Xponential Fitness, Inc. (XPOF)
NYSE · Services-Miscellaneous Amusement & Recreation · Services · CIK 1802156 · fiscal year ends in Dec
Closing price $4.48 on 30 Oct 2026; 52-week range $3.65 to $9.00.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $288.5M
- Revenue growth
- -9.0%
- Net income, last twelve months
- -$42.6M
- Earnings per share
- -$1.47
- Operating margin
- 6.2%
- Net margin
- -14.8%
- Free cash flow
- -$8.1M
- Market value
- $221.0M
- Cash
- $25.0M
- Debt
- $522.4M
- Shares outstanding
- 49.3M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $314.9M | $19.8M | -$38.7M | -$1.47 | $24.7M | 10-K filed 4 Mar 2026 |
| FY2024 | 31 Dec 2024 | $320.3M | -$53.6M | -$67.7M | -$2.27 | $7.0M | 10-K filed 14 Mar 2025 |
| FY2023 | 31 Dec 2023 | $317.9M | $34.9M | -$4.0M | -$0.44 | $25.3M | 10-K filed 4 Mar 2024 |
| FY2022 | 31 Dec 2022 | $243.2M | $13.3M | $1.2M | -$0.87 | $43.1M | 10-K filed 6 Mar 2023 |
| FY2021 | 31 Dec 2021 | $155.1M | -$30.8M | -$18.8M | -$2.85 | $10.8M | 10-K filed 7 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $66.0M | -$4.1M | -$0.10 |
| Q1 FY2026 | 31 Mar 2026 | $60.7M | -$725.0K | -$0.02 |
| Q4 FY2025 | 31 Dec 2025 | $83.0M | -$32.9M | -$1.17 |
| Q3 FY2025 | 30 Sep 2025 | $78.8M | -$4.9M | -$0.18 |
| Q2 FY2025 | 30 Jun 2025 | $76.2M | $969.0K | -$0.01 |
| Q1 FY2025 | 31 Mar 2025 | $76.9M | -$1.9M | -$0.10 |
| Q4 FY2024 | 31 Dec 2024 | $83.3M | -$43.5M | -$1.36 |
| Q3 FY2024 | 30 Sep 2024 | $80.5M | -$12.1M | -$0.29 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By product, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Franchise revenue | $192.6M | 61.2% |
| Franchise marketing fund revenue | $36.5M | 11.6% |
| Equipment revenue | $35.0M | 11.1% |
| Other service revenue | $26.8M | 8.5% |
| Merchandise revenue | $23.9M | 7.6% |
Company events
The newest 8-K filings of 74 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 13 Oct 2026 | 8-K | Material agreement, Shareholder rights change, Bylaws or fiscal year change, Investor update | 1.01, 3.03, 5.03, 7.01, 9.01 |
| 8 Sep 2026 | 8-K | Leadership change, Investor update | 5.02, 7.01, 9.01 |
| 6 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 26 May 2026 | 8-K | Shareholder vote | 5.07 |
| 18 May 2026 | 8-K | Leadership change, Investor update | 5.02, 7.01, 9.01 |
| 14 May 2026 | 8-K | Leadership change | 5.02 |
| 7 May 2026 | 8-K | Results | 2.02, 9.01 |
| 7 Apr 2026 | 8-K | Leadership change, Other events | 5.02, 8.01, 9.01 |
| 10 Mar 2026 | 8-K | Results, Leadership change, Investor update | 2.02, 5.02, 7.01, 9.01 |
| 26 Feb 2026 | 8-K | Results | 2.02, 9.01 |
| 8 Dec 2025 | 8-K | Material agreement, Agreement ended, New debt, Investor update, Other events | 1.01, 1.02, 2.03, 7.01, 8.01, 9.01 |
| 12 Nov 2025 | 8-K | Leadership change, Investor update | 5.02, 7.01, 9.01 |
Every filing
The newest filings with the SEC of 162 held.
| Filed | Form | Period |
|---|---|---|
| 19 Oct 2026 | CERT | – |
| 13 Oct 2026 | 8-A12B | – |
| 13 Oct 2026 | 8-K | 12 Oct 2026 |
| 8 Sep 2026 | 8-K | 1 Sep 2026 |
| 7 Aug 2026 | 10-Q | 30 Jun 2026 |
| 6 Aug 2026 | 8-K | 6 Aug 2026 |
| 26 May 2026 | 8-K | 20 May 2026 |
| 18 May 2026 | 8-K | 12 May 2026 |
| 14 May 2026 | 8-K | 13 May 2026 |
| 8 May 2026 | 10-Q | 31 Mar 2026 |
| 7 May 2026 | 8-K | 7 May 2026 |
| 24 Apr 2026 | ARS | 31 Dec 2025 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 20 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 12,074 | $5.50 | $66.4K | 912,261 | 21 May 2026 |
| 20 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 12,073 | $5.50 | $66.4K | 924,334 | 21 May 2026 |
| 20 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 5,002 | $5.50 | $27.5K | 184,324 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 23,599 | $4.64 | $109.5K | 805,851 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 26,656 | $4.70 | $125.2K | 859,163 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 4,720 | $4.83 | $22.8K | 868,603 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 24 | $4.83 | $116 | 868,627 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 23 | $4.83 | $111 | 868,650 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 3,969 | $4.77 | $18.9K | 876,588 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 11,800 | $4.77 | $56.2K | 888,388 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 11,799 | $4.77 | $56.2K | 900,187 | 21 May 2026 |
| 19 May 2026 | Voss Capital, Lp, 10% owner | Purchase | 9,778 | $4.64 | $45.4K | 159,778 | 21 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 30 Oct 2026 | Fund 1 Investments, LLC | 13D amended | 9.9% | 4.2M |
| 20 Oct 2026 | Fund 1 Investments, LLC | 13D amended | 9.9% | 4.2M |
| 7 Oct 2026 | Fund 1 Investments, LLC | 13D amended | 9.9% | 4.2M |
| 30 Sep 2026 | Fund 1 Investments, LLC | 13D amended | 9.9% | 4.2M |
| 25 Aug 2026 | Fund 1 Investments, LLC | 13D | 9.9% | 4.2M |
| 30 Jul 2026 | BlackRock, Inc. | 13G | 5.8% | 2.4M |
| 1 Jun 2026 | Shay Capital LLC | 13G | 5.2% | 2.2M |
| 13 May 2026 | Voss Value Master Fund, LP | 13D amended | 16.2% | 6.8M |
| 27 Apr 2026 | BlackRock, Inc. | 13G amended | 4.8% | 1.8M |
| 4 Mar 2026 | Voss Value Master Fund, LP | 13D | 18.2% | 6.8M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 12.2M | +11.37% | 13.28 |
| 30 Sep 2026 | 10.9M | +5.82% | 12.41 |
| 15 Sep 2026 | 10.3M | +11.75% | 15.11 |
| 31 Aug 2026 | 9.2M | +3.14% | 17.19 |
| 14 Aug 2026 | 8.9M | +2.25% | 5.14 |
| 31 Jul 2026 | 8.8M | +1.44% | 11.9 |
| 15 Jul 2026 | 8.6M | +10.87% | 16.83 |
| 30 Jun 2026 | 7.8M | -3.35% | 10.94 |
Funds that hold it
From each fund's latest Form 13F.
132 funds held it at 30 Jun 2026: 62 added and 30 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Voss Capital, LP | 6,795,956 | $47.0M | +337,303 |
| Shay Capital LLC | 2,694,483 | $18.6M | +1,620,832 |
| BlackRock, Inc. | 2,436,664 | $16.9M | +650,964 |
| D. E. Shaw & Co., Inc. | 1,954,304 | $13.5M | +158,182 |
| Fund 1 Investments, LLC | 1,808,068 | $12.5M | +1,808,068 |
| Kanen Wealth Management LLC | 1,702,669 | $11.8M | +856,747 |
| MSD Partners, L.P. | 1,655,390 | $11.5M | 0 |
| Vanguard Capital Management LLC | 1,456,448 | $10.1M | +291,076 |
| Hudson Bay Capital Management LP | 1,250,000 | $8.7M | 0 |
| Grizzlyrock Capital, LLC | 1,171,622 | $8.1M | +177,042 |
Peers
Companies in the same industry.
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- DraftKings Inc. (DKNG): revenue $6.2B, market value $18.6B
- MSG Knickerbockers Corp. (MSGS): revenue $1.2B, market value $9.3B
- Vail Resorts Inc. (MTN): revenue $2.8B, market value $5.4B
- Madison Square Garden Entertainment Corp. (MSGE): revenue $1.1B, market value $3.8B
- Rush Street Interactive, Inc. (RSI): revenue $1.5B, market value $2.8B
- StubHub Holdings, Inc. (STUB): revenue $1.9B, market value $2.2B
- Pursuit Attractions & Hospitality, Inc. (PRSU): revenue $483.2M, market value $1.5B
- United Parks & Resorts Inc. (PRKS): revenue $1.6B, market value $1.4B
- Seaport Entertainment Group Inc. (SEG): revenue $121.6M, market value $288.4M