Life Time Group Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy LTH?
Source: seekingalpha
- Strong Earnings Report: Life Time Group reported a Q4 non-GAAP EPS of $0.34, beating expectations by $0.01, with revenue of $745.1 million reflecting a 12.3% year-over-year increase, driven by robust growth in membership dues and in-center revenue, indicating strong market competitiveness.
- Membership Growth: As of December 31, 2025, total center memberships reached 822,380, an increase of 10,318 from the previous year, although down 18,242 from Q3, aligning with seasonal expectations and demonstrating the effectiveness of the company's membership growth strategy in new centers.
- New Center Openings: The company opened four new centers in Q4, totaling ten for the year, bringing the total to 189 centers, showcasing its commitment and capability to expand operations and enhance market coverage.
- Future Outlook: The FY26 revenue guidance is set between $3.3 billion and $3.33 billion, with adjusted EBITDA expectations of $910 million to $925 million; despite a projected decline in net income, the overall growth trend remains positive, reflecting the company's confidence in future performance.
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Analyst Views on LTH
Wall Street analysts forecast LTH stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 26.160
Low
36.00
Averages
40.50
High
48.00
Current: 26.160
Low
36.00
Averages
40.50
High
48.00
About LTH
Life Time Group Holdings, Inc. is a holding company. It is a lifestyle and leisure brand offering health, fitness and wellness experiences to a community of more than 1.5 million individual members. It designs, builds and operates its athletic country club destinations that are distinctive and large, multi-use sports and athletic, professional fitness, family recreation and spa centers in a resort-like environment. It offers fitness floors with equipment, spacious locker rooms, group fitness studios and spaces, indoor and outdoor pools and bistros, indoor and outdoor tennis courts, indoor and outdoor pickleball courts, basketball courts, LifeSpa, LifeCafe and its childcare and Kids Academy learning spaces. Its Life Time Digital features include live streaming fitness classes, remote goal-based personal training, nutrition and weight loss support, and curated health, fitness and wellness content. It has a portfolio of over 175 athletic country clubs across the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Berkshire Hathaway Earnings Decline: In Warren Buffett's last quarter as CEO, Berkshire Hathaway reported a nearly 30% drop in operating earnings, primarily due to a 54% decline in profits from its insurance underwriting business, although new CEO Greg Abel's shareholder letter received positive feedback from analysts.
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- Market Response: Concerns over the conflict caused stock futures to plummet sharply in premarket trading, while gold futures rose as investors sought safe havens, and Wall Street's fear gauge surged to its highest level since 2026, indicating heightened market anxiety about future developments.
- Berkshire Hathaway Earnings: In Warren Buffett's last quarter as CEO, operating earnings fell nearly 30%, primarily due to a 54% drop in profits from the insurance underwriting business; however, new CEO Greg Abel's shareholder letter received positive feedback from analysts, reflecting a commitment to the company's value-focused philosophy.
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See More
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- Record Participation: The 2026 Life Time 305 Half Marathon and 5K welcomed a record 4,500 runners, solidifying Miami's status as a global running destination and reflecting the growing enthusiasm for healthy lifestyles.
- Local Athletes Shine: Miami locals Caroline Lefrak and Alexander Beach clinched the women's and men's Half Marathon titles with times of 1:23:00 and 1:12:38, respectively, showcasing local talent and the event's appeal.
- Rich Event Experience: Participants enjoyed a vibrant Finish Festival featuring live DJs, cold plunges, and medal engraving, with a unique finisher medal ribbon designed by Miami artist Vic Garcia, enhancing the cultural experience and event attractiveness.
- Expanding Business Footprint: Life Time operates six athletic clubs in Florida and plans to open three more by 2027, further strengthening its influence in the local community and promoting the adoption of healthy lifestyles.
See More
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- Record Participation: The 2026 Life Time 305 Half Marathon and 5K welcomed a record 4,500 runners from 37 states and 36 countries, reinforcing Miami's status as a global running destination and highlighting the enthusiasm for healthy lifestyles.
- Local Athletes Shine: Miami locals Caroline Lefrak and Alexander Beach clinched the women's and men's Half Marathon titles with times of 1:23:00 and 1:12:38 respectively, showcasing local talent and support for the event.
- Rich Event Experience: Participants enjoyed a vibrant Finish Festival featuring live DJs, cold plunges, and medal engraving, while the debut of a finisher medal ribbon designed by Miami artist Vic Garcia added a unique cultural touch, enhancing the event's appeal.
- Expanding Business Footprint: Life Time operates six athletic clubs in Florida and plans to open three more by 2027, demonstrating the company's commitment to providing more health engagement opportunities for the local community and furthering its global brand influence.
See More
Gym Industry Reflects U.S. Economic Divide
- Affluent Spending Continues: Life Time Group Holdings reported a 12.3% year-over-year revenue increase to $745.1 million in Q4, indicating that high-income consumers are still spending robustly on health and fitness, with membership dues raised by $10 to $30 yet demand remains strong, showcasing the resilience of its business model under economic pressures.
- Planet Fitness Growth Weakens: Despite adding 1.1 million new members and achieving double-digit revenue growth in 2025, Planet Fitness's outlook for 2026 fell short of Wall Street expectations, projecting only 9% revenue growth and same-store sales growth of 4% to 5%, raising concerns about demand.
- Consumer Spending Divide: The results from both companies highlight a
See More
Life Time Group Reports Strong Q4 2025 Earnings and Growth Outlook
- Financial Performance Boost: Life Time reported total revenue of $745 million for 2025, reflecting a 12.3% year-over-year increase, with adjusted net income reaching $77 million, up 28.4%, indicating significant improvements in membership growth and operational efficiency across centers.
- Strong Membership Growth: By the end of 2025, Life Time had over 822,000 center memberships and nearly 873,000 total memberships, with average monthly dues rising to $223, a 10.8% increase from the previous year, showcasing the company's enhanced market appeal and customer loyalty.
- Share Repurchase Program: The Board approved a $500 million share repurchase program aimed at opportunistically optimizing capital while managing leverage to stay at or below a 2x net leverage target, thereby enhancing shareholder value.
- Optimistic Future Outlook: For 2026, the company anticipates comparable center revenue growth of approximately 6.3% to 7.3% and plans to open up to 28 new clubs over the next two years, demonstrating strong confidence in market expansion and strategic positioning.
See More
