Back to top

Image: Bigstock

Here's What Key Metrics Tell Us About Peloton (PTON) Q3 Earnings

Read MoreHide Full Article

Peloton (PTON - Free Report) reported $630.9 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 1.1%. EPS of $0.05 for the same period compares to -$0.12 a year ago.

The reported revenue represents a surprise of +2.59% over the Zacks Consensus Estimate of $614.95 million. With the consensus EPS estimate being $0.07, the EPS surprise was -26.79%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Peloton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Ending Paid Connected Fitness Subscriptions: 2.66 million versus 2.67 million estimated by four analysts on average.
  • Ending Paid App Subscriptions: 522,000 versus 529,580 estimated by two analysts on average.
  • Average Net Monthly Paid Connected Fitness Subscription Churn: 1.2% versus the two-analyst average estimate of 1.2%.
  • Revenues- Subscription: $428 million versus the five-analyst average estimate of $422.31 million. The reported number represents a year-over-year change of +2.3%.
  • Revenues- Connected Fitness Products: $202.9 million compared to the $195.86 million average estimate based on five analysts. The reported number represents a change of -1.3% year over year.
  • Gross profit- Subscription: $304.3 million versus the five-analyst average estimate of $302.34 million.
  • Gross profit- Connected Fitness Products: $22.9 million versus the five-analyst average estimate of $30.98 million.

View all Key Company Metrics for Peloton here>>>

Shares of Peloton have returned +12.1% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Zacks' 7 Best Strong Buy Stocks (New Research Report)

Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

Click Here, It's Really Free

Published in