 revenue guidance, and launched a $0.5M stock repurchase program representing roughly 19–20% of shares. Additional updates highlighted record results, a CLMBR placement on Rogue Fitness, and expanding brand presence at HFA 2026. Today’s preliminary Q1 and Ergatta disclosures extend that same growth and integration narrative.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2026-01-16

The company has an effective Form S-3/A shelf, amended on 2026-01-16 mainly to add an auditor consent. The shelf is effective and has been used in conjunction with prospectus supplements, supporting flexibility for registered offerings, including its at-the-market equity program.

Market Pulse Summary

This announcement previews Q1 2026 revenue of more than $5.0 million and about $7.7 million on a pro...
Analysis

This announcement previews Q1 2026 revenue of more than $5.0 million and about $7.7 million on a pro forma basis, while detailing Ergatta’s 2025 revenue of $12.4 million and positive net income. It reinforces earlier guidance for over $30 million in 2026 pro forma revenue and highlights ongoing integration of recent acquisitions. Investors may watch the May 20 earnings release for full profitability metrics, updated guidance, acquisition pipeline commentary, and details on the stock repurchase program.

Key Terms

form 8-k/a, form 12b-25, current report on form 8-k/a, pro forma combined financial information, +1 more
5 terms
form 8-k/a regulatory
"TRNR May 12 Form 8-K/A Discloses Ergatta Full-Year 2025 Net Revenue..."
A Form 8-K/A is an amended current report filed with the U.S. Securities and Exchange Commission to correct, clarify or add information that was previously disclosed on a Form 8-K about a material corporate event. For investors it matters because it updates the official record—like an edited breaking-news bulletin—so market participants can reassess a company’s risks, valuation or legal exposure based on the most accurate, complete information.
form 12b-25 regulatory
"The Company is expected to file a Notification of Late Filing (Form 12b-25)..."
Form 12b-25 is a notice a publicly traded company files with the U.S. Securities and Exchange Commission when it cannot deliver a required periodic report (like a quarterly or annual financial report) on time. It explains the reason for the delay and gives the company a short, temporary window to finish the report without being marked as delinquent; investors watch it because late filings can signal accounting, operational, or control issues that may affect a company’s reliability and stock risk, much like a missed homework deadline can raise concerns about a student’s preparedness.
current report on form 8-k/a regulatory
"the Company filed a Current Report on Form 8-K/A providing the audited..."
A current report on Form 8‑K/A is an amended filing that updates a previously submitted Form 8‑K, the document companies use to quickly tell the market about important business or financial events. Investors pay attention because the amendment corrects or adds details—like fixing errors, clarifying terms, or changing the expected impact—so it’s like a corrected news bulletin that can alter how you assess a company’s prospects and risk.
pro forma combined financial information financial
"and unaudited pro forma combined financial information of Interactive Strength and Ergatta."
Pro forma combined financial information shows what two or more companies' financial results would have looked like if they had been operating as a single business for a past period, using adjusted numbers that remove one-time items and apply consistent accounting. Investors use these figures as a forward-looking picture to judge the likely size, profitability and cash flow of the combined entity—like viewing a test recipe that mixes two dishes to imagine the final meal—helping compare options and value potential deals.
adjusted ebitda (non-gaap) financial
"Final results, including net loss, Adjusted EBITDA (non-GAAP), and a complete reconciliation..."
Adjusted EBITDA (non-GAAP) is a company’s measure of operating cash profitability that starts with earnings before interest, taxes, depreciation and amortization and then removes or adds back one-time items or other costs management deems unrelated to ongoing operations. Investors use it like a cleaned-up snapshot of how the core business is performing—similar to judging a car’s fuel efficiency after excluding costs that don’t affect how it runs—but should compare the specific adjustments to understand what’s been excluded.

AI-generated analysis. Not financial advice.

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TRNR Preliminary Pro Forma Q1 26 Revenue is Expected to be approximately $7.7 million; Preliminary Reported Q1 2026 Revenue Expected to be More Than $5.0 Million, Reflecting 21 Days of Ergatta Consolidation;

TRNR May 12 Form 8-K/A Discloses Ergatta Full-Year 2025 Net Revenue of $12.4 Million, Income from Operations of $1.1 Million, and Net Income of $0.7 Million

Pro forma combined 2025 revenue of Interactive Strength and Ergatta, as if the acquisition had been completed on January 1, 2025, was $24.0 million

AUSTIN, TX / ACCESS Newswire / May 13, 2026 / Interactive Strength Inc. (Nasdaq:TRNR) ("TRNR" or the "Company"), maker of innovative specialty fitness equipment under the Wattbike, CLMBR, FORME and Ergatta brands, today announced that it expects to report its first quarter 2026 financial results on May 20, 2026, due to additional time required to incorporate the financials of the most recent acquisition, Ergatta. In connection with today's announcement, the Company is providing a preliminary preview of Q1 2026 top-line results. It is also highlighting the May 12 Form 8-K/A, which provides Ergatta, Inc.'s audited, historical financial statements for the fiscal years ended December 31, 2025 and 2024 and unaudited pro forma combined financial information of Interactive Strength and Ergatta.

Trent Ward, CEO of TRNR, stated: "We are excited to report the first set of financials that begin to consolidate Ergatta, and we wanted to provide notice that we would be utilizing the automatic five-day extension and are expecting to report Q1 on May 20. There is additional work when integrating an acquisition into our reporting and we want to ensure we have sufficient time to complete the work."

"We are expecting to report Q1 2026 revenue of more than $5.0 million, reflecting the 21 days of Ergatta's performance that are included in the quarter. On a pro forma basis, which demonstrates the group performance as if Ergatta were included for the full quarter, we expect to have generated approximately $7.7 million in Q1 revenue. We expect to provide complete Q1 financials, summary Q2 forward guidance, and updated commentary on our acquisition pipeline and stock repurchase program on May 20."

"Lastly, we filed the 8-K/A for the Ergatta transaction on May 12 and this reports Ergatta's audited 2025 financials and the pro forma combined financial information of Interactive Strength and Ergatta into the public record. The historical numbers describe a business that, on a standalone basis in 2025, generated $12.4 million in revenue, $7.2 million in gross profit at a 58% gross margin, $1.1 million in income from operations, and $0.7 million in net income. Due to cost cutting as a result of the acquisition, we are expecting Ergatta's operating income to be approximately $4.0 million in 2026."

Q1 2026 Earnings Release Date

TRNR expects to issue its Q1 2026 earnings release on May 20, 2026. The Company is expected to file a Notification of Late Filing (Form 12b-25) with the Securities and Exchange Commission to use the standard five-calendar-day-extension. The additional time supports completion of the Company's integration accounting following the March 11, 2026 closing of the Ergatta acquisition.

Preliminary Q1 2026 Revenue Preview

Based on preliminary, unaudited results, the Company expects to report Q1 2026 revenue of more than $5.0 million. This preliminary figure reflects the first full quarter of Wattbike consolidation following the July 1, 2025 acquisition close, and 21 days of Ergatta consolidation following the March 11, 2026 acquisition close. When including Ergatta for the full period, revenue would have been approximately $7.7 million.

Final results, including net loss, Adjusted EBITDA (non-GAAP), and a complete reconciliation, will be reported on May 20, 2026.

The Company also reiterates that it expects 2026 full year pro forma revenue of more than $30 million.

Form 8-K/A Disclosures: Ergatta Historical and Pro Forma Combined Financial Information

On May 12, 2026, the Company filed a Current Report on Form 8-K/A providing the audited historical financial statements of Ergatta, Inc. for the fiscal years ended December 31, 2025 and 2024 and unaudited pro forma combined financial information of Interactive Strength and Ergatta.

The 8-K/A amends the Company's original Form 8-K dated March 11, 2026 reporting the closing of the Ergatta acquisition. Selected Ergatta historical financial information for the year ended December 31, 2025 disclosed in the Form 8-K/A includes:

  • Net revenue of $12.4 million, including $8.5 million of subscription and content licensing revenue (an increase from $7.7 million in 2024).

  • Gross profit of $7.2 million, representing a gross margin of approximately 58%.

  • Income from operations of $1.1 million.

  • Net income of $0.7 million.

  • Cash and cash equivalents of $3.5 million as of December 31, 2025.

Pro forma combined 2025 revenue of Interactive Strength and Ergatta, as if the acquisition had been completed on January 1, 2025, was $24.0 million, as reported in the Form 8-K/A.

The pro forma combined financial information is presented for illustrative purposes only and is not necessarily indicative of results that would have been reported.

The full Form 8-K/A, including the audited Ergatta financial statements and the unaudited pro forma combined financial information, is available on the Company's investor relations website and through the SEC's EDGAR system.

For more commentary, information and details of TRNR's strategy, as well as to sign up for direct updates, see the Company's investor website, latest FAQs and required filings with the US Securities & Exchange Commission (SEC).

TRNR Investor Contact:

ir@interactivestrength.com

About Interactive Strength Inc.:

Interactive Strength Inc. (Nasdaq:TRNR) is an operationally focused acquirer that has established a leading portfolio of premium fitness brands - Wattbike, CLMBR, FORME and Ergatta - that combine advanced hardware, smart technology, and immersive content to deliver exceptional training experiences for both commercial and home use.

Wattbike offers a range of high-performance indoor bikes that set the global standard in cycling. Known for unmatched accuracy, realistic ride feel, and advanced performance tracking, Wattbike is trusted by elite athletes, national teams, and fitness enthusiasts around the world.

CLMBR redefines the next-generation vertical climbing experience through its patented open-frame design and immersive touchscreen, delivering a high-intensity, low-impact workout that's both efficient and effective.

FORME delivers strength, mobility, and recovery training through immersive content, performance-grade hardware, and expert coaching. Its wall-mounted systems include the Studio, a smart fitness mirror for guided programming and live 1:1 personal training, and the Lift, which adds smart resistance cable training - ideal for high-performance environments and sport-specific development.

Ergatta is a connected fitness company recognized as a pioneer in game-based rowing. Its connected rowing equipment combines competitive, game-based workouts with a premium hardware experience, generating industry-leading engagement and retention metrics.

From elite performance to everyday wellness, the Company's ecosystem of performance-focused solutions delivers data-driven outcomes for athletes, fitness enthusiasts, and commercial operators.

Channels for Disclosure of Information

In compliance with disclosure obligations under Regulation FD, we announce material information to the public through a variety of means, including filings with the Securities and Exchange Commission ("SEC"), press releases, company blog posts, public conference calls, and webcasts, as well as via our investor relations website. Any updates to the list of disclosure channels through which we may announce information will be posted on the investor relations page on our website. The inclusion of our website address or the address of any third-party sites in this press release are intended as inactive textual references only.

Forward Looking Statements:

This press release includes certain statements that are "forward-looking statements" for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements do not relate strictly to historical or current facts and reflect management's assumptions, views, plans, objectives and projections about the future. Forward-looking statements generally are accompanied by words such as "believe", "project", "expect", "anticipate", "estimate", "intend", "strategy", "future", "opportunity", "plan", "may", "should", "will", "would", "will be", "will continue", "will likely result" or similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to: the Company's expected May 20, 2026 issuance of its Q1 2026 earnings release; the Company's expected timing of filing its Quarterly Report on Form 10-Q within the standard five calendar day extension period available under Rule 12b-25; the Company's preliminary Q1 2026 revenue expectation of approximately $5.1 million, which is preliminary and unaudited and which may differ materially from final reported results; the Company's previously disclosed 2026 pro forma revenue guidance of more than $30 million; the expected continued integration and performance of Wattbike and Ergatta; and the Company's ability to achieve operational and financial targets. The unaudited pro forma combined financial information referenced in this press release is presented for illustrative purposes only and is not necessarily indicative of the financial position or results of operations that would have been realized had the acquisition been completed on the dates indicated, nor is it indicative of future operating results or financial position. These forward-looking statements reflect management's current views and are based on certain assumptions that may prove to be inaccurate. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of the Company. Risks and uncertainties include but are not limited to: the Company's ability to complete the preparation and filing of its Quarterly Report on Form 10-Q within the extension period; the possibility that final Q1 2026 financial results may differ materially from the preliminary unaudited revenue figure presented herein; demand for our products; competition, including technological advances made by and new products released by our competitors; our ability to accurately forecast consumer demand for our products and adequately maintain our inventory; our ability to successfully integrate acquired businesses and realize anticipated synergies, including the integration of Ergatta in its first full reporting period; the financial performance of recently acquired businesses, including Ergatta and Wattbike, which may differ materially from expectations; and our reliance on a limited number of suppliers and distributors. A further list and descriptions of these risks, uncertainties and other factors can be found in filings with the Securities and Exchange Commission. To the extent permitted under applicable law, the Company assumes no obligation to update any forward-looking statements.

SOURCE: Interactive Strength Inc.



View the original press release on ACCESS Newswire

FAQ

When will TRNR report its Q1 2026 earnings results?

TRNR expects to report its Q1 2026 earnings on May 20, 2026. According to TRNR, the company will use a standard five-day SEC extension to complete integration accounting for the Ergatta acquisition closed on March 11, 2026.

What is TRNR's preliminary Q1 2026 revenue forecast?

TRNR expects Q1 2026 revenue of more than $5.0 million based on preliminary, unaudited results. According to TRNR, this includes the first full quarter of Wattbike consolidation and 21 days of Ergatta consolidation following the March 11, 2026 acquisition close.

What is TRNR's pro forma Q1 2026 revenue including Ergatta?

TRNR estimates pro forma Q1 2026 revenue of approximately $7.7 million including Ergatta for the full quarter. According to TRNR, this pro forma figure illustrates group performance as if Ergatta had been consolidated for the entire Q1 2026 period.

How did Ergatta perform financially in 2025 before joining TRNR (NASDAQ:TRNR)?

Ergatta reported 2025 net revenue of $12.4 million, with $7.2 million gross profit at about 58% margin. According to TRNR, Ergatta also generated $1.1 million income from operations and $0.7 million net income, with $3.5 million cash at year-end.

What are TRNR's pro forma combined revenues with Ergatta for 2025 and 2026?

TRNR reports pro forma combined 2025 revenue of $24.0 million with Ergatta, assuming a January 1, 2025 closing. According to TRNR, the company also reiterates expectations for 2026 full-year pro forma revenue of more than $30 million.

How is Ergatta expected to contribute to TRNR's profitability in 2026?

TRNR expects Ergatta's 2026 operating income to be about $4.0 million after cost reductions. According to TRNR, this compares with Ergatta's 2025 income from operations of $1.1 million, reflecting anticipated benefits from post-acquisition cost cutting.

Why is TRNR filing a Form 12b-25 for its Q1 2026 report?

TRNR plans to file a Form 12b-25 to use the five-day extension for its Q1 2026 filing. According to TRNR, the extra time supports completion of integration accounting related to the Ergatta acquisition closed on March 11, 2026.