Peloton Interactive, Inc. filings document formal disclosures for an operating company built around connected fitness products, subscription content, software-enabled instruction and commercial fitness equipment. Recent 8-K reports furnish quarterly operating results and financial condition updates, including GAAP and non-GAAP reconciliations, subscription metrics, revenue by business drivers, margins, adjusted EBITDA, free cash flow and debt-related measures.
The company’s regulatory record also covers executive officer transitions, advisory and compensation arrangements, executive compensation program changes, Regulation FD disclosures and annual-meeting results. Proxy materials and voting reports describe board elections, auditor ratification and Peloton’s dual-class common stock structure, including Class A and Class B voting rights.
Peloton Interactive, Inc. DNB Asset Management reported beneficial ownership of 22,685,343 shares of Class A Common Stock, representing 6.61% of the class as of 03/31/2026. The filing states DNB has sole voting and sole dispositive power over these shares. The filing was signed by Jens Kildal on 05/14/2026.
Peloton Interactive reported improved results for the quarter ended March 31, 2026. Revenue was $630.9 million, slightly above $624.0 million a year earlier, with Subscription revenue of $428.0 million and Connected Fitness Products revenue of $202.9 million.
The company generated quarterly net income of $26.4 million, compared with a net loss of $47.7 million in the prior-year quarter, and has earned $1.6 million over the first nine months versus a $140.5 million loss a year ago. Gross profit for the quarter rose to $327.3 million.
Peloton ended the period with $1,126.3 million in cash and cash equivalents and total assets of $2,017.4 million. It repaid the remaining $199.0 million of its 0.00% convertible notes due 2026 and now carries a $1.0 billion term loan and $350.0 million of 5.50% convertible notes due 2029. Stockholders’ deficit narrowed to $241.9 million from $413.8 million.
The business continues to execute restructuring plans aimed at cost reduction and efficiency, incurring $7.8 million of restructuring and related impairment charges in the quarter. Peloton reports a highly engaged base of nearly 5.8 million Members, 2.662 million Ending Paid Connected Fitness Subscriptions, and maintains low 1.2% Average Net Monthly Paid Connected Fitness Subscription Churn.
Peloton Interactive reported Q3 FY2026 results showing a profitable quarter and stronger cash generation. Total revenue was $630.9 million, up 1% year-over-year, as Connected Fitness product sales and subscription revenue both contributed. Net income reached $26.4 million, compared with a loss a year ago.
Adjusted EBITDA was $126.2 million, up 41% year-over-year, and free cash flow was $150.5 million, up 59%. Net debt fell to $173.1 million, a 70% year-over-year reduction. Paid Connected Fitness subscriptions declined 7.6% to 2.662 million, while churn improved to 1.2%.
For full-year FY2026, Peloton now expects revenue of $2.42–$2.44 billion (about 2% below FY2025), gross margin of roughly 52.5%, adjusted EBITDA of $470–$480 million, and free cash flow around $350 million, all reflecting stronger profitability despite a smaller subscriber base.
FMR LLC filed a Schedule 13G/A reporting beneficial ownership of 2,780,177.25 shares of Peloton Interactive Inc. Class A common stock, equal to 0.7% of the class as disclosed. The filing shows sole voting power of 2,727,324.33 and sole dispositive power of 2,780,177.25, with the position dated 03/31/2026.
Peloton Interactive Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 21,103,675 shares of Peloton common stock, representing 5.15% of the class as of 03/31/2026. The filing shows sole power to vote 3,134,344 shares and sole dispositive power over 21,103,675 shares. The statement clarifies these holdings include securities held by Vanguard funds and affiliates and is signed by Vanguard's Head of Global Fund Administration on 04/30/2026.
PELOTON INTERACTIVE, INC. interim CFO and CAO Saqib Baig executed an open-market sale of 15,000 shares of Class A Common Stock at $5.50 per share on 2026-04-27. Following this transaction, he directly holds 199,059.47 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on 2025-09-02.
PELOTON INTERACTIVE, INC. Chief Operating Officer Charles Peter Kirol sold 3,670 shares of Class A Common Stock in an open-market transaction on April 20, 2026 at a weighted average price of $5.163 per share. The sale was executed under a Rule 10b5-1 trading plan adopted on May 29, 2025, and Kirol now holds 121,442 shares directly.
Morgan Stanley Smith Barney LLC Executive Financial Services reported a Form 144 notice showing an intended sale of 3,670 shares of Common stock tied to Restricted Stock Units, dated 04/15/2026. The filing lists prior 10b5-1 sales by Charles Kirol totaling 29,624 shares in three transactions during 01/21/2026, 02/17/2026, and 04/16/2026, with gross proceeds shown for each trade.
Peloton Interactive Chief Operating Officer Charles Peter Kirol reported routine stock transactions linked to restricted stock units (RSUs). On April 15, 2026, he exercised RSUs covering 56,510 shares of Class A Common Stock at a conversion price of $0.00 per share, receiving the same number of shares.
Following the RSU settlement, on April 16, 2026 he sold 19,806 shares of Class A Common Stock in open-market trades at a weighted average price of $5.0205 per share, with individual prices ranging from $5.0200 to $5.0650. A footnote states the sale was made solely to cover his tax liability from the RSU settlement.
After these transactions, Kirol directly held 125,112 shares of Class A Common Stock and 452,080 RSUs, which vest quarterly in 1/12 installments beginning July 15, 2025, contingent on his continued service.
Peloton Interactive reported insider sales via Form 144 by Charles P. Kirol. The filing lists a planned transfer of 19,806 Class A Common shares tied to restricted stock vesting on 04/15/2026 and three reported sales in the prior months: 6,419, 3,399, and 22,520 shares with the proceeds shown alongside each sale.