Stocks Consumer discretionary XPOF
NYSE · Consumer discretionaryXponential Fitness, Inc. (XPOF)
Xponential Fitness, Inc. brought in $271.9M of revenue over the twelve months to September 30, 2026, down 13.7% from a year earlier. It posted a net loss of $33.5M. Operating cash flow minus capital spending left $24.7M of free cash flow in fiscal 2025. At September 30, 2026 it held $27.2M in cash against $521.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about Xponential Fitness, Inc.
- Net worth
- Xponential Fitness, Inc. has a market value (market cap) of $233.8M at the latest share price, and shareholders' equity of -$316.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $314.9M (-1.7% year on year), with a net loss of $38.7M. Over the 12 months to September 30, 2026: revenue $271.9M, net loss $33.5M.
- Cash flow
- In fiscal 2025 operations brought in $28.3M of cash; after $3.6M of capital spending, free cash flow was $24.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Xponential Fitness, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Xponential Fitness, Inc. does
Xponential Fitness, Inc. is registered with the SEC under industry code SIC 7990 (Services-Miscellaneous Amusement & Recreation). Its shares trade on NYSE under the ticker XPOF.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $314.9M | -$38.7M | -$1.47 | $24.7M |
| 2024 | $320.3M | -$67.7M | -$2.27 | $7M |
| 2023 | $317.9M | -$4M | -$0.52 | $25.3M |
| 2022 | $243.2M | $1.2M | -$0.88 | $43.1M |
| 2021 | $155.1M | -$18.8M | -$2.85 | $10.8M |
| 2021 | $106.6M | -$13.6M | n/a | -$2.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where XPOF ranks in Consumer discretionary
Latest SEC filings
What Xponential Fitness, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 21% to $62.3M versus the same quarter last year; diluted EPS $0.10 versus -$0.18.
- November 5, 2026
- October 30, 2026Activist stake changed SCHEDULE 13D/A
- October 20, 2026Activist stake changed SCHEDULE 13D/A
- October 13, 2026
- October 7, 2026Activist stake changed SCHEDULE 13D/A
- September 30, 2026Activist stake changed SCHEDULE 13D/A
- September 8, 2026
- August 25, 2026Activist stake (5% or more) SCHEDULE 13D
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 13% to $66M versus the same quarter last year; diluted EPS -$0.10 versus -$0.01.
What is XPOF worth? A DCF from its reported cash flow
Insider trades
What the people running Xponential Fitness, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 3 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 1, 2026 | Parent Haughey NicoleDirector | Received as pay | 7,051 | - |
| October 1, 2026 | Grabowski MarkDirector, 10% owner | Received as pay | 8,278 | - |
| October 1, 2026 | Lee Rachel H.Director | Received as pay | 8,094 | - |
| August 7, 2026 | Nuzzo MichaelChief Executive Officer | Shares withheld for tax | 22,221 | $111.8K |
| July 1, 2026 | Parent Haughey NicoleDirector | Received as pay | 4,158 | - |
| July 1, 2026 | Yang Tseli LilyDirector | Received as pay | 4,411 | - |
| July 1, 2026 | Lee Rachel H.Director | Received as pay | 4,773 | - |
| July 1, 2026 | Grabowski MarkDirector, 10% owner | Received as pay | 4,881 | - |
Who owns XPOF
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Mark Grabowski13D, may seek influence with 2 related filers | 24.3% | November 22, 2024 |
| Anthony Geisler13D, may seek influence with 2 related filers | 19% | August 1, 2025 |
| Voss Capital, LP13D, may seek influence with 4 related filers | 16.2% | May 13, 2026 |
| Fund 1 Investments, LLC13D, may seek influence | 9.9% | October 30, 2026 |
| Shay Capital LLC13G, passive with 1 related filers | 5.2% | June 1, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 118 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Voss Capital, LP | 6,795,956 | +337,303 |
| Shay Capital LLC | 2,694,483 | +1,620,832 |
| BlackRock, Inc. | 2,436,664 | +650,964 |
| D. E. Shaw & Co., Inc. | 1,954,304 | +158,182 |
| Fund 1 Investments, LLC | 1,808,068 | new |
| Kanen Wealth Management LLC | 1,702,669 | +856,747 |
| MSD Partners, L.P. | 1,655,390 | 0 |
| Vanguard Capital Management LLC | 1,456,448 | +291,076 |
| Hudson Bay Capital Management LP | 1,250,000 | 0 |
| Grizzlyrock Capital, LLC | 1,171,622 | +177,042 |
| Geode Capital Management, LLC | 861,915 | +207,777 |
| Nomura Holdings Inc | 648,679 | +97,711 |
| State Street Corp | 631,446 | +65,708 |
| CenterBook Partners LP | 627,951 | -288,691 |
| K2 Principal Fund, L.P. | 537,923 | -62,077 |
| Solel Partners LP | 485,300 | -759,700 |
| Caspian Capital LP | 450,355 | 0 |
| Luxor Capital Group, LP | 431,725 | -177,550 |
| CastleKnight Management LP | 381,500 | 0 |
| Goldman Sachs Group Inc | 377,971 | +112,871 |
Insiders
11 insiders reported holding 2,357,330 shares in total, about $11.2M at the last price.
| Holder | Shares |
|---|---|
| Nuzzo MichaelChief Executive Officer | 879,272 |
| Meloun John PChief Financial Officer | 326,026 |
| O'Connor Gavin M.See Remarks | 231,602 |
| Parra Danielle PortoPresident | 219,905 |
| Voss Capital, LP10% owner | 184,324184,324 held indirectly |
| Weiderhoft Timothy PaulChief Operating Officer NA | 183,619 |
| Haase Bruce NDirector | 107,648 |
| Grabowski MarkDirector, 10% owner | 97,205 |
| Lee Rachel H.Director | 48,511 |
| Yang Tseli LilyDirector | 46,204 |
Questions about XPOF
What does Xponential Fitness, Inc. do?
Xponential Fitness, Inc. is a company in the Consumer discretionary sector, listed on NYSE as XPOF. Its shares trade on NYSE under the ticker XPOF.
What is Xponential Fitness, Inc.'s net worth?
Xponential Fitness, Inc. has a market value (market cap) of $233.8M at the latest share price, and shareholders' equity of -$316.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Xponential Fitness, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $33.5M on revenue of $271.9M.
How much revenue does Xponential Fitness, Inc. make?
Over the twelve months to September 30, 2026 Xponential Fitness, Inc. reported revenue of $271.9M. That is 13.7% less than a year earlier.
When did Xponential Fitness, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is Xponential Fitness, Inc.'s next earnings report?
Xponential Fitness, Inc.'s next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Xponential Fitness, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.