Life Time Group Holdings, Inc. · LTH · FY2026 Q3 · Calendar Q4 2026

Life Time Group Raises Guidance as Growth Broadens

The quarter supports a constructive growth case: pricing, membership mix, in-center services, and new clubs are contributing to revenue and EBITDA growth, while management is investing in additional engagement and efficiency tools. The main qualification is execution—especially rapid expansion, financing, and the delayed MIORA rollout.

Reported Before market openNYSEConsumer Cyclical $10.08B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.51 Consensus $0.41
EPS surprise +25.9% Reported versus consensus
Reported revenue $893.5M Consensus $875.0M
Revenue surprise +2.1% Reported versus consensus

Market reaction

prior-close to event-session close
Stock move +5.1% Event window
SPY move -0.4% Same window
Abnormal move +5.5% Stock minus SPY
Volume 1.4× Versus trailing sessions
Subsequent drift -0.6% Up to 20 sessions
LTHSPY benchmark

Ask FN2 about LTH FY2026 Q3

Transcript, numbers and history already loaded
Why did LTH rise 5.1% after beating EPS estimates in FY2026 Q3?What changed in LTH's guidance and outlook in FY2026 Q3?Give me the bull and bear case for LTH after FY2026 Q3 earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Transcript intelligence

What changed

Compared with the prior quarter, management reported continued strong operating momentum, accelerated membership growth excluding qualified medical members, and broader service initiatives. The company added a company-wide AI program and disclosed that MIORA's rollout was delayed by software challenges, while maintaining an aggressive 2026-2027 club pipeline and raising full-year guidance.

Guidance delta

Management raised full-year comparable-center revenue and adjusted EBITDA margin guidance, extending the positive revision from the prior quarter.

Key takeaways

  • Q3 revenue and adjusted EBITDA exceeded expectations, with revenue growth led by pricing, membership mix, and in-center services.
  • Membership growth excluding qualified medical members accelerated to 5.4% quarter over quarter.
  • Management plans 14 new clubs in 2026 and another 14 in 2027 while increasing capital spending.
  • LT Social and AI-enabled member and back-office tools add new engagement and efficiency initiatives.
  • MIORA remains a longer-dated opportunity, but its rollout is delayed while the company addresses software issues.

Management priorities

  • Expand the club base and larger-format locations.
  • Increase average dues and grow higher-margin services such as Dynamic Personal Training, LifeSpa, and LT Social.
  • Deploy AI tools across member support and internal operations.
  • Resolve MIORA system issues and begin a phased club rollout.
  • Use sale-leaseback transactions to support growth while maintaining liquidity and low leverage.

Follow LTH with an agent that reads every filing, transcript, and price print. Free to start.

Try FN2 free

Company context

Snapshot as of publication

Life 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 earnings
-3.3%FY2026 Q2 · Calendar Q3 2026

Consumer Cyclical peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
MGA Magna International Inc. FY2026 Q3 · Calendar Q4 2026 +15.8% -1.4% Magna expands margins as China production weighs on sales outlook
H Hyatt Hotels Corporation FY2026 Q3 · Calendar Q4 2026 +67.1% +6.3% Hyatt raises RevPAR and fee-growth outlook after strong Q3
SBUX Starbucks Corporation FY2026 Q4 · Calendar Q4 2026 +11.3% -1.7% Starbucks posts resilient comps and sets FY27 margin targets
RIVN Rivian Automotive, Inc. FY2026 Q3 · Calendar Q4 2026 +25.4% +6.2% Rivian’s R2 scale-up lifted Q3 output and software momentum
AMZN Amazon.com, Inc. FY2026 Q3 · Calendar Q4 2026 -4.1% -1.6% Amazon pairs accelerating AWS AI demand with sustained capital intensity

Latest beats and misses

Who reports next

Beat on EPS

Missed on EPS

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

  1. Earnings call transcript and parsed analysis · 2026-10-31T15:06:14.976065+00:00
  2. FN2 earnings calendar · 2026-10-31T01:23:13.065444+00:00
  3. Polygon adjusted daily market bars · 2026-10-31T15:20:42.641664+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-31T15:20:42.638975+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.