PLNT: Revenue grew 9% as FY26 guidance targets 6.5% Adjusted EBITDA growth

What happened

Planet Fitness reported third-quarter revenue growth of 9%, Adjusted EBITDA growth of 3.9%, and a 1.5% increase in same-club sales. Its fiscal-year guidance targets 8% revenue growth and 6.5% Adjusted EBITDA growth, alongside continued share repurchases and international expansion.

Confirmed

Global impact / market context

The guidance points to expected revenue growth outpacing the latest same-club sales increase, so expansion and other sources may contribute to growth. Continued share repurchases use cash to buy back shares, while international expansion may require spending before it adds revenue.

Analyst inference

Revenue grew faster than Adjusted EBITDA, a measure of operating earnings, suggesting that earnings growth did not keep pace with sales in the quarter. Guidance implies stronger targeted growth, but the summary gives no cost, cash, or expansion-spending details to show what could drive or constrain delivery.

Analyst inference

What to watch

1. Compare future revenue and Adjusted EBITDA results with the company’s stated growth targets; the gap between sales and operating earnings growth may signal cost pressure or changing profitability. Analyst inference
2. Track same-club sales, meaning sales at existing locations, to see whether growth broadens beyond the reported increase and supports revenue without relying only on expansion. Analyst inference
3. Watch for details on repurchases and international expansion, especially their spending and timing, because both can affect cash available and the pace of future revenue growth. Analyst inference

Evidence

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