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Peloton Interactive, Inc.

PTON

Peloton is a global fitness and wellness company that provides an integrated platform combining premium hardware, proprietary software, and original instructor-led content.

Market cap
$2.13B-35.8%
Revenue$2.4B-1.8%
Net income$63.1M+137%
Free cash flow$377.7M+16.7%
EPS (diluted)$0.14+133%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$554.6M
EPS estimate$0.13

Financials

Q4 2026

Income statement

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Revenue$607.7M+0.1%
Gross profit$344.3M+4.9%
Operating income$81.2M
Net income$61.6M
EPS (diluted)$0.14

Balance sheet

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Cash & equivalents$1.2B+11.1%
Total debt$1.4B-16.4%
Total equity-$139.7M+66.2%
Total assets$2.1B-3.3%

Cash flow

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Operating cash flow$91.1M-22.2%
CapEx$2.3M-51.1%
Free cash flow$88.8M-21.0%

Valuation & ratios

Valuation

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Market cap$2.13B-35.8%
Enterprise value$2.29B-39.6%
P/E33.7×
P/S0.9×-0.4×

Profitability

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Gross margin52.6%+1.7pp
Operating margin6.6%
Net margin2.6%
FCF margin15.4%+2.4pp

Returns & leverage

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Current ratio2.8×+1.0×

Segments

By segment

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Subscription$436.6M+6.9%
Connected Fitness Products$171.1M-13.8%

By geography

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North America$548.2M-0.3%
International$59.6M+4.2%

Competitors

Profile

Peloton is a global fitness and wellness company that provides an integrated platform combining premium hardware, proprietary software, and original instructor-led content. The company offers a suite of connected fitness products and digital app subscriptions that deliver immersive workout experiences across various modalities including cycling, running, and strength training. Its value proposition centers on a highly engaged community and personalized, technology-enabled wellness solutions accessible anytime and anywhere.

Competitive position

A category innovator at the nexus of fitness and technology, leveraging a vertically integrated model of hardware, software, and content to maintain a leading global market position.

GeographiesUnited States, United Kingdom, Canada, Germany, Australia, Austria
Customer segmentsRetail consumers, Hospitality, Multi-family residential, Corporate wellness
Business modelDirect-to-Consumer (DTC), Subscription SaaS, Hardware-as-a-Service, B2B
SuppliersContract manufacturers, Component suppliers, Music rights holders, Cloud infrastructure providers, Logistics and shipping partners
CustomersIndividual fitness enthusiasts, Commercial gym operators, Hospitality groups, Corporate HR departments, Third-party retailers
Listed2019
Employees3.6K
CEOPeter C. Stern
IndustryLeisure
FilingsSEC EDGAR

FAQ

What is Peloton Interactive, Inc.'s market cap?
Peloton Interactive, Inc. (PTON) has a market capitalization of $2.1B and trades on NASDAQ.
What is Peloton Interactive, Inc.'s revenue and profitability?
Peloton Interactive, Inc. generated $2.4B in trailing twelve-month revenue with net income of $63.1M, representing a net margin of 2.6%. Gross margin stands at 52.6%, with free cash flow of $377.7M. The latest reported period is Q4 2026.
Who are Peloton Interactive, Inc.'s competitors?
Peloton Interactive, Inc.'s key competitors include Planet Fitness, Lululemon, Apple, and others. These companies compete in similar markets and product categories.
Who does Peloton Interactive, Inc. partner with?
Peloton Interactive, Inc.'s notable partners include Amazon, Dick's Sporting Goods, Sonos, and others.
What subsidiaries does Peloton Interactive, Inc. have?
Peloton Interactive, Inc.'s subsidiaries include Precor.
Where is Peloton Interactive, Inc. headquartered?
Peloton Interactive, Inc. is headquartered in United States of America and employs approximately 3,584 people. It has been publicly traded since 2019.