GET DAILY SIGNALSLife Time Group Holdings (LTH) Delivers Q3 2026 Revenue Growth of +14% and Raises Full-Year Guidance
Key Takeaways
- Life Time Group Holdings reported third-quarter 2026 revenue of approximately $893.5 million, up about 14% from $782.65 million a year earlier.
- Adjusted (non-GAAP) diluted earnings per share came in at $0.51, topping Wall Street consensus estimates that ranged from roughly $0.40 to $0.45.
- Management raised full-year 2026 revenue guidance to a range of $3.38 billion to $3.39 billion and lifted comparable-center revenue growth expectations to 8.5%–8.7%.
- Adjusted EBITDA reached roughly $256 million, with margins expanding to 28.7%.
- Total memberships grew to about 908,454, supported by higher average dues and strong in-center spending on services such as Dynamic Personal Training.
Why the Quarter Matters
Life Time's third-quarter report matters because it tests whether the company's premium, resort-style club model can keep delivering growth in a discretionary-spending environment that has shown signs of softening. The operator of more than 190 athletic clubs across the U.S. and Canada has been expanding aggressively, with large-format ground-up openings driving a meaningful jump in square footage. Coming into the quarter, LTH had already beaten earnings estimates for several consecutive periods and raised guidance repeatedly. This report was therefore closely watched as a signal of whether demand for higher-priced memberships and add-on services such as Dynamic Personal Training, pickleball, and spa offerings could continue outpacing Wall Street's expectations while new clubs ramp toward maturity. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
The Numbers Behind the Results
Life Time Group Holdings reported third-quarter 2026 revenue of approximately $893.5 million, an increase of roughly 14% from $782.65 million in the year-ago period and ahead of consensus estimates near $875 million. Adjusted diluted earnings per share came in at $0.51, exceeding analyst expectations that ranged from about $0.40 to $0.45 and up from $0.41 a year earlier. On a GAAP basis, diluted EPS was $0.46, compared with $0.45 in the prior-year quarter, while net income rose to roughly $106 million.
Adjusted EBITDA grew to approximately $256 million from about $220 million a year ago, lifting the adjusted EBITDA margin to 28.7% from 28.1%. Growth was driven by higher average dues, membership gains in new and ramping centers, and increased member utilization of in-center offerings. Management also raised its full-year 2026 revenue outlook to $3.38 billion–$3.39 billion and lifted comparable-center revenue growth guidance to 8.5%–8.7%, up from the prior 7.9%–8.3% range. From what I see, these beats reflect solid operational execution.
Market Reaction and Investor Sentiment
LTH entered the report with strong momentum, having risen more than 60% year-to-date and repeatedly surpassing consensus EPS estimates over the prior four quarters. The third-quarter beat, paired with another upward revision to full-year guidance, reinforced the narrative of resilient demand for premium wellness experiences. Still, sentiment carries some nuance: the stock trades near the upper end of its 52-week range, and comparable-center revenue growth, while healthy, has moderated from double-digit levels seen in earlier periods. Investors are also weighing notable insider selling over the past year alongside the company's continued operational strength, leaving the post-earnings focus on whether the premium growth trajectory can be sustained as new clubs ramp and discretionary consumer spending is closely monitored. I’m watching this closely as the stock absorbs the update.
Forward Outlook and Key Factors to Monitor
Looking ahead, the central question is whether Life Time can maintain its growth pace as an unusually large 2026 class of clubs moves through the construction and ramp-up cycle. The company has reiterated plans to open 14 new clubs this year, with total square footage nearly double that of its 2024 and 2025 classes, and management continues to target 12 to 14 new openings annually.
Investors should watch how quickly these new locations reach maturity and begin contributing to comparable-center revenue. Average revenue per center membership and in-center spend will be important indicators, since a growing share of the company's incremental growth comes from higher-priced add-on services rather than dues alone.
Cost and balance-sheet factors also warrant attention. Management is executing additional sale-leaseback transactions and has maintained a net debt-to-Adjusted EBITDA leverage ratio target at or below 2.00 times, while supporting elevated growth capital expenditures. Finally, any softening in affluent consumer spending or changes in membership retention trends would be key signals to monitor in the quarters ahead.
Using Tickeron’s AI Tools in My Research
I often turn to Tickeron’s AI Screener when evaluating names like LTH after earnings. It helps me quickly filter for technical patterns, fundamentals, and AI-driven signals across thousands of stocks, making it easier to compare performance and spot broader industry trends without manual effort. This kind of tool adds a useful layer when reviewing how a company stacks up against peers in real time.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
Aroon Indicator for LTH shows an upward move is likely
LTH's Aroon Indicator triggered a bullish signal on October 28, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 217 similar instances where the Aroon Indicator showed a similar pattern. In 169 of the 217 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 19, 2026. You may want to consider a long position or call options on LTH as a result. In 66 of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 73%.
The Moving Average Convergence Divergence (MACD) for LTH just turned positive on October 01, 2026. Looking at past instances where LTH's MACD turned positive, the stock continued to rise in 35 of 48 cases over the following month. The odds of a continued upward trend are 73%.
LTH moved above its 50-day moving average on October 22, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for LTH crossed bullishly above the 50-day moving average on October 28, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 72%.
Following a +5.13% 3-day Advance, the price is estimated to grow further. Considering data from situations where LTH advanced for three days, in 239 of 310 cases, the price rose further within the following month. The odds of a continued upward trend are 77%.
Bearish Trend Analysis
The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where LTH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
LTH broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 37 (best 1 - 100 worst), indicating steady price growth. LTH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 53 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.919) is normal, around the industry mean (1.770). P/E Ratio (23.070) is within average values for comparable stocks, (0.946). LTH's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (1.411). Dividend Yield (0.000) settles around the average of (0.033) among similar stocks. P/S Ratio (2.904) is also within normal values, averaging (4.604).
The Tickeron PE Growth Rating for this company is 53 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 60 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. LTH’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 90, placing this stock worse than average.
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