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Planet Fitness PLNT Equipment — Cost of revenue

Other segment segments

Franchise
$2.33M+4.2%

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Other financials

Income statement

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Revenue$365.2M+7.1%
Gross profit$300.7M+6.8%
Operating income$123.8M+20.9%
Net income$67.1M+15.6%
EPS (diluted)$0.87+26.1%

Balance sheet

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Cash & equivalents$371.2M-5.3%
Total debt$3.0B+13.4%
Total equity-$612.7M-286%
Total assets$3.0B-3.7%

Cash flow

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Operating cash flow$45.9M+4.5%
CapEx$41.9M+17.3%
Free cash flow$4.0M-51.3%

Valuation

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Market cap$4.05B-54.5%
Enterprise value$6.67B-40.1%
P/E17×-30.1×
P/S2.9×-4.2×

Profitability

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Gross margin81.7%-1.7pp
Operating margin30.9%+2.7pp
Net margin16.9%+1.8pp
FCF margin18.6%+2.2pp

Returns & leverage

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Return on equity-61.7%
Debt / equity50.9×
Current ratio1.6×-0.5×

Where this comes from

Reported directly by Planet Fitness in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Planet Fitness’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001637207-26-000044
Equipment Segment / (in thousands)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Cost of revenue$60,600$55,425$102,724$75,304
Other segment expenses, net⁽¹⁾6573721,213864
Total$61,257$55,797$103,937$76,168

Item 1. Condensed Consolidated Financial Statements

FAQ

What is Planet Fitness's equipment — cost of revenue?
Planet Fitness (PLNT) reported equipment — cost of revenue of $60.6M in Q2 2026.
How has Planet Fitness's equipment — cost of revenue changed year-over-year?
Planet Fitness's equipment — cost of revenue increased by 9.3% year-over-year, from $55.43M to $60.6M.
What is the long-term trend for Planet Fitness's equipment — cost of revenue?
Over 3 years (2022 to 2025), Planet Fitness's equipment — cost of revenue has grown at a 8.5% compound annual growth rate (CAGR), from $166.93M to $213.48M.
What does equipment — cost of revenue mean?
Includes the direct costs attributable to the production and delivery of equipment sold to franchisees or corporate stores. Monitoring this metric is essential for evaluating manufacturing efficiency and the impact of supply chain costs on segment margins.

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