What is the 13F Pro Quality Score for PLNT?

13F Pro ranks Planet Fitness, Inc. (PLNT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PLNT's current score at https://13fpro.ai/company/PLNT (free sign-up required for the full ranking).

Where does 13F Pro source PLNT data?

All Planet Fitness, Inc. fundamentals and ownership data come directly from SEC EDGAR. Planet Fitness, Inc. files with the SEC under CIK 1637207. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PLNT in?

Planet Fitness, Inc. (PLNT) is classified in the Communication Services sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/communication-services.

What drives PLNT's revenue?

Per Planet Fitness, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Franchise segment ($135.8M, +13.5% YoY); Corporate-owned clubs ($143.9M, +3.5% YoY); Equipment ($85.6M, +4.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PLNT.

What are PLNT's largest expenses?

Planet Fitness, Inc.'s latest 10-Q reports these as the largest expense items: Club operations ($81.7M, +5.5% YoY); Cost of revenue ($64.5M, +8.5% YoY); National advertising fund expense ($32.9M, +44.5% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is PLNT research updated on 13F Pro?

PLNT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Planet Fitness, Inc.(PLNT)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Communication Services →NYSEmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 1637207 PLNT stock profile & AI dashboard →

13F Pro Quality Score

67.6/100

Rank #353 of 2,961 stocksTOP 25%

View Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

66.5/100

Profitability

77.8/100

Balance Sheet

80.2/100

Earnings Quality

54.7/100

Free Cash Flow

71.0/100

Institutional Flow

68.1/100

Revenue Scale

56.7/100

Dilution Risk

58.8/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why PLNT Scores 68/100

exact factor attribution · 2026-09-11

PLNT's composite is driven by profitability and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+4.2 pts

78th pct

Revenue growth

+3.3 pts

67th pct

Free cash flow

+3.1 pts

71th pct

Capital efficiency

+3.0 pts

80th pct

Earnings growth

+1.1 pts

73th pct

Scale

+1.0 pts

57th pct

Institutional flow

+0.9 pts

68th pct

Earnings quality

+0.5 pts

55th pct

Shareholder dilution

+0.4 pts

59th pct

Latest change (2026-08-08): 69 → 67 · ↓ Revenue growth 68→55; ↓ Earnings growth 72→59

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PLNT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Planet Fitness, Inc. (PLNT), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores PLNT at 67.6/100 on a 32-signal composite quality model, placing it at rank #353 of 2,961 stocks — the top 25% of the AI-ranked universe. PLNT scores in the top quartile across balance sheet strength (80.2), profitability (77.8). 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. Planet Fitness, Inc.'s 13F Pro composite quality score has ranged between 21 and 75 since 2021, currently 67.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Planet Fitness, Inc.

Quirks, history, and lore behind PLNT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer services company · mid-cap · listed on the NYSE · headquartered in New Hampshire.
2
The Numbers
Operates or franchises over 2,000 locations across North America, generating roughly $1 billion in annual revenue — growth fueled almost entirely by franchise expansion.
3
The History
Founded in the early 1990s in New England, it started as a single gym and grew by making a bet that most gym chains refused to make: target the non-gym-goer.
4
The Secret
Its business model quietly relies on members who never actually show up — because if everyone came at once, the buildings couldn't hold them.
5
The Lore
Famous for its "Judgement Free Zone" philosophy — and for keeping a lunk alarm on the wall to shame anyone who grunts too loudly or drops a weight.
6
The Giveaway
$10 a month memberships, a pizza night at the gym, and a color scheme so aggressively purple and yellow you can spot it from a moving car.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving PLNT's Business? Latest 10-Q Breakdown

AI-extracted from Planet Fitness, Inc.'s 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$365.2M

Net Income

Q2 2026

$67.1M

Free Cash Flow

Q2 2026

$4.0M

Operating Margin

Q2 2026

33.9%

ROIC

Q2 2026

25.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+12.1% YoY

$1.32BFY 2025

FY22 $936.8MFY23 $1.07BFY24 $1.18BFY25 $1.32B

Net Income

+27.4% YoY

$219.1MFY 2025

FY22 $99.4MFY23 $138.3MFY24 $172.0MFY25 $219.1M

Operating Income

+21.7% YoY

$394.7MFY 2025

FY22 $230.1MFY23 $272.9MFY24 $324.2MFY25 $394.7M

Total Assets

+1.1% YoY

$3.10BFY 2025

FY22 $2.85BFY23 $2.97BFY24 $3.07BFY25 $3.10B

Total Debt

+14.3% YoY

$2.51BFY 2025

FY22 $2.02BFY23 $2.00BFY24 $2.19BFY25 $2.51B

Op. Cash Flow

+21.7% YoY

$418.4MFY 2025

FY22 $240.2MFY23 $330.3MFY24 $343.9MFY25 $418.4M

Free Cash Flow

+34.9% YoY

$254.8MFY 2025

FY22 $140.2MFY23 $194.3MFY24 $188.8MFY25 $254.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.32B +12.1%	$1.18B +10.3%	$1.07B +14.4%	$936.8M +59.6%	$587.0M +44.4%	$406.6M
Net Income	$219.1M +27.4%	$172.0M +24.4%	$138.3M +39.1%	$99.4M +132.4%	$42.8M +385.3%	$-15.0M
Operating Income	$394.7M +21.7%	$324.2M +18.8%	$272.9M +18.6%	$230.1M +60.5%	$143.4M +140.0%	$59.8M
Total Assets	$3.10B +1.1%	$3.07B +3.4%	$2.97B +4.0%	$2.85B +41.6%	$2.02B +9.0%	$1.85B
Total Debt	$2.51B +14.3%	$2.19B +9.4%	$2.00B -0.8%	$2.02B +13.8%	$1.78B -0.6%	$1.79B
Operating Cash Flow	$418.4M +21.7%	$343.9M +4.1%	$330.3M +37.5%	$240.2M +26.9%	$189.3M +507.9%	$31.1M
Free Cash Flow	$254.8M +34.9%	$188.8M -2.8%	$194.3M +38.6%	$140.2M +3.6%	$135.2M +731.2%	$-21.4M

Get alerted when PLNT's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Planet Fitness, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PLNT

BlackRock, Inc.
$435.4M8,346,247 sh
T. Rowe Price Investment Management, Inc.
$434.7M8,332,657 sh
SRS Investment Management, LLC
$256.5M4,917,311 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$191.3M3,666,018 sh
VANGUARD CAPITAL MANAGEMENT LLC
$186.9M3,582,059 sh
Dorsal Capital Management, LP
$144.8M2,775,000 sh
AQR CAPITAL MANAGEMENT LLC
$137.7M2,640,170 sh
STATE STREET CORP
$130.3M2,498,658 sh
D. E. Shaw & Co., Inc.
$127.8M2,450,093 sh
STEADFAST CAPITAL MANAGEMENT LP
$108.5M2,080,592 sh

Fund	Value	Shares
BlackRock, Inc.	$435.4M	8,346,247
T. Rowe Price Investment Management, Inc.	$434.7M	8,332,657
SRS Investment Management, LLC	$256.5M	4,917,311
VANGUARD PORTFOLIO MANAGEMENT LLC	$191.3M	3,666,018
VANGUARD CAPITAL MANAGEMENT LLC	$186.9M	3,582,059
Dorsal Capital Management, LP	$144.8M	2,775,000
AQR CAPITAL MANAGEMENT LLC	$137.7M	2,640,170
STATE STREET CORP	$130.3M	2,498,658
D. E. Shaw & Co., Inc.	$127.8M	2,450,093
STEADFAST CAPITAL MANAGEMENT LP	$108.5M	2,080,592

Companies Similar to PLNT

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

NYT

NEW YORK TIMES CO

AI score

Similar quality profile · 19 shared holders

T. Rowe Price Investment Management, Inc.Susquehanna Portfolio Strategies, LLC FORA Capital, LLC

WMG

Warner Music Group Corp.

AI score

Similar quality profile · 15 shared holders

Retirement Systems of Alabama JACOBS LEVY EQUITY MANAGEMENT, INC Partners Group Holding AG

RSI

Rush Street Interactive, Inc.

AI score

Similar quality profile · 15 shared holders

COOPER CREEK PARTNERS MANAGEMENT LLC FRONTIER CAPITAL MANAGEMENT CO LLC VOLORIDGE INVESTMENT MANAGEMENT, LLC

FOX

Fox Corp

AI score

Similar quality profile · 4 shared holders

NORDEA INVESTMENT MANAGEMENT AB Quinn Opportunity Partners LLC AXQ CAPITAL, LP

NFLX

NETFLIX INC

AI score

Similar quality profile · 6 shared holders

SRS Investment Management, LLC ABN AMRO Bank N.V.NORDEA INVESTMENT MANAGEMENT AB

LTH

Life Time Group Holdings, Inc.

AI score

Similar quality profile · 14 shared holders

T. Rowe Price Investment Management, Inc.FRONTIER CAPITAL MANAGEMENT CO LLC Susquehanna Portfolio Strategies, LLC

TMUS

T-Mobile US, Inc.

AI score

Similar quality profile · 6 shared holders

Susquehanna Portfolio Strategies, LLC WORLDQUANT MILLENNIUM ADVISORS LLC NORDEA INVESTMENT MANAGEMENT AB

ROKU

ROKU, INC

AI score

Similar quality profile · 14 shared holders

Quinn Opportunity Partners LLC NORDEA INVESTMENT MANAGEMENT AB Retirement Systems of Alabama

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Communication Services Companies

View all Communication Services →

ACCO

ACCO BRANDS Corp

ACEL

Accel Entertainment, Inc.

ARRAY DIGITAL INFRASTRUCTURE, INC.

ADEA

Adeia Inc.

AEHL

Antelope Enterprise Holdings Ltd

AHMA

AMBITIONS ENTERPRISE MANAGEMENT CO. L.L.C

AIBZ

Bitzero Holdings Inc.

AIFA

All In FutureTech Alliance, Inc.

Put PLNT on your watchlist

Track score changes the day Planet Fitness, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is PLNT a good stock to buy?

13F Pro's AI-powered analysis of Planet Fitness, Inc. (PLNT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PLNT are available on the PLNT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PLNT is classified as a mid company.

Which hedge funds own PLNT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PLNT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Planet Fitness, Inc.'s investment landscape.