Peloton Interactive

Q4 FY2026 EarningsQ4 FY26 results beat consensus across most key metrics, including revenue of $608M vs. $597M expected and GAAP EPS of $0.13 vs. $0.12 expected. The company achieved its first full year of net profitability, supported by a 56.7% gross margin (vs. 56.2% expected) and significant cost restructuring. FY27 revenue guidance of $2.3B-$2.4B was slightly cautious, but the minimum FCF target of $350M reinforces a successful pivot toward financial discipline.