AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 7.1% YoY to $365.2M as Equipment and NAF fee increases drove growth, but system-wide same-club sales growth decelerated sharply to 1.7% from 8.2% a year ago.
Biggest Revenue Drivers
Franchise segment$135.8M+13.5% YoY
Increase driven by higher NAF revenue and franchise revenue
Corporate-owned clubs$143.9M+3.5% YoY
New clubs opened since April 2025 and same club sales growth, partly offset by lower revenue from eight California clubs sold to a franchisee
Biggest Revenue Drivers
Total revenue: $365.2M+7.1% YoY
Franchise segment$135.8M+13.5% YoY
Increase driven by higher NAF revenue and franchise revenue
Within Franchise segment
NAF revenue$32.9M+44.5% YoY
1% rate increase to NAF contributions (2% to 3% for 2026), higher same club sales and new clubs opened
Royalty revenue$85.9M+5.8% YoY
Franchise same club sales increase of 1.7% and new clubs opened since April 2025
Corporate-owned clubs$143.9M+3.5% YoY
New clubs opened since April 2025 and same club sales growth, partly offset by lower revenue from eight California clubs sold to a franchisee
Equipment$85.6M+4.1% YoY
Higher revenue from equipment sales to new and existing franchisee-owned clubs
Largest Expense Items
Club operations$81.7M+5.5% YoY
Higher marketing, payroll and occupancy costs from new clubs and same club sales base, partly offset by sold California clubs
Cost of revenue$64.5M+8.5% YoY
Higher equipment sales to new and existing franchisee-owned clubs
National advertising fund expense$32.9M+44.5% YoY
Higher advertising and marketing expenditures tied to higher national advertising revenue
Depreciation and amortization$40.1M+4.5% YoY
Increase from new clubs opened, partly offset by certain intangible assets becoming fully amortized
Margins: Income from operations margin rose to 33.9% of revenue from 30.1% YoY, boosted by a $12.3M net gain (vs. a $4.9M loss a year earlier), largely from the sale of the Australia equity investment; interest expense rose 27.6% on new debt issuance and a Variable Funding Notes draw used to fund buybacks.
Watch Items from the Filing
System-wide same club sales growth decelerated sharply to 1.7% in Q2 2026 from 8.2% in Q2 2025.
Company repurchased 3.97M shares for $200.0M in Q2 under the 2025 Share Repurchase Program, with $250.0M remaining, while total stockholders' deficit widened to $614.7M.
Equipment segment Adjusted EBITDA fell 8.0% YoY to $24.3M despite revenue growth, due to timing of replacement equipment discounts.
A $12.5M one-time gain from the sale of the Bravo Fit Holdings (Australia) equity-method investment inflated other gains and operating income this quarter.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Acoca BernardReporting ownerGrant or award · May 5, 2026
Congress trading in PLNT
1 transaction in PLNT reported by 1 member of Congress under the STOCK Act, most recent trade Nov 30, 2022. Reported transactions, not recommendations.
About Planet Fitness, Inc. (PLNT): stock profile, AI score and financials
Planet Fitness, Inc. (PLNT) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores PLNT at 67.8/100 on a composite quality score built from its SEC filings, placing it at rank #343 of 2,925 stocks — the top 25% of the AI-ranked universe. PLNT scores in the top quartile across balance sheet strength (80.0), profitability (77.5). Based on the latest XBRL financial filings (Q2 2026), Planet Fitness, Inc. reports quarterly revenue of $365.2M, net income of $67.1M, an operating margin of 33.9%. Top institutional holders of PLNT by reported 13-F value include BlackRock, T. Rowe Price Investment Management, SRS Investment Management, based on the most recent SEC filings. PLNT trades on the NYSE exchange and files with the SEC under CIK 1637207. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PLNT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Planet Fitness, Inc. directly from SEC EDGAR.