Planet Fitness 2025 Q3 Earnings Strong Performance with 39.6% Net Income Growth

Planet Fitness (PLNT) reported robust third-quarter 2025 results, with revenue rising 13.0% to $330.35 million and net income surging 39.6% to $59.18 million. The company exceeded both revenue and earnings expectations, with guidance adjustments reflecting confidence in sustained growth.

Revenue

Planet Fitness’s revenue growth was driven by all three segments: Franchise revenue reached $113.67 million, Corporate-owned clubs contributed $137.83 million, and the Equipment segment generated $78.84 million. This diversification across business lines underscored the company’s resilience and expansion strategy.

Earnings/Net Income

The company’s earnings per share (EPS) increased by 40.0% to $0.70, reflecting improved profitability. With net income growth outpacing revenue, Planet Fitness demonstrated strong operational efficiency, supported by cost management and scale.

Post-Earnings Price Action Review

Following the earnings release, Planet Fitness’s stock surged 10.89% month-to-date, with a 17.27% gain in the latest week. The market responded positively to the company’s outperformance on key metrics, including a 6.9% rise in same-store sales and 35 new club openings. Investors appeared to value the sustained profitability and strategic focus on membership growth.

CEO Commentary

CEO Colleen Keating emphasized the company’s progress in executing its long-term strategy, highlighting the 13% revenue growth and 6.9% same-store sales increase. She noted the shift of franchisee contributions from local to national advertising as a strategic move to enhance brand recognition and drive membership. The tone was optimistic, reflecting confidence in future expansion and operational execution.

Guidance

Management raised 2025 growth targets, citing strong demand and efficient cost controls. Forward-looking statements included expectations for continued same-store sales growth, new club openings, and capital expenditures focused on technology and member experience. The company reaffirmed its commitment to profitability and shareholder returns through stock repurchases.

Additional News

Recent non-earnings developments include Csenge Advisory Group increasing its stake by 273.8% in Q2, signaling institutional confidence. Analysts from Raymond James and UBS reiterated “buy” ratings, with price targets up to $126. Additionally, Planet Fitness ranked #22 on the Franchise Times Top 400 list, underscoring its market leadership in fitness.

The company’s strategic shift in advertising funds and expansion into international markets position Planet Fitness to capitalize on global fitness trends. Institutional support and analyst optimism further reinforce its growth trajectory.

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