Xponential Fitness (NYSE:XPOF) posts earnings results. Xponential Fitness (NYSE:XPOF - Get Free Report) issued its quarterly earnings results on Thursday. The company reported $0.04 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.08), FiscalAI reports. Xponential Fitness had a negative return on equity of 3.40% and a negative net margin of 13.64%. The company had revenue of $62.26 million for the quarter, compared to the consensus estimate of $63.00 million. During the same period in the previous year, the business posted $0.34 EPS. The business's revenue for the quarter was down 21.0% on a year-over-year basis. Here are the key takeaways from Xponential Fitness' conference call: * Q3 operating results weakened: same-studio sales fell 7.5% (5.6% at Club Pilates), North American systemwide sales declined 2%, revenue decreased 21% to $62.3 million, and adjusted EBITDA fell 27% to $24.3 million. Management cited softer studio performance, lower equipment installations, and merchandise-transition challenges. * 2026 guidance was tightened: expected net new studio openings are now 124-130, and adjusted EBITDA is expected to be $91-$94 million; North American systemwide sales and revenue outlooks were unchanged. Management attributed slower openings partly to tougher real-estate availability and said it is being more selective about sites. * Management reported early signs of improvement from its marketing and technology initiatives. Since the new Club Pilates website launched, lead-form submissions and first-class appointment conversions have increased by a double-digit percentage, while lower cost per lead and stronger YogaSix member-tenure trends were also cited. * International expansion and Club Pilates remain long-term growth priorities. The company ended the quarter with 3,185 studios, including 19 net international openings, and reiterated a goal of growing Club Pilates to more than 2,000 locations domestically within five years, while emphasizing disciplined development. * The board's strategic-alternatives review remains active and could include a sale, merger, or other transaction; the company said it would not comment further while the process is ongoing. Xponential Fitness stock up 5.6%. XPOF traded up $0.25 during trading on Friday, reaching $4.67. 2,561,034 shares of the stock traded hands, compared to its average volume of 855,943. The stock has a market capitalization of $230.23 million, a PE ratio of -3.92 and a beta of 1.07. The stock's 50-day moving average is $4.41 and its 200 day moving average is $5.96. Xponential Fitness has a 12 month low of $3.57 and a 12 month high of $9.25. Xponential Fitness news roundup. Here are the key news stories impacting Xponential Fitness this week: * The Q3 earnings call was characterized as showing growth amid pressure, but the available coverage does not provide enough detail to identify a specific positive development driving the shares. * Q3 revenue was $62.3 million, down from $78.8 million a year earlier and below the roughly $63 million analyst estimate. EPS of $0.04 also missed the $0.12 consensus cited by MarketBeat, compared with $0.34 a year ago. * Operating indicators were also soft: North American system-wide sales fell to $424.3 million from $432.2 million, while same-store sales declined 7.5%. A separate report said the revenue miss weighed on the stock after results. Analysts set new price targets. A number of equities analysts recently issued reports on the company. UBS Group decreased their target price on Xponential Fitness from $7.00 to $4.50 and set a "neutral" rating on the stock in a report on Wednesday, September 16th. Weiss Ratings lowered Xponential Fitness from a "sell (d-)" rating to a "sell (e+)" rating in a research note on Wednesday. Roth Capital decreased their price target on shares of Xponential Fitness from $7.00 to $5.00 and set a "neutral" rating on the stock in a research note on Monday, August 10th. Wall Street Zen cut Xponential Fitness from a "hold" rating to a "sell" rating in a research note on Saturday, August 1st. Finally, Guggenheim lowered shares of Xponential Fitness from a "buy" rating to a "neutral" rating in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $6.50. Xponential Fitness company profile. Xponential Fitness, Inc is a franchisor of boutique health and wellness businesses. Founded in 2017 and headquartered in Irvine, California, the company develops and supports specialized fitness concepts that operate through franchised studios and licensed locations. Its portfolio has included Club Pilates, CycleBar, StretchLab, YogaSix, Pure Barre, AKT, Rumble, STRIDE Fitness and BFT, which offer services such as Pilates, indoor cycling, assisted stretching, yoga, barre, dance-based workouts, boxing-inspired training and group fitness. Further reading. Receive News & Ratings for Xponential Fitness Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Xponential Fitness and related companies with MarketBeat.com's FREE daily email newsletter.

JETSET Pilates opens first Virginia studio in Tysons, entering one of the DC suburbs' most competitive boutique fitness markets. A 25-studio development deal with a Mathnasium multi-unit operator signals JETSET's move beyond its sun belt strongholds. Published: Nov 03 2026, 11:14 AM EST | By Scott Keys JETSET Pilates opened presales at its first Virginia studio last July, and by the time the doors officially open this month at The Boro in Tysons - a mixed-use destination at 1640 Boro Place in the heart of Northern Virginia's commercial core - the franchise is tracking toward hundreds of founding memberships already committed, according to Vertex Fitness Group, the operator behind the location. The Tysons studio is not a standalone opening. It anchors a three-location launch across Virginia, part of a broader development agreement Vertex holds for 25 studios spanning the state, greater Chicago, and the Twin Cities. A Midlothian location follows in December at 14313 Winterview Parkway in Chesterfield County, and a third studio is set to open in early 2027 in Ashburn at 44795 Dulles Overlook Dr. - the same Northern Virginia suburb where Club Pilates, JETSET's dominant national rival in the Reformer category, already operates a studio. For JETSET, the Virginia entry comes as the brand surpasses 400 territories sold and targets 150 open studios by year-end. Founded in Miami in 2010 by Tamara Galinsky and franchising since 2022, the brand opened 25 new locations in the first quarter of 2026 alone across markets including Dallas, Raleigh, Charlotte, Nashville, Salt Lake City, and New York City. By mid-year, JETSET reported more than 70 studios open across the US and Australia, with more than 80 additional openings projected before December. The Tysons studio is the first the brand has opened in Virginia, even as it has operated a presence in Washington, D.C. itself since 2025. The operator behind the Virginia push, Vertex Fitness Group, was co-founded by James Temple and Mo Khalil, who are among the most prolific multi-unit operators in the Mathnasium franchise system - with more than 100 Mathnasium learning centers between them. That background in scaling education and services franchises across large geographies carries direct relevance to a boutique fitness operation that lives or dies on recurring memberships, class consistency, and staff retention. Vertex brought on Christy Rowe, a 15-year boutique fitness and premium retail veteran, as its chief operating officer to lead studio openings, hiring, training, and marketing across every Vertex market. Rowe grew up in Grundy, Virginia, and lives near the Ashburn studio coming in early 2027 - giving Vertex an operational leadership team with genuine Virginia roots at multiple points in the pipeline. "Virginia is home for us," said James Temple, Vertex's co-founder. "I grew up in Suffolk and spent 17 years building a business across this state, and our COO, Christy Rowe, grew up in Grundy and lives just a few miles from the studio we're opening in Ashburn. Tysons is our anchor here, but it was never meant to be a single opening - we're bringing JETSET to Virginia as a network of studios, from Northern Virginia to the Richmond region, so members can find a class close to home and close to work." That network logic matters commercially. The boutique fitness model depends heavily on a member's ability to take classes at multiple locations under a single membership plan; operators who open studios in proximity and in commuting corridor clusters tend to see stronger retention than those entering a single zip code in isolation. Vertex's pre-opening strategy reflected that long-term thinking - before the Tysons studio opened, the team ran "JETSET on the Mat" pop-up classes and private VIP sessions in Tysons, McLean, Vienna, and Great Falls to seed community familiarity and capture founding memberships across a catchment broader than the immediate studio location. JETSET Pilates President and CEO Bertus Albertse pointed directly to Vertex's operational track record in approving the multi-market development agreement. "James and Mo have already proven at Mathnasium that they know how to scale a business the right way, and that experience translates directly to what we're seeing in Virginia," Albertse said. "That kind of discipline, data-driven execution is exactly what we want leading our growth in this market." The Virginia market JETSET is entering is one of the most competitive boutique fitness corridors in the country. Club Pilates - the category's dominant national franchise with more than 900 locations systemwide - has spent several years building a dense Northern Virginia presence. According to Arlington Magazine's Best of Arlington 2026 coverage, Club Pilates' Northern Virginia franchise now operates eight regional studios, including locations in Pentagon City, Falls Church, Tysons, and Clarendon, with at least four additional openings in development. Across the broader Washington metro, Club Pilates locations extend into DC's Georgetown, Tenleytown, Navy Yard, and Mount Vernon Triangle neighborhoods, as well as into Silver Spring, Stafford, and Waldorf in Maryland. JETSET is not entering an open market - it is stepping into one already mapped by an entrenched competitor that holds a meaningful lead in member familiarity and location density. JETSET's differentiation in that environment rests on format, not geography. Where Club Pilates positions itself as a broadly accessible, all-levels Reformer brand with class sizes up to 12, JETSET's offering pairs a 50-minute, music-driven, intensity-forward workout with a 16-reformer studio design and a premium environment positioned at the higher end of the boutique fitness price spectrum. Whether that positioning resonates with the affluent, fitness-active DC suburbs demographic at sufficient volume to build strong unit economics alongside Club Pilates remains to be demonstrated in the Northern Virginia market specifically. For prospective investors evaluating the Pilates franchise category, JETSET's 2026 Franchise Disclosure Document - publicly filed with state franchise registries - outlines a total initial investment range of approximately $413,100 to $806,900, with a $60,000 franchise fee, a 7.5% royalty on gross sales, and a 1.5% advertising contribution, according to the International Franchise Professionals Group. Minimum liquidity requirements are $200,000 for a single unit; multi-unit placements require $400,000 in liquid capital and a minimum net worth above $1 million. Critically, JETSET's 2025 FDD does not include an Item 19 financial performance representation, meaning the brand does not publicly disclose average unit revenue or franchisee earnings from its FDD. Prospective owners should request the current FDD directly from JETSET Pilates, review Item 20 for the contact information of current and former franchisees, and consult a qualified franchise attorney before making any investment decision. Virginia is not a franchise registration state, so JETSET faces no state-level pre-sale registration requirement there - a distinction that accelerates its ability to sign and open locations across the commonwealth. The three Virginia studios are expected to generate approximately 60 jobs in total, according to Vertex, covering general managers, studio leads, community leads, and certified JETSET instructors. With the Midlothian studio scheduled to open in December and Ashburn to follow in early 2027, the pace of the Virginia rollout will be the clearest early indicator of how quickly Vertex can execute its 25-unit pipeline. JETSET's year-end targets - 500 territories and 150 open studios - put the brand's execution against those numbers in view before the new year. The rate at which the Tysons studio converts founding memberships into recurring revenue, and whether JETSET can sustain that conversion in subsequent Virginia openings, will tell franchise investors far more about the brand's Mid-Atlantic potential than any single grand opening. Editor's Pick