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Peloton Interactive, Inc. PTON Q4 2026 Annual earnings

Reported August 6, 2026 · Before market open

Revenue$607.7MBeat by $11.1M
EPS$0.13Beat by $0.01
Revenue estimate$596.6M
EPS estimate$0.12
Fiscal 2026 was a defining milestone as Peloton delivered its first full year of net profitability driven by our improved revenue trajectory and substantial improvements in our cost structure. While multi-year transformations take time, our financial discipline has fundamentally reshaped our business and grants us greater flexibility to invest in our core strengths of premium hardware, intelligent software, and human connection. We start the year with strong momentum across every part of our business as we remain focused on our evolution into a connected wellness platform.
Peter Stern

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

as of 09/16/26
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Market cap$2.13B-34.3%
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%

FAQ

When did Peloton Interactive, Inc. report Q4 2026 earnings?
Peloton Interactive, Inc. (PTON) reported Q4 2026 earnings on August 6, 2026 before market open.
What were Peloton Interactive, Inc.'s Q4 2026 revenue and EPS?
Peloton Interactive, Inc. reported revenue of $607.7M and eps of $0.13 for Q4 2026.
Did Peloton Interactive, Inc. beat estimates in Q4 2026?
Revenue beat the consensus estimate of $596.6M by $11.1M. EPS beat the consensus estimate of $0.12 by $0.01.
How did Peloton Interactive, Inc.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 0.1% from $606.9M a year earlier and eps grew 160.0% from $0.05.
Where can I find Peloton Interactive, Inc.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001639825-26-000032) and the 10-K periodic report (0001639825-26-000038) directly on SEC EDGAR. The filing index links above go to sec.gov.