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Peloton (PTON) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2026, Peloton (PTON - Free Report) reported revenue of $607.7 million, up 0.1% over the same period last year. EPS came in at $0.13, compared to $0.05 in the year-ago quarter.

The reported revenue represents a surprise of +1.73% over the Zacks Consensus Estimate of $597.35 million. With the consensus EPS estimate being $0.11, the EPS surprise was +18.18%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 2.55 million compared to the 2.56 million average estimate based on five analysts.
  • Ending Paid App Subscriptions: 503,000 versus 522,933 estimated by three analysts on average.
  • Average Net Monthly Paid Connected Fitness Subscription Churn: 2.2% versus the three-analyst average estimate of 1.7%.
  • Revenues- Subscription: $436.6 million versus the five-analyst average estimate of $419.11 million. The reported number represents a year-over-year change of +6.9%.
  • Revenues- Connected Fitness Products: $171.1 million compared to the $180.28 million average estimate based on five analysts. The reported number represents a change of -13.9% year over year.
  • Gross profit- Subscription: $321.4 million versus $306.1 million estimated by five analysts on average.
  • Gross profit- Connected Fitness Products: $23 million compared to the $31.55 million average estimate based on five analysts.

View all Key Company Metrics for Peloton here>>>

Shares of Peloton have returned +12.8% over the past month versus the Zacks S&P 500 composite's +3.3% 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.

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