Planet Fitness - CL

Q2 FY2026 EarningsQ2 FY2026 results delivered a beat on both top and bottom lines: revenue of $365.2M vs. $356.2M consensus, and GAAP EPS of $0.87 vs. $0.76 mean estimate. Growth was primarily driven by the Franchise segment (+13.5% YoY), aided by a 1% NAF rate hike. Management reiterated its 7% revenue growth guide while raising Adjusted Diluted EPS growth guidance to ~6% (from ~4%), supported by an aggressive $200M share repurchase program that retired 4M shares.