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Planet Fitness, Inc. 10-Q Filings

PLNT NYSE

Every 10-Q that Planet Fitness, Inc. (PLNT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow PLNT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PLNT filings page.

Rhea-AI Summary

Planet Fitness, Inc. reported higher profitability for the quarter ended June 30, 2026 while continuing to expand its club base. Total revenue for the quarter was $365.2 million, up from $340.9 million a year earlier, driven by franchise fees, national advertising fund revenue, corporate-owned clubs and equipment sales. Net income including non‑controlling interests was $67.4 million versus $58.3 million, and Adjusted EBITDA was $152.8 million.

The company operated 2,930 clubs (2,636 franchised, 294 corporate-owned) and served approximately 21.5 million members as of June 30, 2026. System‑wide sales were $1.4 billion in each of the three‑month periods ended June 30, 2026 and 2025, while system‑wide same club sales grew 1.7% in the quarter. Cash, cash equivalents and restricted cash totaled $371.2 million, against total long‑term debt of $2.50 billion plus $75.0 million drawn on Variable Funding Notes.

Operating cash flow for the first six months was $193.4 million. The company repurchased and retired 4.58 million Class A shares for $250.0 million under its 2025 Share Repurchase Program, leaving $250.0 million authorized. Franchise, corporate-owned and equipment segments generated Segment Adjusted EBITDA of $186.5 million, $104.0 million and $43.8 million, respectively, for the first half of 2026.

Rhea-AI Summary

Planet Fitness, Inc. delivered strong growth for the three months ended March 31, 2026, with total revenue rising to $337.2 million from $276.7 million, a 21.9% increase. Net income increased to $51.8 million from $42.1 million, and diluted EPS rose to $0.65 from $0.50.

Growth was broad-based: franchise segment revenue grew 16.7% to $134.5 million, corporate-owned club revenue rose 5.2% to $140.6 million, and equipment revenue more than doubled, up 123.4% to $62.1 million, driven by higher sales to existing and new franchisee-owned clubs.

System-wide sales reached $1.4 billion versus $1.3 billion, while same club sales increased 3.5% for franchisee-owned, corporate-owned and system-wide clubs. Club count expanded to 2,909 locations, including 2,617 franchised and 292 corporate-owned, and members totaled about 21.5 million.

Rhea-AI Summary

Planet Fitness (PLNT) reported stronger Q3 results, with total revenue of $330.3 million, up from $292.2 million a year ago, driven by growth across franchise ($92.2 million), corporate-owned clubs ($137.8 million), equipment ($78.8 million), and national advertising fund revenue ($21.4 million). Income from operations rose to $107.1 million from $81.3 million as cost controls and lower depreciation supported margins. Net income attributable to Planet Fitness, Inc. increased to $58.8 million, and diluted EPS reached $0.70, up from $0.50.

For the nine months, revenue reached $947.9 million versus $841.2 million, with net cash provided by operating activities of $309.4 million. The company sold eight corporate-owned clubs in California for $21.6 million, recording a $6.4 million gain. Cash and cash equivalents were $329.0 million, and long-term debt totaled $2.16 billion (carrying value, net). The board’s 2024 repurchase program remained active, with $150.0 million of Class A shares repurchased year-to-date; $350.0 million remains authorized. Deferred revenue stood at $95.4 million, reflecting future performance obligations.