← Back to All US Stocks

Xponential Fitness, Inc. (XPOF) Stock Fundamental Analysis & AI Rating 2026

XPOF NYSE Services-Miscellaneous Amusement & Recreation DE CIK: 0001802156
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 XPOF Key Takeaways

Revenue: $11.1M
Net Margin: -348.7%
Free Cash Flow: $24.7M
Current Ratio: 0.82x
Debt/Equity: N/A
EPS: $-1.47
AI Rating: STRONG SELL with 95% confidence
Xponential Fitness, Inc. (XPOF) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $11.1M, net profit margin of -348.7%, Xponential Fitness, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete XPOF stock analysis for 2026.

Is Xponential Fitness, Inc. (XPOF) a Good Investment?

Claude

Xponential Fitness is technically insolvent with negative stockholders equity of -$269.1M and liabilities exceeding assets by $372M. A catastrophic 96.5% YoY revenue collapse combined with interest coverage of only 0.4x indicates the company cannot service its $525M debt burden, requiring immediate restructuring or facing potential bankruptcy.

Why Buy Xponential Fitness, Inc. Stock? XPOF Key Strengths

Claude
  • + Positive operating cash flow of $28.3M despite operational losses
  • + Year-over-year net loss improvement of 24.4%
  • + Positive free cash flow generation of $24.7M provides temporary runway

XPOF Stock Risks: Xponential Fitness, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$269.1M indicates technical insolvency and balance sheet failure
  • ! Interest coverage of 0.4x demonstrates inability to service $525M debt from operations
  • ! Revenue collapsed 96.5% YoY to $11.1M suggesting fundamental business model failure or asset divestiture
  • ! Current ratio of 0.82x indicates acute liquidity stress and potential inability to meet short-term obligations
  • ! Liabilities of $717.6M exceed assets by $372M creating unsustainable capital structure

Key Metrics to Watch

Claude
  • * Revenue stabilization - the 96.5% decline must reverse to indicate business viability
  • * Debt restructuring status - refinancing or reduction is critical for survival
  • * Path to positive stockholders equity - must exit negative equity territory within 12-24 months

Xponential Fitness, Inc. (XPOF) Financial Metrics & Key Ratios

Revenue
$11.1M
Net Income
$-38.7M
EPS (Diluted)
$-1.47
Free Cash Flow
$24.7M
Total Assets
$345.6M
Cash Position
$45.9M

💡 AI Analyst Insight

The 223.0% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

XPOF Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 178.9%
Net Margin -348.7%
ROE N/A
ROA -11.2%
FCF Margin 223.0%

XPOF vs Services Sector: How Xponential Fitness, Inc. Compares

How Xponential Fitness, Inc. compares to Services sector averages

Net Margin
XPOF -348.7%
vs
Sector Avg 10.0%
XPOF Sector
ROE
XPOF 0.0%
vs
Sector Avg 16.0%
XPOF Sector
Current Ratio
XPOF 0.8x
vs
Sector Avg 1.5x
XPOF Sector
Debt/Equity
XPOF 0.0x
vs
Sector Avg 0.7x
XPOF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Xponential Fitness, Inc. Stock Overvalued? XPOF Valuation Analysis 2026

Based on fundamental analysis, Xponential Fitness, Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
N/A
Sector avg: 16%
Net Profit Margin
-348.7%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Xponential Fitness, Inc. Balance Sheet: XPOF Debt, Cash & Liquidity

Current Ratio
0.82x
Quick Ratio
0.80x
Debt/Equity
N/A
Debt/Assets
207.6%
Interest Coverage
0.40x
Long-term Debt
$525.0M

XPOF Revenue & Earnings Growth: 5-Year Financial Trend

XPOF 5-year financial data: Year 2021: Revenue $155.1M, Net Income -$37.1M, EPS $-2.85. Year 2022: Revenue $245.0M, Net Income -$13.6M, EPS $-2.85. Year 2023: Revenue $318.7M, Net Income -$18.8M, EPS $-2.85. Year 2024: Revenue $320.3M, Net Income $1.2M, EPS $-0.88. Year 2025: Revenue $320.3M, Net Income -$4.0M, EPS $-0.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Xponential Fitness, Inc.'s revenue has grown significantly by 107% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.52 indicates the company is currently unprofitable.

XPOF Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
223.0%
Free cash flow / Revenue

XPOF Quarterly Earnings & Performance

Quarterly financial performance data for Xponential Fitness, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $78.8M -$4.9M $-0.18
Q2 2025 $76.2M -$954.0K $-0.01
Q1 2025 $76.9M -$1.9M $-0.10
Q3 2024 $80.4M -$3.4M $-0.17
Q2 2024 $76.5M $8.4M $0.08
Q1 2024 $70.7M -$2.9M $-0.30
Q3 2023 $63.8M $2.2M $0.05
Q2 2023 $59.6M $8.4M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Xponential Fitness, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$28.3M
Cash generated from operations
Capital Expenditures
$3.6M
Investment in assets
Dividends
None
No dividend program

XPOF SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Xponential Fitness, Inc. (CIK: 0001802156)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 7, 2026 8-K d13241d8k.htm View →
Apr 6, 2026 4 xslF345X06/form4.xml View →
Apr 6, 2026 4 xslF345X06/form4.xml View →
Apr 6, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about XPOF

What is the AI rating for XPOF?

Xponential Fitness, Inc. (XPOF) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are XPOF's key strengths?

Claude: Positive operating cash flow of $28.3M despite operational losses. Year-over-year net loss improvement of 24.4%.

What are the risks of investing in XPOF?

Claude: Negative stockholders equity of -$269.1M indicates technical insolvency and balance sheet failure. Interest coverage of 0.4x demonstrates inability to service $525M debt from operations.

What is XPOF's revenue and growth?

Xponential Fitness, Inc. reported revenue of $11.1M.

Does XPOF pay dividends?

Xponential Fitness, Inc. does not currently pay dividends.

Where can I find XPOF SEC filings?

Official SEC filings for Xponential Fitness, Inc. (CIK: 0001802156) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is XPOF's EPS?

Xponential Fitness, Inc. has a diluted EPS of $-1.47.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is XPOF a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Xponential Fitness, Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is XPOF stock overvalued or undervalued?

Valuation metrics for XPOF: ROE of N/A (sector avg: 16%), net margin of -348.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy XPOF stock in 2026?

Our dual AI analysis gives Xponential Fitness, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is XPOF's free cash flow?

Xponential Fitness, Inc.'s operating cash flow is $28.3M, with capital expenditures of $3.6M. FCF margin is 223.0%.

How does XPOF compare to other Services stocks?

Vs Services sector averages: Net margin -348.7% (avg: 10%), ROE N/A (avg: 16%), current ratio 0.82 (avg: 1.5).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI