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Mar 31

Planet Fitness Q1 2025 Earnings Report

Reported financial results for its first quarter ended March 31, 2025

Key Takeaways

Planet Fitness reported a strong first quarter for 2025, with total revenue increasing by 11.5% and system-wide same club sales growing by 6.1%. The company also saw an increase in total membership and adjusted EBITDA, while repurchasing $50.0 million in shares.

Total revenue increased by 11.5% to $276.7 million compared to the prior year period.

System-wide same club sales increased by 6.1%.

Ended the quarter with approximately 20.6 million total members.

Adjusted EBITDA increased by $10.7 million to $117.0 million.

Total Revenue
$277M
Previous year: $248M
+11.6%
EPS
$0.59
Previous year: $0.53
+11.3%
System-wide Same Club Sales Growth
6.1%
New Clubs Opened System-wide
19
Total Membership
20.6M
Cash and Equivalents
$344M
Previous year: $302M
+14.0%
Total Assets
$3.09B
Previous year: $2.99B
+3.3%

Planet Fitness

Planet Fitness

Planet Fitness Revenue by Segment

Forward Guidance

The company is reiterating its full-year 2025 guidance expectations, anticipating continued growth in system-wide same club sales, revenue, adjusted EBITDA, and adjusted net income per share.

Positive Outlook

  • Expects system-wide same club sales growth in the 5% to 6% range.
  • Expects revenue to increase approximately 10%.
  • Expects adjusted EBITDA to increase approximately 10%.
  • Expects adjusted net income to increase in the 8% to 9% range.
  • Expects adjusted net income per share, diluted to increase in the 11% to 12% range.

Challenges Ahead

  • Net interest expense is expected to be approximately $86.0 million.
  • Capital expenditures are expected to increase approximately 20%.
  • Depreciation and amortization is expected to remain flat compared to 2024.
  • Guidance does not include estimates or assumptions regarding the impact of potential tariffs beyond existing regulations.
  • Uncertainty regarding the amount or nature of all items that will be included in GAAP net income and net income per share for the full year.