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Peloton Interactive vs YETI: revenue, profit, margins and growth compared

Peloton Interactive brought in $2.4B of revenue in fiscal 2026, YETI $1.9B in fiscal 2025. Revenue changed by -1.8% at Peloton Interactive and +2.1% at YETI on the year before, so YETI grew faster. Peloton Interactive kept 2.6% of its revenue as net profit, YETI 8.9%. Free cash flow was $377.7M at Peloton Interactive and $212.1M at YETI.

Side by side, latest fiscal year

PTONYETI
Fiscal year endedFY2026 (June 30, 2026)FY2025 (January 3, 2026)
Revenue$2.4B$1.9B
Revenue growth-1.8%+2.1%
Net income$63.2M$165.4M
Net margin2.6%8.9%
Free cash flow$377.7M$212.1M
Free cash flow margin15.4%11.3%
Earnings per share (diluted)$0.14$2.03
Cash$1.2B$188.3M
Debt$1.3B$73.8M
Price to earnings35.120.8
Market value$2.2B$3.1B
Dividend yieldn/an/a
Rank by revenue in sector#325 of 778 · Consumer discretionary#366 of 778 · Consumer discretionary

Over the years

Revenue
PTON FY2020: $915MPTON FY2020: $1.8BPTON FY2021: $4BPTON FY2022: $3.6BPTON FY2023: $2.8BPTON FY2024: $2.7BPTON FY2025: $2.5BPTON FY2026: $2.4BYETI FY2018: $778.8MYETI FY2019: $913.7MYETI FY2020: $1.1BYETI FY2021: $1.4BYETI FY2022: $1.6BYETI FY2023: $1.7BYETI FY2024: $1.8BYETI FY2025: $1.9BFY18FY19FY20FY21FY22FY23FY24FY25FY26
PTON $2.4BYETI $1.9B
Net income
PTON FY2020: -$195.6MPTON FY2020: -$71.6MPTON FY2021: -$189MPTON FY2022: -$2.8BPTON FY2023: -$1.3BPTON FY2024: -$551.9MPTON FY2025: -$118.9MPTON FY2026: $63.2MYETI FY2018: $57.8MYETI FY2019: $50.4MYETI FY2020: $155.8MYETI FY2021: $212.6MYETI FY2022: $89.7MYETI FY2023: $169.9MYETI FY2024: $175.7MYETI FY2025: $165.4MFY18FY19FY20FY21FY22FY23FY24FY25FY26
PTON $63.2MYETI $165.4M
Net margin
PTON FY2020: -21.4%PTON FY2020: -3.9%PTON FY2021: -4.7%PTON FY2022: -78.9%PTON FY2023: -45.1%PTON FY2024: -20.4%PTON FY2025: -4.8%PTON FY2026: 2.6%YETI FY2018: 7.4%YETI FY2019: 5.5%YETI FY2020: 14.3%YETI FY2021: 15.1%YETI FY2022: 5.6%YETI FY2023: 10.2%YETI FY2024: 9.6%YETI FY2025: 8.9%FY18FY19FY20FY21FY22FY23FY24FY25FY26
PTON 2.6%YETI 8.9%
Revenue growth
PTON FY2020: +99.6%PTON FY2021: +120.3%PTON FY2022: -10.9%PTON FY2023: -21.8%PTON FY2024: -3.6%PTON FY2025: -7.8%PTON FY2026: -1.8%YETI FY2019: +17.3%YETI FY2020: +19.5%YETI FY2021: +29.2%YETI FY2022: +13.1%YETI FY2023: +4.0%YETI FY2024: +10.3%YETI FY2025: +2.1%FY19FY20FY21FY22FY23FY24FY25FY26
PTON -1.8%YETI +2.1%
Free cash flow
PTON FY2020: -$191.6MPTON FY2020: $223.4MPTON FY2021: -$480.7MPTON FY2022: -$2.4BPTON FY2023: -$470MPTON FY2024: -$85.8MPTON FY2025: $323.7MPTON FY2026: $377.7MYETI FY2018: $155.2MYETI FY2019: $54.8MYETI FY2020: $350.9MYETI FY2021: $90.4MYETI FY2022: $55MYETI FY2023: $235.3MYETI FY2024: $219.6MYETI FY2025: $212.1MFY18FY19FY20FY21FY22FY23FY24FY25FY26
PTON $377.7MYETI $212.1M

Fiscal years as each company reports them; the two may end in different months.

Questions about Peloton Interactive and YETI

Which is bigger by revenue, Peloton Interactive or YETI?

Peloton Interactive is bigger by revenue: $2.4B in fiscal 2026, against $1.9B for YETI in fiscal 2025.

Which keeps more of its revenue as profit, Peloton Interactive or YETI?

Peloton Interactive had a net margin of 2.6% in fiscal 2026; YETI had 8.9% in fiscal 2025.

Which grew revenue faster, Peloton Interactive or YETI?

In their latest fiscal years revenue changed by -1.8% at Peloton Interactive and +2.1% at YETI.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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