Life Time Group Q1 revenue slightly beats estimates

Life Time group

05/05/2026 11:55

Overview

U.S. athletic club operator's Q1 revenue rose, slightly beating analyst expectations

Adjusted EPS for Q1 rose, beating analyst expectations

Company raised 2026 outlook, citing higher membership dues and in-center revenue

Outlook

Life Time sees 2026 revenue of $3.32 bln to $3.35 bln, up from $3.3 bln to $3.33 bln

Company raises 2026 comparable center revenue growth outlook to 6.9%-7.5% from 6.3%-7.3%

Result Drivers

MEMBERSHIP DUES & MIX - Revenue growth attributed to higher average dues, improved membership mix, and growth in new and ramping centers

IN-CENTER REVENUE - Increased member utilization of in-center offerings, especially Dynamic Personal Training, contributed to revenue growth

Company press release: ID:nPn5j3vqJa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$788.70 mln
$787.77 mln (13 Analysts)
Q1 Adjusted EPS
Beat
$0.42
$0.35 (13 Analysts)
Q1 Net Income
$88.10 mln
Q1 Adjusted EBITDA
Beat
$226.70 mln
$215.52 mln (13 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the leisure & recreation peer group is "buy"

Wall Street's median 12-month price target for Life Time Group Holdings, Inc is $40.00, about 52.2% above its May 4 closing price of $26.28

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)