Quarterly ResultAug 6, 2026, 07:07 AM
Peloton FY26 Net Income $63M; Q4 Revenue $608M
AI Summary
Peloton Interactive, Inc. reported its first full year of net profitability in fiscal year 2026, with GAAP Net Income reaching $63 million. The company delivered $608 million in Q4 revenue and $2.446 billion for the full fiscal year, exceeding its guidance range. Peloton also surpassed its Free Cash Flow target, achieving $378 million for FY2026, a 17% increase year-over-year, and significantly reduced Net Debt by 80% to $93 million. While the company projects a slight decrease in full year FY27 revenue, it anticipates continued Adjusted EBITDA growth and Free Cash Flow of at least $350 million.
Key Highlights
- Full Year FY26 GAAP Net Income was $63 million, marking the first full year of net profitability.
- Full Year FY26 Free Cash Flow was $378 million, an increase of 17% year-over-year, exceeding target.
- Q4 FY26 Total Revenue was $608 million, an increase of $1 million year-over-year.
- Full Year FY26 Adjusted EBITDA was $468 million, an increase of 16% year-over-year.
- Net Debt decreased by 80% year-over-year to $93 million.
- Ending Paid Connected Fitness Subscriptions were 2.553 million, a decrease of 8.8% year-over-year.
- Full Year FY27 Total Revenue outlook is $2.3 billion to $2.4 billion, a 3.9% decrease at midpoint.
- Full Year FY27 Adjusted EBITDA outlook is $475 million to $525 million, a 6.8% increase at midpoint.
Price Impact
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