Peloton Interactive Q4 revenue flat, paid subscriptions fall

Peloton Interactive

06/08/2026 12:18

Overview
Connected fitness firm's Q4 revenue was flat year-over-year at $608 mln
Company posted Q4 net income of $62 mln, achieving first full year of net profitability
Paid Connected Fitness Subscriptions fell 8.8% year-over-year in Q4

Outlook
Peloton sees Q1 FY27 revenue of $545 mln to $565 mln, up 0.8% yoy at midpoint
Company expects Q1 FY27 gross margin of about 57%, up 550 bps year-over-year
Peloton forecasts FY27 revenue of $2.3 bln to $2.4 bln, down 3.9% at midpoint

Result Drivers
COST SAVINGS - Co said improved cost structure and financial discipline contributed to first full year of net profitability
EQUIPMENT SALES - Outperformance in equipment sales across Peloton and Precor brands helped drive full year revenue above guidance
COMMERCIAL SEGMENT - Commercial Business Unit Revenue grew double digits year-over-year in FY26

Company press release: ID:nGNX2CwRgZ

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
 
$0.13
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the recreational products peer group is "buy."
Wall Street's median 12-month price target for Peloton Interactive Inc is $8.00, about 22.7% above its August 5 closing price of $6.52
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 20 three months ago

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Aug 6 - Planet Fitness Q2 revenue beats; reiterates 2026 revenue growth
Aug 4 - Match Group Q2 revenue slightly misses, partly hurt by decline in payers

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(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.)