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

XPOF NYSE Services-Miscellaneous Amusement & Recreation DE CIK: 0001802156
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
98% Confidence
N/A
D
98% Conf
Pending
Analysis scheduled

📊 XPOF Key Takeaways

Revenue: $2.2M
Net Margin: -33.5%
Free Cash Flow: $-22.2M
Current Ratio: 0.76x
Debt/Equity: N/A
EPS: $-0.02
AI Grade: D with 98% confidence
Xponential Fitness, Inc. (XPOF) receives a D fundamental grade with 98% confidence from our AI analysis based on SEC 10-K filings. With revenue of $2.2M, net profit margin of -33.5%, 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 faces existential financial distress with negative shareholders equity of -$316.3M, indicating technical insolvency. The 96.5% revenue collapse to $2.2M combined with negative operating cash flow of -$21.7M and inability to cover interest payments (0.9x coverage) signals an imminent liquidity crisis with limited recovery pathway.

Xponential Fitness, Inc. Key Strengths (XPOF)

Claude
  • + Maintains $21.5M cash reserve providing minimal operational runway
  • + Operating cost structure shows some expense control relative to remaining revenue
  • + Recent insider activity suggests stakeholders remain engaged in restructuring efforts

XPOF Stock Risks: Xponential Fitness, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$316.3M indicates technical insolvency and balance sheet collapse
  • ! Debt service impossible with $523.7M long-term debt and 0.9x interest coverage ratio
  • ! Severe liquidity crisis with current ratio of 0.76x and negative FCF of -$22.2M suggesting rapid cash depletion
  • ! Catastrophic 96.5% revenue decline suggests fundamental business failure or near-complete operational shutdown
  • ! Liabilities exceed assets by $372M with insufficient liquid resources to bridge deficit

Key Metrics to Watch

Claude
  • * Revenue stabilization and path to positive operations
  • * Debt restructuring announcements or bankruptcy filings
  • * Monthly cash burn rate and cash runway remaining
  • * Operating cash flow return to positive territory
  • * Asset sale or liquidation activity

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

Revenue
$2.2M
Net Income
$-725.0K
EPS (Diluted)
$-0.02
Free Cash Flow
$-22.2M
Total Assets
$322.4M
Cash Position
$21.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

XPOF Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 603.3%
Net Margin -33.5%
ROE N/A
ROA -0.2%
FCF Margin -1,024.7%

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

How Xponential Fitness, Inc. compares to Services sector averages

Net Margin
XPOF -33.5%
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
-33.5%
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
0.76x
Quick Ratio
0.73x
Debt/Equity
N/A
Debt/Assets
215.4%
Interest Coverage
0.90x
Long-term Debt
$523.7M

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
-1,024.7%
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
Q1 2026 $60.7M -$725.0K $-0.02
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

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
-$21.7M
Cash generated from operations
Capital Expenditures
$464.0K
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
May 26, 2026 8-K d135486d8k.htm View →
May 21, 2026 4 xslF345X06/primary_doc.xml View →
May 18, 2026 8-K d147247d8k.htm View →
May 14, 2026 8-K d86122d8k.htm View →
May 8, 2026 10-Q xpof-20260331.htm View →

Frequently Asked Questions about XPOF

What is the AI rating for XPOF?

Xponential Fitness, Inc. (XPOF) has an AI grade of D with 98% confidence, based on fundamental analysis of SEC EDGAR filings.

What are XPOF's key strengths?

Claude: Maintains $21.5M cash reserve providing minimal operational runway. Operating cost structure shows some expense control relative to remaining revenue.

What are the risks of investing in XPOF?

Claude: Negative stockholders equity of -$316.3M indicates technical insolvency and balance sheet collapse. Debt service impossible with $523.7M long-term debt and 0.9x interest coverage ratio.

What is XPOF's revenue and growth?

Xponential Fitness, Inc. reported revenue of $2.2M.

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 $-0.02.

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 grade reflects both perspectives for balanced insights.

What is XPOF's fundamental grade?

Based on our AI fundamental analysis in June 2026, Xponential Fitness, Inc. has a D grade with 98% confidence. Review the strengths and risks sections above for full context. 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 -33.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is XPOF's AI grade for 2026?

Our dual AI analysis gives Xponential Fitness, Inc. a combined D grade 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 $-21.7M, with capital expenditures of $464.0K. FCF margin is -1,024.7%.

How does XPOF compare to other Services stocks?

Vs Services sector averages: Net margin -33.5% (avg: 10%), ROE N/A (avg: 16%), current ratio 0.76 (avg: 1.5).

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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: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI