Life Time Group Holdings, Inc. · LTH · FY2026 Q2 · Calendar Q3 2026
Life Time raises outlook as membership mix and services drive growth
The quarter supports the view that earnings growth and resilient demand can extend into the next year: membership mix, pricing, in-center services and new clubs are contributing to growth, while raised guidance reinforces management's outlook. The main tests are sustaining in-center growth, executing the expansion plan and managing MIORA and membership-mix risks.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Versus the prior quarter, in-center growth accelerated, the company reported 7 of 14 planned 2026 clubs already open, and CTR adoption expanded with a target of 60 locations by year-end. Management also continued to emphasize the $400 million sale-leaseback target and raised full-year guidance.
Guidance delta
Management raised full-year comparable center revenue guidance to 7.9%-8.3% and also increased revenue, net income and adjusted EBITDA guidance.
Key takeaways
- Q2 revenue increased 13.7% to $866 million, with higher dues, membership mix and in-center services supporting performance.
- Comparable center revenue rose 9.1%, while in-center contributions to same-store growth accelerated to roughly 3%.
- The company remains focused on club openings, service expansion and sale-leaseback transactions to support growth and cash generation.
Management priorities
- Open 14 new clubs in 2026 and target 12-14 openings in 2027.
- Expand CTR, Hybrid XT, Dynamic Personal Training and other higher-margin in-center offerings.
- Complete the $400 million full-year sale-leaseback target.
- Refine MIORA after its pilot phase while continuing to focus on pricing and membership mix.
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Try FN2 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
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Sources
- Earnings call transcript and parsed analysis · 2026-08-03T15:06:39.775140+00:00
- FN2 earnings calendar · 2026-09-04T01:23:15.205020+00:00
- Polygon adjusted daily market bars · 2026-10-31T15:40:42.578322+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-31T15:40:42.575580+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.
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 2026-10-31. For educational purposes only; not investment advice.