Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1487.5%
Neutral212.5%
Bearish00.0%
Life Time Group Holdings, Inc. · LTH · FY2026 Q1 · Calendar Q2 2026
Life Time Q1 Growth and Margin Gains Come With a Heavy Buildout
Life Time's Q1 results support a growth case built on membership mix, pricing and in-center services, with management raising its full-year adjusted EBITDA margin outlook. The case depends on converting higher investment and club openings into sustained member demand and cash generation.
Reported Before market openNYSEConsumer Cyclical
$10.13B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.42
Consensus $0.39
EPS surprise
+7.7%
Reported versus consensus
Reported revenue
$788.7M
Consensus $787.7M
Revenue surprise
+0.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+11.8%
Event window
SPY move
+0.8%
Same window
Abnormal move
+11.0%
Stock minus SPY
Volume
4.0×
Versus trailing sessions
Subsequent drift
+8.1%
Up to 20 sessions
LTHSPY benchmark
Ask FN2 about LTH FY2026 Q1
Transcript, numbers and history already loaded
Why did LTH rise 11.8% after beating EPS estimates in FY2026 Q1?What changed in LTH's guidance and outlook in FY2026 Q1?Give me the bull and bear case for LTH after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management reported Q1 revenue growth of 11.7% and adjusted EBITDA margin expansion to 28.7%, and raised its full-year adjusted EBITDA margin guidance to 28%. Capital expenditures increased 82% to $260 million as the company funded club construction. The quarter's transcript also described $200 million of sale-leaseback proceeds and a $400 million full-year target.
Guidance delta
Management raised full-year adjusted EBITDA margin guidance to 28%. The supplied prior-quarter analysis characterized guidance as maintained; the current call's margin outlook is higher.
Key takeaways
- Revenue grew 11.7%, supported by higher dues, improved membership mix and in-center services.
- Adjusted EBITDA rose 18.3%, with margin expanding to 28.7%; management raised the full-year margin outlook to 28%.
- Capex rose 82% to $260 million to support club construction; management cited $200 million in sale-leaseback proceeds and a $400 million annual target.
Management priorities
- Open the remaining nine clubs scheduled for 2026 and continue construction for later locations.
- Grow member mix and in-center offerings, including Dynamic Personal Training and new programs.
- Expand MIORA and the Lifetime Health and Wellness Hub.
- Generate sale-leaseback proceeds while maintaining positive free cash flow.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$45.1Current
$15Low
$47.04Average
$68High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Guggenheim | Buy | Buy | Maintain | Oct 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 27, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Oct 27, 2026 |
| UBS | Buy | Buy | Maintain | Aug 4, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 31, 2026 |
| Jefferies | Buy | Buy | Maintain | Jun 29, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jun 25, 2026 |
| Northland Capital Markets | Outperform | Outperform | Maintain | Jun 24, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Mar 3, 2025 |
| Craig-Hallum | Buy | Buy | Maintain | Feb 28, 2025 |
| B of A Securities | Buy | Buy | Maintain | Sep 6, 2024 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 26, 2023 |
| Deutsche Bank | Buy | Buy | Maintain | Mar 11, 2022 |
Named analyst price targets
Upside is calculated against the persisted current price $45.1. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Guggenheim | John Heinbockel | $53 | $45.35 | +17.5% | Oct 30, 2026 |
| KeyBanc | Noah Zatzkin | $55 | $45.35 | +22.0% | Oct 30, 2026 |
| Goldman Sachs | Joe Keypour | $56 | $45.35 | +24.2% | Oct 30, 2026 |
| Mizuho Securities | Analyst unavailable | $68 | $44.28 | +50.8% | Oct 27, 2026 |
| Barclays | Brandt Montour | $51 | $41.93 | +13.1% | Oct 26, 2026 |
| UBS | Analyst unavailable | $63 | $39.67 | +39.7% | Sep 23, 2026 |
| Morgan Stanley | Stephen Grambling | $53 | $45.34 | +17.5% | Aug 18, 2026 |
| UBS | Arpine Kocharyan | $57 | $44.16 | +26.4% | Aug 4, 2026 |
| Goldman Sachs | Analyst unavailable | $53 | $45.1 | +17.5% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $60 | $44.98 | +33.0% | Jul 31, 2026 |
| Northland Securities | Analyst unavailable | $57 | $45.19 | +26.4% | Jul 31, 2026 |
| Deutsche Bank | Analyst unavailable | $54 | $45.28 | +19.7% | Jul 31, 2026 |
| Mizuho Securities | Analyst unavailable | $64 | $44.2 | +41.9% | Jul 31, 2026 |
| Guggenheim | Analyst unavailable | $50 | $44.2 | +10.9% | Jul 31, 2026 |
| Truist Financial | Analyst unavailable | $51 | $44.2 | +13.1% | Jul 31, 2026 |
| Mizuho Securities | Ben Chaiken | $63 | $42.33 | +39.7% | Jul 27, 2026 |
| RBC Capital | Logan Reich | $50 | $41.64 | +10.9% | Jul 22, 2026 |
| Deutsche Bank | Analyst unavailable | $49 | $42.02 | +8.6% | Jul 22, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $42 | +2.0% | Jul 16, 2026 |
| Jefferies | Analyst unavailable | $51 | $40.83 | +13.1% | Jun 29, 2026 |
| Oppenheimer | Analyst unavailable | $60 | $38.87 | +33.0% | Jun 25, 2026 |
| Northland Securities | Owen Rickert | $48 | $39.34 | +6.4% | Jun 24, 2026 |
| Guggenheim | John Heinbockel | $41 | $34.31 | -9.1% | Jun 15, 2026 |
| RBC Capital | Logan Reich | $43 | $31.34 | -4.7% | Jun 2, 2026 |
| Mizuho Securities | Analyst unavailable | $44 | $33.59 | -2.4% | May 7, 2026 |
| Goldman Sachs | Kate McShane | $37 | $29.38 | -18.0% | May 6, 2026 |
| Jefferies | Analyst unavailable | $41 | $29.38 | -9.1% | May 5, 2026 |
| UBS | Arpine Kocharyan | $43 | $26.19 | -4.7% | Mar 12, 2026 |
| Jefferies | Analyst unavailable | $40 | $26.79 | -11.3% | Mar 10, 2026 |
| Northland Securities | Owen Rickert | $42 | $29.08 | -6.9% | Jan 23, 2026 |
| Morgan Stanley | Stephen Grambling | $39 | $25.91 | -13.5% | Oct 27, 2025 |
| UBS | Arpine Kocharyan | $48 | $25.37 | +6.4% | Oct 17, 2025 |
| Northland Securities | Analyst unavailable | $39 | $30.46 | -13.5% | Feb 28, 2025 |
| RBC Capital | Analyst unavailable | $35 | $30.46 | -22.4% | Feb 28, 2025 |
| Craig-Hallum | Alex Fuhrman | $40 | $28.56 | -11.3% | Jan 22, 2025 |
| BMO Capital | Simeon Siegel | $22 | $26.03 | -51.2% | Oct 16, 2024 |
| Bank of America Securities | Alexander Perry | $30 | $23.88 | -33.5% | Sep 6, 2024 |
| Craig-Hallum | Alex Fuhrman | $30 | $21.19 | -33.5% | Jul 19, 2024 |
| RBC Capital | Christopher Carril | $20 | $16.78 | -55.7% | Jun 3, 2024 |
| Mizuho Securities | John Baumgartner | $29 | $14.15 | -35.7% | May 6, 2024 |
| Deutsche Bank | Chris Woronka | $25 | $14.48 | -44.6% | Mar 12, 2024 |
| Morgan Stanley | Analyst unavailable | $15 | $12.11 | -66.7% | Nov 11, 2022 |
| RBC Capital | Analyst unavailable | $14 | $12.1 | -69.0% | Nov 10, 2022 |
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Start freeCompany context
Snapshot as of publicationLife Time Group Holdings, Inc. (LTH) delivers extensive health, fitness, and well-being experiences to its individual clientele throughout the United States and Canada. The company's primary business involves the design, construction, and operation of upscale, resort-inspired centers, which integrate facilities for sports, athletics, professional fitness, family recreation, and spa services. These establishments are predominantly situated in urban and suburban areas within major metropolitan regions. Inside these comprehensive centers, members can access fully equipped exercise areas, private locker rooms, a variety of group fitness studios, both indoor and outdoor swimming pools, on-site dining options such as bistros and LifeCafe, and athletic courts for tennis and basketball. Additional amenities include LifeSpa services and dedicated childcare along with Kids Academy educational programs.…
Historical context
All LTH earningsConsumer Cyclical peers this season
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Latest beats and misses
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Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the LTH recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-01T20:00:49.665826+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T20:00:49.663225+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-01. For educational purposes only; not investment advice.