Life Time Group Holdings (LTH) Earnings Date & Reports

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 (earnings before interest, taxes, depreciation, and amortization) 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.
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Earnings Context and Why It 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, Life Time 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.

Reported 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 (EPS) 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 (Generally Accepted Accounting Principles) 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.

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Market Reaction and Investor Sentiment

Life Time 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.

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.

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